Services

At Essex & Drake, our clients always work directly with an expert team member who gives each project careful personal attention and focuses closely on ways to achieve the organization’s objectives. After initial discussions and analysis, we design each project specifically to fit the priorities, needs and resources of our clients. Questions about our services? Contact us.


Campaign Feasibility & Planning Studies
Our specialty is helping organizations assess their internal and external readiness before launching a campaign. To determine the level of success of a potential major capital campaign, we seek factual information through confidential personal interviews about leadership potential, available financial support, community image, and volunteer and board strength. The interview process is followed by a comprehensive report and campaign action plan.

Capital Campaigns
We understand that a Capital Campaign is a major undertaking for an organization. Our expert team members assist our clients with campaign direction including: volunteer leadership recruitment, prospect identification, donor research, solicitation strategies, volunteer management, campaign budgeting, database gift tracking, collateral materials, solicitation training, donor recognition and stewardship.

Board & Leadership Coaching
We recognize that board members are being asked to raise funds and yet we know that they aren’t trained fundraising professionals. We meet board members at their own level of expertise, and through a coaching process, help them achieve the results they envision. We also work with executive and development staff to develop their leadership and fundraising skills. We offer group trainings and individual coaching.

Strategic Planning & Retreats
A strategic plan is an important tool that sets a usable road map for an organization to move its mission forward most effectively. We work with our clients to establish the parameters and the essential steps to a results-oriented strategic session that will set their organization on the right course for the next several years.

Major Giving Programs
We help clients establish and improve their major gifts program as part of their fundraising efforts. Using a donor-centric approach, we offer direction to identify, research, and cultivate prospects, as well as plan successful solicitation strategies. We help set up tools and reports to give an accurate insight into priorities, progress and individualized task lists to the fundraising team. Our team members specialize in coaching staff and volunteers in turning current donors into major gift contributors.

Philanthropic Development Assessments & Advancement Planning
When conducting development audits, we study past fundraising efforts, board participation, events, foundation and corporate proposals, volunteer management, donor database management, and the role of staff. These elements are evaluated in relation to the organization’s fundraising goals and the organization’s long-term plan.

Technology Services
In today’s digital world, technology is playing an increasingly important role within an organization. Essex and Drake brings the expertise in providing solutions and services related to nonprofit technology. We provide services ranging from defining technology strategy and selecting appropriate systems, and providing ongoing administration of CRM systems, to developing innovative solutions for philanthropic development.