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
Private Institutions

Amherst College
Allegheny College
Barnard College
Bentley University
Boston College
Boston University
Butler University
Cabrini College
Calvin College
Carleton College
Carthage College
The Catholic University of America
Colby College
College of the Holy Cross
Cornell University
Creighton University
Davidson College
Denison University
DePauw University
Dickinson College
Dordt College
Drake University
Drexel University
Duke University
Duquesne University
Franklin and Marshall College
Franklin w. Olin College of Engineering
Furman University
Gonzaga University
Grinnell College
Hamilton College
Hamline University
Haverford College
Johns Hopkins Carey Business School
Lafayette College
Lawrence University
Lebanon Valley College
Lehigh University
Loyola Marymount University
Loyola University New Orleans
Macalester College
Marquette University
MIT Sloan School of Management
Muhlenberg College
New York University
Northeastern University
Oberlin College & Conservatory
Ohio Wesleyan University
Pace University
University of the Pacific
Pacific Lutheran University
Pomona College
Princeton University
Reed College
Rensselaer Polytechnic Institute
Rice University
Saint Joseph’s University
St. Olaf College
University of San Francisco
Santa Clara University
University of Scranton
Seattle University
Sewanee The University of the South
Skidmore College
Smith College
Susquehanna University
Swarthmore College
Trinity College
Tufts University
Union College
Villanova University
Williams College
College of Wooster
York College of Pennsylvania

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 Boulder
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
University of Leicester
University of Maryland
Miami University
Michigan State University
University of Missouri
University of Nebraska
University of North Carolina at Chapel Hill
University of North Carolina at Charlotte
NC State University
University of Northern Colorado
The Ohio State University
The Pennsylvania State University
Rowan University
Rutgers, The State University of New Jersey
San Jose State University
Temple University
University of Tennessee
University of Texas at Austin
University of Washington
University of Wisconsin
Wright State University


Beth Israel Deaconess Medical Center
Boston Children’s Hospital
Brigham and Women’s Hospital
University of California, San Francisco
California Pacific Medical Center
Children’s Hospital of Philadelphia
Christiana Care Health System
University of Colorado Anschutz Medical Campus
University of Connecticut Health Center
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
NYU Langone Health
University of North Carolina Medicine
Northwell Health
The Ohio State University Wexner Medical Center
Penn Medicine: University of Pennsylvania Health System
Penn State Health
University of Pittsburgh Medical Center
Providence Health
Rutgers Biomedical and Health Sciences
Temple Health
University of Tennessee Medical Center
University of Utah Health
University of Wisconsin Health

Independent Schools and Not-For-Profits

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