This Solicitation opportunity from Florida was posted on October 7, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
Consulting for Fundraising and Stewardship Support Services
Contract Overview
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The College of Business at Florida International University is seeking a consultant for a six-month engagement from November 2024 through June 2025 to enhance its fundraising and development efforts. The scope of work includes providing strategic advice, analyzing and documenting current advancement operations, and leveraging Raiser’s Edge/NXT for forecasting, benchmarking, and reporting on fundraising activities. The consultant will compile donor information, refine solicitation strategies, and support the building of a donor portfolio for Leadership Annual Giving, with a focus on engaging top donors and tracking contributions. Additionally, the consultant will develop and deliver training on report generation and data interpretation, assist with gift processing questions, and prepare comprehensive documentation for ongoing use. Key deliverables involve refining gift solicitation options in collaboration with the Dean, establishing regular reporting mechanisms to monitor fundraising results, and creating personalized stewardship strategies to maintain donor relationships. The role also includes briefing the Dean on major gift opportunities, providing stewardship reports for gifts over $1,000, and ensuring timely communication with top donors. Candidates must have proven experience with Raiser’s Edge/NXT and a background in fundraising and donor stewardship. The contract requires a detailed proposal outlining services and costs, including bi-monthly travel to campus for meetings, with the overall budget estimated between $50,000 and $150,000.
General Info
Agency
Place of Performance
FL, USASet-Aside
Documents
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Timeline
Submission Closed
Organization & Contact Information
Full Description
Specifically:
• On-call availability to discuss any strategies or issues that arise with donors • Structural analysis and documentation of current Advancement Operation • Bench-marking and forecasting using Raiser’s Edge for $ goals & capacity planning • Compiling a list of top 25 donors with descriptions to assist new staff with solicitations • Working with strategic plan to refine menu of approved gift options for solicitations • Generate weekly and monthly financial reports that summarize fundraising activities and donor contributions • Contacting and/or soliciting Leadership Annual Giving Pipeline with involvement by Dean • Building a portfolio of donors for Leadership Annual Giving (LAG) role • Establish a consistent process for engaging the advisory board members and tracking their contributions.
The following deliverables:
• Portfolio Management: Work with Dean to refine a menu of priority gift options for solicitations of various amounts; Review list of “LAG” with Dean and other volunteers to identify those who could offer a warm introduction.
• Reporting and analysis of fundraising results: Benchmark the number of gifts, dollars, and solicitations in FY24;Set up weekly tracking reports to manage results for FY25 based on FY23 & FY24;Set up monthly and weekly reports of gifts and donors to be shared with Dean; Create reports that show the amount of cash received as well as the accrual amount pledged.
• Training and Documentation: Work with Senior Executive Assistant to the Dean to show how to run requested reports; Review with Dean and Executive Assistant how they can interpret these reports; Work with Dir. of Finance (or their team) to run fundraising reports; Assist individual handling gift processing with any questions on data entry or gift reporting; Prepare binder/shared document which includes instructions on reports and/or gifts; Provide training on Raiser’s Edge to new staff if needed
• Cultivation/Solicitation: Briefings for the Dean for making fundraising calls using research notes from Raiser’s Edge; Be available to talk about major gifts or other development scenarios that would normally be handled by the Exec. Dir. of Development
• Stewardship: Report to the Dean of all $1,000+ donations with contact info so he can thank them monthly; All gifts made by any donor on the top 100 list will be reported weekly to the Dean; Quarterly reports on which pledge payments are upcoming to be received; Document the schedule for the reports; Develop personalized communication strategies to enhance donor relationships and retention.
QUALIFICATIONS: Consultants must have knowledge working with Raiser's Edge/NXT, including reporting. Proven experience in fundraising and donor stewardship.
QUOTES: Please include a detailed breakdown of your services and associated costs. Please ensure that your quote is for a period of six months, effective November 1, 2024 – June 30, 2025. Quote must also include related travel costs twice a month to campus to meet with the team for a period of no less than three (3) days for each visit. Any additional value-added services you can offer.
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