Service Details
Our consultants bring both focus and heart to your fundraising efforts training and encouraging volunteers, setting key dates, and seeing that objectives are met every step of the way.
"You Are Here" Sessions
Tri-Unity Consulting provides a road map to success for your community's fundraising adventure. But even with a good map and a clear destination, you need a starting point to get going. Tri-Unity offers initial sessions ranging from conference calls to day-long retreats to assess where your community stands along the road to successful fundraising.
Information Phase
The Information Phase involves both determining and communicating your needs and plans, while creating the opportunity for valued input from your entire membership. Tri-Unity Consulting will help you assess needs, projects and costs, develop an effective communication strategy, and create the necessary committees and timelines to effectively involve your membership right from the start.
Inquiry Study
The Inquiry Study is a formal, in-depth feasibility study offering all members of your community and meaningful others the opportunity to share their opinions and indicate their level of support for a proposed campaign, confidentially.
Our Inquiry Study Report will accurately determine the current fiscal capability of your community, identify the projects of highest priority to members, indicate the best timing for conducting a campaign, reveal communication issues that need to be addressed, assess volunteer availability, and cull interest in Planned Giving, setting you up for success before you ask.
Invitation Phase
When the Information Phase and Inquiry Study have been conducted well, a capital campaign is simply an organized and celebratory Invitation for people to participate by joyfully offering their personal gifts of time, talent and treasure, in fellowship.
Tri-Unity Consulting will lead and train volunteers through an organized and well — paced campaign process to receive gifts and pledges for your plans, while offering members an enhanced sense of community involvement, spirituality, and renewed vision..
Annual Giving
Tri-Unity Consulting's approach to Annual Giving encourages a ministry—based narrative budget, communication and solicitation focused on the distinct levels of commitment within your membership, and follow up with organized and timely gratitude — all delivered with a strong and compelling spiritual message appropriate to your community culture and vision.
Planned Giving
Whatever the avenues available to your organization for facilitating planned gifts, it is the job of individual communities to foster active programs to encourage legacy gifts. We strongly believe that a lively planned giving program is crucial to both your members and your mission.
Tri-Unity Consulting can provide an outline for sound policy to receive, distribute and manage legacy gifts and endowments, manageable timelines and tasks to develop an effective planned giving program, tips for forming or enhancing a Legacy Society, and a basic understanding of the various planned giving vehicles available.
On-Site Presentations
Without cost or obligation, we would be pleased to discuss a personal visit with your leadership to learn more about your needs, and to explore how Tri-Unity's experience and guidance could be of service to you.
Classes & Seminars
Tri-Unity Consulting offers classes and seminars on all aspects of fundraising and community-building.
Speaking Engagements
Tri-Unity founder Andi Tilmann is available for inspirational or educational speaking engagements concerning fundraising, stewardship theology, community, communication strategy, spiritual giving in difficult times, and much more...