Dedicated to the Success of Not-For-Profit Organizations

Dedicated to the Success of Not-For-Profit OrganizationsDedicated to the Success of Not-For-Profit Organizations

NFP ACHIEVEMENT, LLC 2

More than thirty years experience leading, and consulting to not-for-profit organizations, including:

Abraham Joshua Heschel School – NYC, Associated Camps, Inc., Birthright Israel International, B’nai B’rith International, Bohrer Kaufman Hebrew Academy of Morris County, Camp Ramah in New England, Hannah Senesh Community Day School, Hebrew College/Meah Metropolitan New York, Jewish Federation of Cincinnati, Jewish Foundation for the Righteous, Harry B. Kellman Academy, National Museum of American Jewish History, Partnership for Excellence in Jewish Education, The Dalton School – NYC, UJA Federation of Greater New York – Financial Resource Development, Westchester Fairfield Hebrew Academy, Westfield Young Artists’ Cooperative Theatre, Inc.

Italics = Clients served by since 2002


MISSION:

PARTNER with our clients for measurable, increased results.

BUILD INDEPENDENCE through skills, relationships and experience – for ACHIEVEMENT THAT IS RENEWABLE.

SERVE CLIENTS DIRECTLY, and follow the highest professional and ethical standards.

Bob Gurmankin


We provide …

• Strategic Planning• A Feasibility Study• Board Assessment and Development• Skills Development for Board, Volunteer and Professional

leadership• Fundraising goal development• Campaign Planning and Organization – Annual,

Endowment, Special Funds and Capital

• First solicitation strategies, research and training and Partnering

• Guidance for Campaign(s) Marketing and Materials• Guidance for Donor / Prospect Stewardship• Guidance on fund raising database systems that support

relationship-building, donor enthusiasm and campaign success


Strategic/Project Planning

• Use the planning process to identify and engage key supporters in the work!

• Focus Mission• Clarify and Promote Vision• Identify and assemble the building blocks, solutions to points of

resistance – and timeline• Promote consensus and galvanize resolve

“ “People support what people help to build.”People support what people help to build.”


Quick-Study the Feasibility• Set fundamental plan and prospective goals• Fine tune the message• Identify the Marketplace(s) for competition and support• Engage / Recruit key prospects• Measure enthusiasm and appraise support• Discover decisive issues / obstacles• Design and GET GOING!

““Ready. Fire. Aim.”Ready. Fire. Aim.”


First solicitation strategies, research and training• Identify lead prospects• Determine approaches, solicitor teams and

requests• Create the prospectuses• Research• Train and Rehearse solicitor teams• START! … Closing maximum gifts requires

more than one meeting.

““Giving is a donor’s way of telling you how well Giving is a donor’s way of telling you how well you’re doing – you’re doing –

more than how well you’re asking.”more than how well you’re asking.”


ABK – Our services …We will…Guide case presentations that portray opportunity and predicament

Facilitate dialog about fundraising needs and goals to build unity, enthusiasm and energy among leadership, principal, prospective parents and top donors, and staffCoordinate Marketing, Public Relations and Communications that promote Project and Fundraising Plans and, especially, Philanthropic Achievement.Guide the development of Case Statement, Materials, presenters and presentation skills Design and manage the Special/Capital Campaign(s), including

Campaign Plans and OrganizationBudgets, including monitoring

Timelines for ImplementationBenchmarks and timelines for Campaign Achievement

Engage key and prospective stakeholders directly in order to finalize campaign goals and fine-tune plans -- and, at the same time, launch cultivation Guide the design of database and other systems to support cultivation, solicitation and stewardship, including

ResearchAssignments and solicitation-tracking

Donor contact and Relationship buildingPledge Recording, Acknowledgment and Collection


ABK – Our services …We’ll Partner with leadership and staff to

Formulate Naming Policies and Opportunities

Plot Gift Stratification Projections

Identify prospective board and campaign leadership, as needed

Identify and research major prospects

Strategize participation, approaches and materials for all major solicitations Make, track and follow-up solicitation assignments

Train leadership, solicitors and staff

Rehearse solicitors for all major solicitations

Develop Donor Recognition Plans and oversee proper stewardship

Monitor, report and push the campaign against achievement and timetable benchmarks

We’ll Accompany solicitors, as appropriate, to Recruit and solicit Board members

Recruit and solicit Campaign leadership

Solicit prospective donors


ABK – We’ll need …We’ll need… Ready access to organization, project and campaign leadership, and disciplined implementation according to agreed upon plans and chronology

Prompt sharing of all needed history, insights, documents, materials and data – wherever possible in computer file formats

Meetings scheduled and conducted promptly

Letters of introduction, as needed

Facilitation of appointments, as needed

When onsite, office space – or appropriate space nearby – and technology

Leadership and principal to play the primary and substantial role in cultivation, solicitation and stewardship

Designated leadership and staff liaisons

Timely decision-making on project plans and related policies

Dedicated office resources and systems for Project and campaign-related correspondence, for gift recording, acknowledgment and invoicing, andDesign, Copying and/or Printing and Production of Campaign Documents and materials


Robert L. Gurmankin

23 Timothy Court Morristown, NJ 07960

Tel: 973-998-4709 Cell: 201-513-4252

Fax: 866-802-1122 (Toll free) Email: [email protected]

www.nfpachievement.com

Dedicated to the Success of Not-For-Profit Organizations

mailto:[email protected]

http://www.nfpachievement.com/