Our Services 

Executive Consultation 

The CCS leadership team includes 12 Principals and 13 Operational Executives with responsibility for:

  • Campaign planning
  • Board orientation
  • Case statement development
  • Major gift strategies
  • Recruitment of key leadership
  • Regular strategy meetings
  • Monthly progress reports

 

Campaign Management and Direction

Our staff of campaign directors and consultants are experienced in working collaboratively with institutional development personnel. 

Responsibilities of the CCS professional staff include:

  • Coordinating day-to-day focused operations
  • Tailoring solicitation strategies
  • Briefing institutional leadership
  • Preparing and coordinating campaign meetings
  • Preparing proposals
  • Monitoring prospect tracking
  • Developing research and donor acknowledgment systems
  • Coordinating volunteer training and activities
  • Briefing executives weekly

 

Trustee Development and Orientation

Our specialized services include trustee recruitment, orientation, and development.

CCS provides trustee development and orientation services, including:

  • Training Seminars
  • Role Playing
  • Board Retreats

 

Planned Giving

Given the significance of the anticipated inter-generational transfer of wealth, CCS can design and provide counsel for establishing planned giving programs, offer advice on individual planned giving strategies, and can incorporate planned giving strategies in major gift campaigns.

Planned Giving Contact:
Joseph F.X. Lee
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800.223.6733 or 212.695.1175

 
Campaign Planning

CCS individually tailors up to 300 fund-raising programs each year. Our firm undertakes more than 100 development reviews, assessments, audits, strategic campaign plans, and feasibility and planning studies annually.

We offer complete analysis and counsel on campaign feasibility, development strategies, staffing, volunteer structure and responsibilities, and donor information systems. 

 

Prospect Screening Solutions

CCS partners with leading screening firms, including Kintera’s Prospect Information Network (P!N) and WealthEngine to provide prospect screening, research, and analysis.  For more information, contact us at 800.223.6733 or 212.695.1175.

 

Public Relations and Communications

We provide comprehensive, highly effective campaign communications and promotional services.

Our communications staff provides direction for the preparation of case statements, video, operative, and promotional materials. We maintain a full library of award-winning campaign brochures, newsletters, press releases, proposals, public campaign announcement, and operative materials.

 

Feasibility Studies & Development Audits

Each feasibility and planning study is conducted by a CCS team which includes executive leadership and counsel, on-site study coordinator(s), and research support. 

  • Most studies involve a significant number of personal and confidential interviews, group discussions, mail surveys, telephone surveys and reflect extensive qualitative and quantitative findings, evaluations, based on our extensive experience. 
  • Development audits and reviews involve comprehensive analysis of development organization, structure, results, potential, staffing, resources, volunteers, budgets, and information systems. 

 

CCS Custom Learning Services

Meet the development and education needs of your professional fund-raising staff and volunteers.  CCS Learning is home to a comprehensive curriculum of fund-raising education that offers more than 55 basic, intermediate and advanced courses and multiple learning tracks including Fund-Raising Essentials, Fund-Raising Analysis, Sector-Specific Education, and Master Fund-Raising Topics.  

  • CCS Custom Learning Programs are unique and specially tailored learning programs, developed and branded for your organization to specifically address your ongoing education needs.  Custom Learning Programs are designed and presented by our senior executives and impart CCS’s proven techniques and best practices.    
  • CCS Learning Centers are located in New York and coming soon to Chicago.  Our Learning Centers are state-of-the-art lecture and meeting facilities that are conducive to interactive and innovative group learning.
  • CCS Web-Based Learning offers distance-learning programs designed for on-line sharing in real-time or on-demand.
  • CCS On-Site Learning brings fully customized programs to you for optimum accessibility and convenience.