Our Services

Our #1 goal at Lotus Consulting is to ensure that when our engagement in complete, you feel confident, supported and clear on how to move forward.

Whether it is a multi-million-dollar Capital Campaign, creating a winning Development Strategy for the coming year, or training your Board to “make the ask,” we are here for you. Our team will take the time to get to know what you need, hone in on where you feel stuck and reveal where you are strong. Working together we will create an exciting, aspirational path forward. The results? You hit - and exceed - your fundraising goals.

Capital, Endowment and Major Gift Campaigns


Overview - Preparing for, launching and completing a major capital fundraising effort is an exciting and sometimes dauting time for an organization and its leaders. Lotus Consulting can help you prepare for a winning campaign - capital, endowment or planned giving - and lead you thoughtfully and effectively through every step of the way. We provide services in campaign planning and implementation, prospect research, Case development, donor stewardship and solicitation, leadership development and coaching, and communications to keep your campaign on track.

Capital Feasibility Studies and Readiness - Remove the mystery of how much you can raise through a major capital initiative and how. Our proven methodology for studies will align your leadership, cultivate early major donor interest, and refine your Case for Support to help set an aspirational, yet feasible, goal for your campaign and define a path forward.

Capital Campaign Counsel - Lotus can provide a wide range of consulting services to keep your campaign leadership on track and reaching their goals. From hands-on campaign management to on-call counsel, we can support you during this exciting and often dauting adventure.

Planned Giving - The best time to start a planned giving program was 20 years ago. The second-best time is today. Let us help you get this special and important offering in place to attract legacy gifts that can create long-term sustainability for your organization.

Major Gift Acceleration - Are you hoping to establish a focused major gifts program or refine and improve the one you have? We can help you get all the pieces in place and focus leadership and staff on attracting gifts that have the highest ROI.

Capital, Endowment and Major Gift Campaigns


Overview - Preparing for, launching and completing a major capital fundraising effort is an exciting and sometimes dauting time for an organization and its leaders. Lotus Consulting can help you prepare for a winning campaign - capital, endowment or planned giving - and lead you thoughtfully and effectively through every step of the way. We provide services in campaign planning and implementation, prospect research, Case development, donor stewardship and solicitation, leadership development and coaching, and communications to keep your campaign on track.

Capital Feasibility Studies and Readiness - Remove the mystery of how much you can raise through a major capital initiative and how. Our proven methodology for studies will align your leadership, cultivate early major donor interest, and refine your Case for Support to help set an aspirational, yet feasible, goal for your campaign and define a path forward.

Capital Campaign Counsel - Lotus can provide a wide range of consulting services to keep your campaign leadership on track and reaching their goals. From hands-on campaign management to on-call counsel, we can support you during this exciting and often dauting adventure.

Planned Giving - The best time to start a planned giving program was 20 years ago. The second-best time is today. Let us help you get this special and important offering in place to attract legacy gifts that can create long-term sustainability for your organization.

Major Gift Acceleration - Are you hoping to establish a focused major gifts program or refine and improve the one you have? We can help you get all the pieces in place and focus leadership and staff on attracting gifts that have the highest ROI.

Strategy, Evaluation and Planning


Feasibility Studies - This is the first stage of any major fundraising campaign and will provide essential answers about the strength of your Case, the depth of your donor pool, organizational readiness and how much money is feasible for your organization to raise. It is a critical first step in any successful campaign.

Development Assessments and Plans - Are you looking to raise more money over the next few years? Our team can perform an in-depth assessment to uncover opportunities and gaps and create a winning plan for the future.

Comprehensive Campaign Planning - Any great campaign includes a thoughtful, focused plan. Drawing from your feasibility study and market analysis, we can create a winning plan to guide your volunteers and staff to success.

Individual and Institutional Prospect Research - Our research team can surface new donor prospects and help you develop a deeper understanding of what can motivate your current supporters. This is valuable at every stage of your campaign.

Case for Support Development - A well-crafted Case for Support enables an organization and its leaders to communicate effectively with donors and prospects and inspire giving. Our skilled team of writers can uncover the messages that matter and that can guide your fundraising communications.

Strategic Planning and Vision Alignment - Often prior to launching a major fundraising initiative, it is critical to ensure your current strategic plan is a resource that clearly expresses your leadership’s vision, and the steps and resources necessary to get there. This essential information will answer WHY additional capital from fundraising - a question any donor will ask. Lotus can bring a process to your staff and board to help clarify these goals and create strategies to accelerate raising increased revenue.

Learning and Leadership Development


Custom Fundraising Training - Our team can design and deliver custom fundraising trainings for your staff, volunteers and board on a wide range of subjects. We ensure our time together is fun, interactive and practical so when the training is complete, you have the tools you need. Here are some examples of popular trainings we can adapt for your needs:

  • Making the Ask – Winning Solicitation Techniques and Practice
  • A Practical Guide to Start a Planned Giving Program
  • What Does it Take to Be Ready for a Capital Campaign?
  • The Board’s Role in Fundraising
  • How to Find Terrific Donors
  • Effective Donor Cultivation and Stewardship Strategies
  • Planning for Development Growth

Learning and Leadership Development


Custom Fundraising Training - Our team can design and deliver custom fundraising trainings for your staff, volunteers and board on a wide range of subjects. We ensure our time together is fun, interactive and practical so when the training is complete, you have the tools you need. Here are some examples of popular trainings we can adapt for your needs:

  • Making the Ask – Winning Solicitation Techniques and Practice
  • A Practical Guide to Start a Planned Giving Program
  • What Does it Take to Be Ready for a Capital Campaign?
  • The Board’s Role in Fundraising
  • How to Find Terrific Donors
  • Effective Donor Cultivation and Stewardship Strategies
  • Planning for Development Growth

Custom Fundraising Coaching


Our team of experts can provide ongoing coaching to your fundraising leadership to help them succeed at their role in generating resources for your organization. Often having a thought-partner and coach each step of the way can be the key ingredient to hitting your goals. This service can be invaluable for new leaders taking on a greater fundraising role and for those veterans who want a fresh way to look at their programs.

  • Janette Kennedy
    We are grateful for the wisdom that Melissa and Marcella brought during our work through a feasibility study and launch of our capital campaign. Their expertise, thoughtfulness, and deep understanding of our mission helped us gain clarity, confidence, and momentum. They are trusted partners who have helped guide us with both strategy and heart. We are deeply grateful for their leadership and support at this pivotal moment for our organization
    Janette Kennedy
    Executive Director of Development and External Relations for Loaves and Fishes of Contra Costa
  • Working with Marcella has been one of the best investments Canal Alliance has made in our development program. Since 2023, she has helped us meaningfully grow our major gift fundraising capacity—bringing both the strategic vision to see what's possible and the hands-on expertise to build the systems and processes that make it sustainable. She's reliable, creative, and somehow makes the hard work of fundraising feel energizing.
    Sara Matson
    Chief Development Officer, Canal Alliance
  • I had the privilege to work closely with Melissa over the last 7 years and can attest to her excellent skills as a consultant and business leader. She played a critical role as our Senior Managing Associate at PRG and led fundraising projects large and small with grace and efficiency. I would highly recommend her for your next fundraising adventure whether it be preparing for a large capital initiative or training your board and team for effective solicitations, or anything in between. She will be a key to your success.
    Elliot Levin
    President and Founder, Partnership Resources Group LLC
  • We had the opportunity to work with Melissa during a campaign feasibility study for our organization. Our team greatly valued her leadership, professionalism, and ability to keep everyone on task. We left every meeting with a sense of direction and clarity on the next steps. In addition, we received very positive feedback from our stakeholders who participated in the study. We hope to continue working with her in the future!
    Sara Nathan
    CEO, Amigos de las Americas
  • Melissa did am amazing job conducting a feasibility study for my organization (Community Land Trust of West Marin). I was impressed with her extensive knowledge, experience, and skill in not only conducting the study, but in helping us clarify our goals and vision, and listening to all of the different perspectives that members of our team brought to the project. Melissa was a pleasure to work with, and was always responsive to our questions, concerns and shifts in our project timeline.
    Stephanie Roth
    Principal, Klein & Roth Consulting & Prior Major Gifts Officer, CLAM
_ BY THE NUMBERS

It has been our great honor to serve hundreds of nonprofits nation-wide develop the capacity and resources needed to serve their mission and make a difference.

 

Dollars Raised

$150M

Plus


Non Profits

200+

Helped