TRANSFORMATION PARTNER
What We Bring to You
At Lumi Advisors, we offer a comprehensive range of services designed to maximize your fundraising effectiveness. From Assessment to Recommendations to Implementation, Lumi partners with our clients through the entire process.
Lumi Advisors provides professional expertise and guidance to nonprofit organizations seeking to raise funds for various causes, projects, or initiatives. Our skilled team offers specialized knowledge and strategies to help our clients develop effective fundraising campaigns and achieve their budget revenue goals. Please explore an overview of the development and fundraising services we provide and reach out to us for a customized proposal.
01
Campaign Strategy Development
Beyond individual campaigns, Lumi Advisors can help organizations develop long-term fundraising plans that align with their mission and vision, ensuring sustainable financial support over time.
02
Board Development and Executive Director Coaching
We help nonprofits establish a solid foundation for fundraising success by helping their Boards and Executive Directors build strong and informed strategies through tailored fundraising trainings and real time feedback coaching sessions.
03
Grant Writing and Proposal Development
Lumi Advisors helps clients identify grant opportunities, craft persuasive grant proposals, and manage the submission process. We also assist in reporting on grant-funded projects.
04
Donor Cultivation and Stewardship
We assist in developing strategies to engage and cultivate donors, including personalized communication plans, events, and recognition efforts. Stewardship plans ensure donors feel appreciated and informed about the impact of their contributions.
05
Donor Research and Prospect Identification
Our team conducts research to identify potential donors who are aligned with the client's mission and likely to contribute. This involves analyzing donor databases, wealth screening, and prospect research to build a list of qualified prospects.
06
Major Gifts and Donor Solicitation
We offer guidance on identifying major gift prospects, developing solicitation strategies, and conducting successful face-to-face solicitations. We also provide training to staff and board members involved in solicitation efforts.
07
Training and Capacity Building
Lumi Advisors offers training sessions and workshops to enhance the skills of staff, board members, and volunteers involved in fundraising efforts. This includes topics on donor relations, effective communication, and best practices.
08
Metrics and Performance Tracking
We help organizations measure the success of their fundraising efforts by setting key performance indicators (KPIs), tracking progress, and providing recommendations for improvement.
09
Long-Term Fundraising Strategy
Beyond individual campaigns, Lumi Advisors can help organizations develop long-term fundraising plans that align with their mission and vision, ensuring sustainable financial support over time.