Our Clients

Our Primary Client is a CDO.

Here’s a “Profile” of Our Typical Prospective CDO Client:

  • A fundraising pro with 10 to 20 years’ experience.
  • Very skeptical of consultants and all of the “great ideas” and fads that permeate fundraising practice. Views fundraising as much more of an art than a science, but has learned about Lean and Six Sigma.
  • Is well educated, with a master’s degree, though not in fundraising, and with CFRE or FAHP accreditation.
  • Very knowledgeable about all of the traditional methods of fundraising.
  • Curious, fond of innovation and interested in learning better ways to do things.
  • More willing than most to go out on a limb.
  • Definitely the buyer who looks under the hood — admittedly a minority within the larger crowd.

What Keeps a CDO Up at Night

  • “No matter what I try, I just can’t seem to significantly increase my shop’s performance level.”
  • “I’m short on staff but long on expectations. More is expected from philanthropy, but I can’t get the investment it
    will take to get the job done.”
  • “I am swimming upstream against a board that likes to spend a lot of time on things like galas and golf tournaments.”