Our approach to philanthropy
Intentional philanthropy starts with strong systems, clear strategy, and human connection.
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Philanthropy works best when relationships come first
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Donors want to feel connected, not managed
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Data and systems should support people, not overwhelm them
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Intentional strategy leads to sustainable generosity
Engaged Generosity applies field-tested principles and practices that have a track record of success.
Our Services
Campaign & Philanthropy Strategy
Campaign feasibility and planning studies, capital campaign consulting, and comprehensive philanthropy, development, and foundation strategic planning (with written reports).
Major & Principal Gifts Programs
Major and principal gift strategy, portfolio design and maximization, and development or refinement of Grateful Patient programs.
Philanthropy Operations & Assessments
Philanthropy office and affiliated foundation assessments, including systems, structure, and performance analysis (with actionable recommendations).
Training, Coaching & Leadership Development
The Intentional Gift Officer™ training and follow-up coaching, plus tailored coaching and training for trustees, administrators, physicians, faculty, and volunteers.
Facilitation & Speaking Engagements
Speaking and facilitated sessions for boards, development committees, leadership teams, and staff retreats.
Planned Giving Strategy & Integration
Planned giving program development, assessment, and integration into major gift and donor engagement strategies.
Success Stories
Workshop Attendee
The scenarios we workshopped were helpful, relevant, and it was great working with teammates to think something through. The slides were useful, and the repeat slide or two was good to have again.
Client
I’m deeply grateful for the investment Nuvance Health made in providing our team with high-impact training tailored to experienced major gift officers. The case studies were relevant and practical. The individualized coaching I received from John was exceptional. His tools and tips helped me prioritize prospects and move them from engagement to closing with greater confidence and success.
Workshop Attendee
Excellent case studies-relevant to our work and learned skills needed for success
Ready to Be Intentional?
Contact Us to Begin Transforming Your Philanthropy