Realize your fundraising potential.

Use Aperio’s services and roadmap to simplify your path to fundraising growth. We’ll bring real fundraisers and real support so that you can see real results—that last.

Services

 

Aperio support

Aperio is putting the ‘full’ back into ‘full-service consulting firm.’ We go beyond great ideas. We work alongside you to get the work done.

 

“Whether it's our Capital Campaign or our day-to-day development operations, Aperio Philanthropy's guidance has been irreplaceable.”

 

“Aperio Philanthropy has been a great partner for Jackson County CASA (Missouri).  Aperio started out as our Capital Campaign consultants however, they quickly became our overall Donor Engagement Strategy consultants as well. They are available for updates, consistent strategy meetings, and impromptu phone calls that make their clients feel valued and seen.”

— Tahir Atwater
Director of Donor and Volunteer Engagement,
Jackson County CASA

Strategy development

We know what you’re thinking…‘strategy’ is code for an expensive report no one will ever read. Been there, done that—and fixed it. Our unique process builds buy-in for your vision, so that when our report is done, you can get started.

Data analytics & clean-up

We uncover new fundraising potential in your database through proven analytics and segmentation methods. We get your donor lists cleaned up so that you can use them to spark new conversations about new gifts.

Project management

As a busy leader, your time is rarely best spent managing the day-to-day of building your program. Enter Aperio. Our savvy project managers serve as an extension of your leadership, keeping projects on track.

Donor outreach

As a firm created for fundraisers by fundraisers, we’re willing (shocker!) to help you fundraise. We serve as a turnkey way to ramp up your donor outreach. We’ll send emails, write letters, and make calls—and warm up relationships for you.

Hands-on project support

We’ve all experienced consultants making recommendations…and leaving the work undone. We are not that firm. Our experts roll up their sleeves and take work off your plate—so you can focus on relationships.

Board engagement

Your board’s leadership in philanthropy is the heart of your fundraising success. Draw on Aperio’s expertise and experience to inspire and equip board members to lead your fundraising through personal giving and outreach.

Campaigns

Dreaming about a big idea, new program, or new facility? A campaign might be right for your organization. Rely on Aperio to move through the stages of building donor excitement, crafting a plan, and fundraising to fuel your vision.

Retreats & workshops

Your people are your most valuable asset. Unlock their potential through Aperio’s exciting retreats & workshops for teams and boards. We’ll spare them talking heads and instead engage them in forward-looking idea exchange.

Coaching

Give yourself or a fundraiser the gift of a thought partner. We’ll dedicate time each week to talking through the pain points and opportunities that make up the day-to-day of fundraising. We’ll never patronize—and always partner.

“I have felt like the Aperio team is an extension of our team since the beginning.”

“Aligned has been working with Aperio for nearly a year. In that time, they have been extremely flexible in our changing needs, supportive of us in creating our "story" to market, finding and contacting business prospects, and developing a grant strategy. The staff is always friendly, responsive, and deadline-driven.

— Torree Pederson
President and CEO, Aligned

Women in philanthropy

Aperio partners with your staff and volunteers to deepen engagement of women—the key to fundraising success. With growing economic power, women exert ever-growing influence on charitable giving. To seize the opportunity to partner with these emerging philanthropic leaders and decision-makers, every organization must update fundraising mindsets, practices, and systems. Aperio’s tested and proven approach simplifies the transition, allowing your team to focus on building new partnerships.

  • Aperio will assess your community and fundraising program to uncover opportunities. We will provide actionable recommendations that you can use to strengthen engagement of women supporters.

  • Aperio will work alongside your staff and volunteers to design and launch your women’s initiative. Drawing on a tested and proven model, Aperio will partner with you to build an initiative unique to your organization.

  • Aperio will serve as an extension of your team as you develop strategies, advance capacity-building projects, and engage donors. Together, we create pathways to deeper engagement and new revenue.

Services