Consulting Services

Heritage Designs’ fundraising consulting services assist nonprofits in strengthening their development programs and increasing their capacity for fundraising. This is accomplished through careful analysis that helps your organization develop and execute a plan to build a stronger relationship with donors.

Listed is a sample of the fundraising consulting services provided by Heritage Designs. To learn more about these services please e-mail us,, or call our office, 800-752-3100.

Development Office Audit

Review your organization’s written organization documents, policies and procedures and plans. Working from an extensive check list, a determination will be made of what is in place and the status of existing documents. A report will be issued delineating the organization’s strengths and providing strategies to better position the organization for fundraising.

Audit Follow Up

Work with your staff to implement the strategies in the Development Office Audit Report.

Strategic Planning for Fundraising

Review your current fundraising program and activities and analyze results versus goals. Working with your staff, a Fundraising Plan will be developed to meet current and short-term fundraising goals.

Capital Campaign Readiness and Implementation

If you are embarking on a capital campaign, Heritage Designs’ staff can conduct your feasibility study and help you organize the multiple facets of the campaign for implementation. Tasks include writing the case for support, creating campaign collateral materials, prospect ranking, gift table development, and solicitor training.

Fundraising Effectiveness Analysis

This is only available to MatchMaker FundRaising Software clients. Following the execution of the Fundraising Effectiveness Survey, Heritage Designs will work with you to interpret the results and create a strategy to minimize donor losses and maximize gains.

For over ten years we have been utilizing MatchMaker!! This system and the qualified caring staff help our agency in many ways. We are able to track our donors and donations and easily pull the reports needed to better manage the information. We are also able to track our fundraising goals to help us better plan for the future. The tools, training and staff truly help us raise the funds needed to care for at-risk youth in North Dakota. Thank  you, MatchMaker!!

Rhonda Styles-RohdeBismarck, NDCharles Hall Youth Services

MatchMaker has many great features which we are utilizing in our non-profit fundraising. I love that they are so easy to work with and they help with training and answering any questions. All their experience is a great asset.

Cheryl CummingsTrenton, MESPCA of Hancock County

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