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.
Roadmap to fundraising growth
People
Your people are your fundraising potential. Provide them the focus and organization they need to work confidently—and achieve results.
Team structure
There are many ways to structure a fundraising team, but few ways to structure it to optimize return on investment per fundraiser. Rely on Aperio’s extensive experience to design a structure that yields sustainable results.
Talent development
Great fundraisers are scarce and expensive. Strengthen your recruiting, onboarding, career development, and training programs to establish your organization as an employer of choice for savvy, effective fundraisers.
Metrics management
In fundraising, the ‘science’ is as important as the ‘art.’ Unlock new potential from your team by adopting proven metrics management practices that drive pace, productivity, and results—all through inspiring experience for your team.
Board engagement
Like all bold initiatives, fundraising growth starts with board leadership through personal giving and outreach. Equip, empower, and inspire your board members to embrace their vital role in fundraising—and enjoy it.
Leadership engagement
Philanthropic and corporate leaders expect a relationship with your leadership. Streamline leadership engagement in fundraising to increase leadership impact on fundraising—without detracting from other responsibilities.
Fundraising skills
No matter how long we’ve worked in fundraising, there’s always more to learn. Achieve dynamic growth through continual investment in the skills of your fundraising team, as well as your board, leadership, and other staff.
Business model
Fundraising success is not an accident. It’s a business model. Bring the proven methods to your organization—without reinventing the wheel.
Donor segmentation
So much of fundraising comes down to a list: Who are your donors? What experience are you providing them? Aperio will segment your list using the latest tools and analytics—and bring new focus to your fundraising.
Moves management
All relationship-based fundraising depends on the success of moves management. Aperio equips your team to translate an abstract term into an exciting donor experience that inspires lifelong giving and engagement.
Stewardship systems
Stewardship has a reputation as the ‘warm & fuzzy’ side of fundraising. In fact, it’s a science—on which your fundraising success depends. Use Aperio’s turnkey methods and resources to improve your donors’ experience today.
Case & funding opportunities
Compelling collateral is key. Our team of case developers, writers, and designers will collaborate with your team to create a fresh suite of materials that tell your mission’s story and provide tangible ways donors can help.
CRM & database
Does your CRM/database actually help you and plan ahead? Use Aperio’s unique expertise to convert your CRM/database from cluttered information into your team’s most powerful relationship-building tool.
Lead generation
Donor acquisition is difficult and expensive. Aperio simplifies the process of building out your list, researching and qualifying donors, and implementing systems to make sure no opportunity falls through the cracks.
Culture
As Peter Drucker summarized: “Culture eats strategy for breakfast.” Invest in the foundational culture of philanthropy to ensure your strategy succeeds.
Collaboration vision
Thriving nonprofits all depend on a culture of philanthropy to guide the day-to-day work of all staff and volunteers. Aperio facilitates leadership and team workshops to define: What will our culture of philanthropy look like?
Collaboration framework
Aperio works with your team to bring their vision to life through concrete steps—new thinking and streamlined workflows between fundraising and other departments, such as program, finance, and marketing & communications.
Collaboration skills
As your program grows, it becomes increasingly important for every member of your team to understand the fundamentals of philanthropy. Aperio specializes in inspiring, accessible fundraising trainings for everyone.
Campaigns
If you plan to expand your mission and programs, a campaign can help you fund your vision. Draw on proven methods to inspire donors to join you.
Feasibility study
Philanthropists want to be engaged before you have your campaign plans finalized. Aperio’s innovative feasibility study process builds on the traditional model of donor interviews, providing you meaningful ways to deepen your own relationships with them.
Campaign plan
Your campaign is unique, so your plan should be too. Aperio combines learnings from feasibility studies into genuinely custom-made plans that create a roadmap to campaign success—as well as strategies to permanently elevate the potential of your core fundraising program.
Campaign management
Our experienced campaign fundraisers will roll up their sleeves and work alongside you to meet with donors, make solicitations, and manage volunteers. We’ll develop strategies and take the busy work of tracking and logistics off your plate so that you can focus on relationships.