Services and Specialties

Development Planning

Every team needs a road map, but sometimes it is challenging to stop and make the time to chart the path! If you need to prioritize and analyze your annual fundraising efforts and get your team on track, SWS can help you create a customized plan that works for your organization.

Strategy and Vision Planning

High-functioning teams and organizations are effective at setting a strategic vision and determining how to execute that vision. SWS can provide a fun and interactive experience for your team or Board to help you pull together the next strategic effort, plan or vision for your organization.

Major Gifts and Capital Campaigns

Pulling together a smart and strategic major gifts plan or campaign plan can be daunting! SWS can assist in recommending and executing feasibility studies, wealth screenings, analyzing results, and then building a customized plan that works for your organization.

Event Planning and Execution

Events might be the necessary evil of fundraising, but thoughtful planning and execution are key to making each event a success! Based on years of planning events of all sizes and shapes, SWS can assist in making your next event a smooth, memorable and profitable success.

Donor Portfolio Management

Need an interim major gifts officer or assistance in portfolio management? SWS can assist in finding the best strategy for your team to ensure you reach your donors and prospects.

Team and Leadership Development

Do you need assistance building your team or developing an effective Board? SWS can assist in helping you maximize your leadership potential.

Training Sessions and Speaking

Need coaching or training for your team on a particular topic or overall strategy? SWS can provide fun and effective board, volunteer, staff or one-on-one training sessions to maximize your organization’s potential. Sara Wise is also available for speaking opportunities on fundraising topics and event management.