Consulting Services

wa_logo_1Strategic Planning – Effective fundraising begins when effective systems are put in place. Whether you are running a capital campaign, working to build donor loyalty or increase your annual membership campaign, your organization needs to develop effective systems. This includes setting timetables for campaigns, utilizing all the means and methods of communication available, and developing the correct technologies for success.  The right plan will save a  non-profit tens of thousands of dollars and increase their effectiveness while decreasing their work load.  If that sounds unrealistic, contact us for a free evaluation and we can show you how to generate more income while spending less.

Nashville event with Michael Reagan

Operational Income – With increasingly stringent regulations on designated giving, many of our clients are looking for

avenues to increase their operational income. By developing the proper policies and by making simple changes to your donor materials (and online giving resources), you can direct more revenue to your general operation’s fund.  Operational income is also impacted by the strategic planning process. When you have the proper systems in place, you can increase the frequency and size of gifts given by your donors.

Capital Campaigns – Wheeler & Associates have conducted capital campaigns for Healing Hands International, the National Corvette Museum, Ronald McDonald Charities and dozens of local churches and non-profits involved in missions or building programs. Wheeler & Associates takes a simple three step approach to developing a successful capital campaign.

  1. First, we run a cost effective feasibility study.  Figuring out the viability of a capital campaign and determining a realistic target should not put a major dent in the non-profits budget. By working with the staff and volunteers we can provide a quick and cost effective system for determining a campaign’s viability.


    Nashville event with Ram’s quarterback Jeff Kemp

  2. Second, we do an assessment of resources and volunteers and begin to develop a strategy and collateral materials for the campaign.  Shaping the message and telling a compelling story is critical to the success of any capital campaign.
  3. Finally, we will work with our charity partner in implementing the strategy, or we will provide a plan they can implement on their own. For non-profits that already have an effective and capable development staff this is an opportunity to significantly reduce their budget for the campaign.

Events – Our staff have organized concert tours, fundraising dinners, small group events, fundraising cruises and holiday gala’s. Whether your budget for an event is a few thousand dollars, or you want to hire an A-List speaker, Wheeler and Associates can help make your event a great success.

Comments are closed