Whom We Serve

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Typical Client Engagement Profile

Our client engagements are organized into 9-12 month phases that blend monthly workshops, coaching calls and a practical but insightful curriculum together for the best results.

  • 9-12 monthly workshops with homework that drives learning into the donor pipeline
  • One-on-one coaching calls with individual fundraisers to bring learning to specific donor cases, thereby immediately bridging the gap between fundraising theory and practice
  • Living curriculum, localized by institution, constantly refreshed with best practices that are actionable within a defined repeatable process

Higher Education
Public Institutions

University at Albany
Binghamton University: The State University of New York
Bloomsburg University
Boise State University
University at Buffalo: The State University of New York
California State University, Los Angeles
California State University Northridge
University of Colorado Denver
University of Connecticut
University of Delaware
Florida International University
Florida State University
George Mason University
University of Georgia
Imperial College London
University of Idaho
University of Iowa
Miami University of Ohio
Michigan State University
University of Missouri
University of Nebraska
University of North Carolina at Chapel Hill
University of North Carolina at Charlotte
North Carolina State University at Raleigh
University of Northern Colorado
The Ohio State University
The Pennsylvania State University
Rutgers, the State University of New Jersey
San Jose State University
Temple University
University of Tennessee
University of Texas
University of Washington
University of Wisconsin
Wright State University


Boston University School of Medicine and School of Public Health
University of California, San Francisco
California Pacific Medical Center
Children’s Hospital of Philadelphia
Christiana Care Health System
University of Connecticut Health Center
Creighton University School of Medicine
Drexel University College of Medicine
Duke Health
Fox Chase Cancer Center
Indiana University Health
Massachusetts General Hospital
Michigan State University College of Human Medicine
University of Nebraska Medicine
New York Presbyterian Hospital
New York University School of Medicine
Northwell Health
The Ohio State University Wexner Medical Center
University of Pittsburgh Medical Center
Providence Health
Rutgers Biomedical and Health Sciences
Temple Health
University of Tennessee Medical Center
University of Wisconsin Health

Independent Schools and Not-For-Profits

American Friends Service Committee
Deerfield Academy
Germantown Friends School
Healey Education Foundation
The Hill School
Partners in Health
Phillips Academy (Andover)