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

 
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.

 

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.