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 Dr. Barry Drake has over 40 years' experience in administration and teaching in Europe, Africa, the Middle East, South East and East Asia.