Phillips & Associates, established in 1971, is a professional management
consulting firm specializing in organizational planning, financial planning and
fundraising counsel for not-for-profit institutions and organizations. The specialized professional services we offer our clients are listed below. Please contact us with any questions you may have regarding these services. For further information, see Our Commitment to our Clients.
Evaluation of fundraising programs and methodologies within the context of overall organizational goals and fundraising needs; facilitation and guidance in strategic planning; development of "action-step" plans specifically designed to meet near-term as well as long-term fundraising goals.
Board and Staff Retreats
Planning, facilitation and follow-up to retreats and "advances" designed to ensure maximum participation of an organization's Board members and professional staff.
Development Program Consulting and Assessments
Client-tailored consulting and program assessments to meet special fundraising requirements.
Campaign Readiness Assessments and Funding Feasibility Studies
Comprehensive assessments of fundraising readiness, leadership capabilities and potential gift support necessary to successfully launch and conclude major capital, endowment and comprehensive campaigns.
Campaign Consulting and Management
Counsel and, as required, on-site management, for capital, endowment and comprehensive campaigns designed for each client, to provide the experience and skills necessary to achieve agreed-upon campaign goals.
Volunteer and Staff Training
Client-tailored volunteer and staff leadership training designed to enhance the organization's fundraising capabilities and effectiveness.
Providing key information available in the public domain to assist organizations in determining the best approach and strategy to secure major gifts from their identified potential donors.