Eric Rolfson

Eric Rolfson

Advancement / Fundraising Consultant

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Available Consulting Services

(Note: Clients may pick and choose from the options below depending upon identified needs and whether their friend-raising and fundraising programs are in their infancy or relatively mature.)

  • Taking Advancement Programs to the Next Level (or getting started with limited resources)
    • Annual Giving
    • Alumni Relations
    • Major, Principal and Planned Giving
    • Database Management
    • Marketing & Communications
  • Board Strategies
    • Recruiting and growing effective fundraising Boards
    • Drafting bylaws and setting appropriate philanthropic expectations
    • Fundraising 101 for Boards (and School Heads)
    • Best practices for using volunteers
    • Funding your advancement programs
    • Return on investment scenarios
  • Moving from Annual Giving to Major and Planned Giving
    • Moves management
      • Prospect identification
      • Prospect / donor cultivation
      • Prospect / donor solicitation
      • Donor stewardship
    • Bequest programs and other planned giving initiatives
    • Recognition societies and events
  • Assessing Campaign Readiness
    • Analysis of current program (budget, staffing, executive volunteers)
    • Feasibility study
    • Writing a case for support and/or campaign brochures
    • Table of needed gifts
    • Campaign accounting
  • Coaching for School Heads, Volunteers and Staff
    • Hiring the right staff and team-building
    • Educating/training faculty and staff
    • Setting appropriate goals
    • Assessing performance
    • How to have fun while fundraising effectively
    • Prioritizing your time

Did You Know…?

Senior Associate Sally Gordon spent three years sailing the seas aboard a catamaran with her husband Robert, also an experienced educator (and sailor).