Barnes & Roche provides comprehensive consulting services tailored to the specific needs of your fundraising program, either on an individual project or as part of an integrated consulting relationship.

Fundraising Marketing Research Systems

Fundraising Services

Strategic Planning
Thorough institutional and advancement planning is critical to fundraising success. At key points in the process, Barnes & Roche can help to ensure that the results of the planning - facilities, equipment, endowment, programmatic, and financial - establish fundraising priorities, provide the basis for a compelling case for philanthropic support, and are articulated effectively to your constituents. 

Program Audits and Consulting
We help you focus on strengthening the fundamental elements of fundraising success. We evaluate your total development and external relations programs, assessing the case, prospects, organization leadership, outreach, budgets, and staffing, with specific recommendations to achieve short- and long-term objectives. These are the fundamentals that apply equally in the private and public sectors, to a large research university and a small regional organization.

Comprehensive Campaign Counsel
To develop your major gift program in support of building and endowment needs, we begin with a strategic plan based on the strengths, weaknesses, and opportunities of the institution. Our plans are based on a thorough understanding of each client's unique situation. We help you develop a sound and compelling case, identify and mobilize volunteer and administrative leadership, and build major gift strategies to evaluate prospect capacity and engage major gift prospects in the life of your institution. We work with your staff to develop specific cultivation and solicitation strategies and techniques, including targeting gifts, making the ask, and subsequent stewardship.

Feasibility Studies, Focus Groups and Other Capacity-Testing Outreach 
Whether through the traditional study, resulting in a concise, candid report, or through alternative techniques, such as the Presidential Roundtable, we help you decide when and how to undertake a specific development program, set a goal, or launch a campaign.  As part of overall campaign planning, our studies can include, where appropriate, demographic screening, focus groups, comparative research, and a fundraising financial business plan, and can be conducted exclusively by our team or in partnership with your staff.

Case Statements and Campaign Materials
In print and electronic form, the case for support we prepare will serve both as a fundamental resource document and as a compelling marketing/cultivation tool.  Rooted in your long-range planning process, the case statement will present not only visions, but the concrete plans for achieving them. We can also develop other marketing materials such as prototype proposals, handcrafted proposals to major prospects, or newsletters.

Electronic Database Screening
Our database screening services help you seek critical information about potential donors and create gift modeling scenarios.  By segmenting prospects according to potential giving characteristics and relating by prospects to current donor models, this technology helps you refine your lists, make more informed decisions, and develop plans for targeting research and cultivation efforts where they will have the greatest impact.

Prospect Research
Our in-depth research provides the total analysis of a prospect's biographic, demographic, business, family, and wealth information to the extent that can be accomplished from information derived from public sources. The resulting profile provides information about a prospect's giving capacity and interests, contacts, and lifestyle. In short, it provides the foundation upon which a cultivation and solicitation strategy is developed for each prospect.

Prospect Management
We bring you recognized expertise in major gift strategy development to help you design creative programs and individual plans for identification, cultivation, solicitation, and stewardship. We can also provide you with constructive input on prospect tracking systems that integrate research profiles, and prospect tracking data in a secure, electronic filing system.

Proposal Writing
Writing a winning proposal is a challenge. Whether you need a template created for general use, or a highly-specific response drafted, Barnes & Roche offers the technical experience and creative talent, as well as an objective eye on your organization, that contributes to the clear and concise proposal that leads to funding.

Board Development and Solicitor Training
Through custom-designed workshops, we work with volunteers and staff on how to plan cultivation and solicitation activities, listen to prospects effectively, identify their motivations, probe for and address objections, and ultimately close the gift. 

Planned Giving
We offer counsel on the structure and marketing of bequests, trusts, and various other deferred giving vehicles, and help you develop specific strategies for individual prospects. Our planned giving experts are available to meet with prospect donors and/or advisers to plan the most effective methods of giving.

Fundraising Financial Business Planning
This valuable computer modeling tool maps out in detail your program's projected income and expenses for periods of 5 to 15 years. In addition to guiding and evaluating your internal planning, these models help inform and motivate your volunteer leadership and instill in them confidence in your program's fiscal soundness.

Fundraising Marketing Research Systems