All Wealth Screening in California
Mirenda & Associates
Service Area: We typically serve the Pacific and Rocky Mountain regions, but can work with clients in the Midwest as well
Category Details (click to view)
Our campaign management engagements are structured to provide the most efficient and effective counsel needed by the client, depending upon the results of the philanthropic market study, particularly the internal assessment portion.
Key elements of our campaign management are:
1. Oversee and Facilitate the Enlistment of a Cadre of Campaign Leadership
Volunteers
2. Create a Comprehensive Campaign Plan and Timetable
3. Oversee and Facilitate all Major Gift Solicitations.
4. Oversee the Creation and Production of all Campaign Collateral Materials.
5. Oversee all Campaign Support Functions
While there is no standard formula for every client, our comprehensive approach helps your organization focus on solutions that strengthen your long-term financial viability.
Program Development
The foundation of a successful fund-raising program lies in the investment you make in its continuing development.
Have you established sound, effective and ethical development office policies and procedures? Are you recruiting solid development staff and implementing the right mix of solicitation methods for your organization?
Development Program Assessments
Let Mirenda & Associates help identity opportunities for improvement that will put you on a path for increased success. We will conduct a comprehensive assessment of your development office programs and activities in relation to your goals. We will evaluate your annual giving program, including your direct mail, major gifts, volunteer-led programs, web-based fundraising and other sources of revenue and recommend effective ways to expand and diversify current revenue streams.
Strategic Planning
The most successful and far-reaching institutional advancement programs are guided by carefully developed strategic plans, ensuring that each facet of the program supports overarching goals. Guided by a clear plan, every board and staff member better understands the importance of his or her role and actions in implementing the key elements of the plan.
A far-reaching project like this should be board led. It is their responsibility, working with staff leadership, to recognize when a new, refreshing look at the organization’s future is necessary, and to take the appropriate steps to ensure it is carried out. It is one of the most important of the Ten Basic Responsibilities of a Nonprofit Board.
Drawing on almost 100 years of collective fundraising and institutional advancement experience, Mirenda & Associates uses the Board Self-Assessment results to assist board leadership in recognizing when a strategic planning initiative should be carried out and guides them through the comprehensive process. Then, we work closely with board and staff leadership to develop a carefully researched and executed strategic plan that serves as the road map for all capital, annual and planned fundraising and other efforts to enhance the organization’s public standing.
Our strategic planning studies have the following objectives:
• To assess thoroughly the comprehensive development and public awareness programs and create detailed recommendations to maximize their effectiveness;
• To strengthen and develop board fundraising awareness and effectiveness;
• To enhance the impact of fundraising communication and advancement materials and plans.
Typically requiring 2-3 months to complete, a Mirenda & Associates strategic planning study evaluates the relationships an organization has with community leaders and prospective major donors. By outlining how valuable partnerships with key individuals can be maintained and improved, we are able to provide your board, administrative leaders and development staff with the facts they need to improve the scope, structure and effectiveness of your fundraising program.
Recruiting and educating the right mix of people for your board is essential to achieving goals, expanding vision and sustaining organizational success. Mirenda & Associates provides a solid foundation through the following services:
Comprehensive Board Self Evaluation
Working in conjunction with Board Source, the Washington, DC, organization that is the recognized leader in nonprofit board leadership that supports, trains, and educates nonprofit leaders from across the country and throughout the world, Mirenda & Associates can conduct a Board Self-Assessment (BSA). The BSA builds the foundation for establishing board development priorities and motivating board members, individually and collectively, to strengthen the full board’s governance performance and practices. Let us assist you in charting the future of your organization.
Recruitment
With a proven track record of developing national boards and chapter networks, we provide sound strategies to attract, recruit and effectively involve volunteers at the board level.
Enrichment
The current environment requires that board members are more knowledgeable than ever yet remain objective in their analysis of the organization. Increasingly, board members must take charge of their own development and training. Once the right board is in place, it is then critical that all members are equipped to carry out their governance, fiduciary and fundraising responsibilities.
Using the results of the Board Self-Assessment, Mirenda & Associates works directly with key individuals to empower them to best represent the interests of the organization, its clients and its donors. Further, we can help each member understand the right questions to ask, the most important indicators to monitor and when to advocate for constructive change.
Wealth Screening and Prospect Research
We work with the most effective electronic screening services to find the very best prospects for you, thereby eliminating hundreds of hours of staff time. We know that obtaining a major gift is 90% preparation and 10% execution, and nothing is more important than knowing as much as possible about your prospects. Our experienced prospect research specialist has access to the critical databases that contain relevant data about your potential and will work to isolate the unique information that is key to a successful solicitation. All data is then assembled into concise, detailed reports, providing you with a complete financial and personal profile.
Contact Information (click to view)
Contact: Ronald F. Mirenda
Email: ron@mirendaassoc.com
Phone: 303-601-5464
Website: https://www.mirendaassociates.com
LinkedIn: Mirenda & Associates