Fundraising Resources

Campaign Planning
& Feasibility Studies

Executive Search
& Coaching

Planning & Assessment

Are  You Ready for a Capital Campaign? | PDF


My Board Wants a Feasibility Study | PDF

Your Campaign Stalled. Now What? | PDF

Four Donor Styles using DiSC | PDF

Talent Management Life Cycle | PDF


What Transitions Teach Us | PDF


In Search of the Unicorn | MP4

Executive Onboarding Guide | PDF

Sample Dashboard for Donor Programs | PDF

Strategy Matters: Build the Relationships and the Money will Follow Is Bad Advice | PDF


Four Technologies Fundraisers Need to Understand | PDF

5 Myths About Donor-Advised Funds | PDF

Research & Studies

Board Development
& Team Building

Strategic Planning

2018 Oregon Year-End Charitable
Giving Report (Nonprofit Association of OR)|

Giving USA:The Annual Report on Philanthropy

5 Behaviors of a Cohesive Team | PDF


Conflict Continuum | PDF


Team Scoreboard | PDF


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"You both have amazing insight and wisdom.  You act like an 'affirmational sounding board' while also giving critical feedback" 

Tony Vezina

Executive Director, 4th Dimension Recovery Center

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