Our Services
Our services are tailored to your organization’s unique needs and goals, as well as your strengths and existing capacity. Our goal is to uncover the heart and vision of your organization and help bring your vision to life.
Capital Campaigns
Capital campaigns are unlike any other fundraising process. They are intense, specific, fast-paced, and require a great deal of strategy and buy-in.
By emphasizing campaign readiness, strategic insight, messaging, and campaign management, MaxEx can manage a capital campaign at any involvement level desired. MaxEx can also manage the logistical burdens of a capital campaign such as coordinating action steps, emphasizing deadlines, and supporting volunteers on behalf of the organization.
Resource Development Audit
MaxEx conducts a development audit to objectively evaluate the effectiveness of an organizations fundraising efforts. By assessing infrastructure, methods, environment, performance, and potential through both quantitative and qualitative analysis, MaxEx provides data-driven insights that help prioritize strategies, identify growth opportunities, promote best practices, and support leadership decision-making.
Expected outcomes of a development audit can include:
- Identified opportunities and obstacles for growth.
- Prioritized fundraising strategies.
- Best practices for increased efficiency.
- Recommended strategies to improve fundraising productivity.
Strategic Planning
Some refer to the strategic planning process as creating a roadmap for the future. Others call strategic plans an outline or a blueprint. No matter how you describe it, strategic planning is necessary for an organization’s sustainability.
MaxEx starts the strategic planning process by analyzing an organization’s internal and external environments and how they affect the organization. Based on this initial analysis MaxEx helps a group dream, focus its ideas, think through manageable steps, and develop effective strategies. Organizations walk away with a specific plan targeted around measurable goals.
Messaging Development
By using MaxEx's highly effective NEED, VALUE, DIFFERENTIATION process, an organization will build consistent, yet customizable, messaging that can be easily adapted to print, web, presentations, and networking conversations.
Meeting & Group Facilitation
MaxEx provides professional, neutral facilitation services using a combination of proven techniques and instinct. Meetings are planned with the ideal outcome in mind. They are well organized and results driven, ensuring all parties are engaged and feel heard throughout. A facilitator can bring clarity and organization to any type of discussion needing some guidance.
Fundraising Strategy and Consultation
Whether looking to freshen a current fundraising process or create a fundraiser from scratch, MaxEx can educate staff and volunteers on how to successfully prepare and implement a fundraising campaign. This can include analyzing past giving trends; developing strategies and timelines; facilitating fundraising planning meetings; managing progress; and assessing donor tracking tools.
This comprehensive approach to fundraising ensures success while equipping staff and volunteers with transferable skills that will benefit future fundraising endeavors.
Feasibility Study
Campaigns are often pinnacle fundraising endeavors for nonprofits. They cast a vision for the future that requires significant buy-in and investment to bring it to fruition. And how a campaign starts is the leading determinant of how it will end. So why not get off to the best start possible?
The purpose of a feasibility study is to evaluate the probability of a project’s fundraising success before it begins. This positions a campaign for its greatest chance of success by discovering three key insights:
• Initial perception of the project’s vision and case.
• Probable donor’s appetite for investment.
• Impact of the organization’s current position and capacity.
A MaxEx feasibility study provides the qualitative and quantitative data needed to lead an organization confidently and make informed decisions during campaign planning. Our data process is rigorous, leaving no variable or special discovery unturned. The organization’s vision and current position is benchmarked against best practices, equipping your organization with perspective on what can be accomplished and reveals the most effective strategies to reach its goals.
Needs Assessments & Customized Research Projects
MaxEx assessment and stakeholder research services are designed for organizations seeking to learn more about their key stakeholders and to improve effectiveness. We use descriptive and analytical research methods to bring about actionable insights and strategic solutions.
We take a collaborative approach to research through surveys, focus groups, and/or interviews, closely involving clients throughout the process. Past clients have included health systems, chambers, and statewide advocacy organizations.
Board & Staff Trainings
MaxEx can empower your organization to maximize the potential of your current employees and board members through meaningful training while also helping you dream for the future. Our team excels in engaging buy-in, improving internal and external communication, and influencing culture by concentrating on the strengths of the organization and its people.
Additionally, nonprofit board members can benefit from training on board best practices, tactics on engaging more partnerships, how to solicit funds, stewardship, and more. All trainings are customized and often seen as a great compliment to our strategic planning process and campaign management efforts. Continual learning and improvement is key to nonprofit board development.
Board Optimization Workshop
A high-performing board effectively drives strategic direction, provides adequate oversight, strengthens resource development, and boosts awareness and support for the mission. However, reaching peak performance requires intentional planning and focus. Boards benefit significantly from dedicating focused time to evaluating and enhancing their workstyle and outcomes.
MaxEx facilitates this two-hour workshop tailored for nonprofits of all sizes that will actively engage board members and executive staff with:
- Understanding the fundamentals of board governance.
- Assessing the board’s current performance stage.
- Creating tailored goals and strategies to optimize board governance and performance.
The workshop can be integrated into a board meeting, included in a board retreat, or offered as a team-building session.
