How we partner

We adapt our partnership approach to your team’s goals, needs, and bandwidth.

Strategic advisory​
Project support​
Embedded team members​
Interim role coverage​
Long-term outsourcing

“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

Revenue growth & relationship-based fundraising​

Dynamic and sustainable revenue growth requires ongoing and proactive investment in people, systems, and culture. ​

Aperio’s services are rooted in proven approaches that we have developed through in-house experience and collaboration with our clients. ​

Our strategic advisory and hands-on support enable teams to go beyond great ideas and start acting on simpler, smarter ways to grow.

  • Assessments​
    Growth strategies
    Implementation plans
    Change management plans

  • Principal gifts​
    Major gifts​
    Planned giving​
    Middle giving​
    Corporate ​
    Foundations

  • Organizational design
    Job descriptions
    Governance model
    Retreats & team-building​

  • Assessments​
    Board engagement plans​
    Resources, training, & retreats​
    Moves management support

  • Leadership engagement plans​
    Resources & processes​
    Moves management support

  • Moves management support​
    Training & coaching​
    Fractional fundraisers​
    Fractional proposal- & grant-writers

  • Portfolio creation​
    Portfolio quality assessments​
    Ask & moves planning​
    Portfolio management playbooks

  • Storytelling strategy​
    Case & collateral​
    Funding opportunities​
    Outreach templates & tools

  • Donor engagement plans
    Plan implementation​
    Stewardship reports & collateral​
    Process documentation

  • New prospect identification​
    Donor research​
    Qualification processes

  • List analysis & segmentation​
    Reports & dashboards​
    CRM optimization​
    Process optimization & documentation

Feasibility studies & campaigns

Campaigns are a powerful tool for resourcing your bold, strategic ideas. Done well, your campaign can catalyze sustainable growth for years to come. ​

Aperio provides end-to-end support, from early planning states and feasibility studies to campaign management and post-campaign transitions. Our services help you achieve your goals today, while building capacity for ongoing growth tomorrow.

  • Campaign concept development​
    Prospectus creation​
    Feasibility studies​
    Landscape assessments

  • Campaign plan development​
    Monitoring, evaluation & KPIs​
    Program strategy development​
    Campaign case development​
    Campaign resource creation​
    Campaign prospect lists

  • Board readiness​
    Team readiness​
    Pipeline development​
    Stewardship system readiness​
    Process optimization & documentation​
    CRM readiness

  • Strategic oversight​
    Pipeline management​
    Board & volunteer engagement​
    Fundraiser support​
    Fractional fundraisers​
    Fractional proposal- and grant-writers​
    Cultivation & stewardship support ​
    Naming opportunities management

  • Assessments​
    Strategy updates​
    Case & collateral updates​
    Board & volunteer engagement

  • Public phase strategies & plans​
    Campaign close ask plans

  • Post-campaign assessments​
    Major gifts growth & sustainability plans ​
    Plan implementation support ​
    Campaign donor stewardship support​
    Training & coaching

Development operations & technology​

Fundraising success increasingly depends on efficient systems and effective use of technology. ​

Aperio’s development and technology services cut through the noise and get to what matters most: relationships. Imagine what your team could accomplish with less time wasted and more time to spend with donors.​

Uniquely, our technical team is fully integrated into our fundraising services—ensuring operational enhancements enable revenue strategies.

  • Operations assessments​
    CRM assessments​
    Technology ecosystem assessments

  • Operations enhancement plans​
    CRM enhancement plans​
    Technology ecosystem redesign​
    Implementation plans

  • Organizational design​
    Job descriptions​
    Training & coaching

  • Field audits & optimization​
    Integrations audits & optimization​
    Reporting audits & optimization​Business rule creation​
    Portfolio management playbooks​
    User training & coaching

  • Selection support
    Strategic oversight
    Technical & data preparation support
    User adoption support

  • Strategic oversight
    Technical & data preparation support
    User adoption support

    ​

  • Donor engagement & stewardship​
    Prospect research​
    Prospect management / portfolio support​
    Leadership engagement with donors​
    Board engagement in philanthropy​
    Case & collateral development​
    Funding opportunities​
    Proposals & grant-writing​
    Department document organization​
    Training

  • Gift processing & acknowledgement ​
    CRM management​
    Technical support

Team-building & ​
talent development

Relationship-based fundraising starts with your people: equipping them to build relationships authentically and collaborate effectively as a team. ​

Aperio’s expert facilitators, trainers, and coaches can build the capabilities, capacity, and confidence of your team. We tailor our approaches to meet your team and organization where they are.

Aperio has advanced training expertise in the following areas: ​

  • Introduction to fundraising​

  • Board philanthropy leadership ​

  • Fundraising management ​

  • Principal gifts​

  • Major gifts

  • Planned giving​

  • Middle giving​

  • Corporate​

  • Foundations​

  • Campaign

  • Team assessments​
    Team-building development plans​
    Plan implementation support​
    Team-building retreat facilitation​
    Strategic planning retreat facilitation​
    Training​
    Train-the-trainer program creation

  • Retreat facilitation​
    Philanthropy leadership training​
    Coaching

  • Fundraising management training​
    Coaching​
    New leader onboarding support

  • Fundraising management training​
    Coaching​
    New leader onboarding support

  • Leadership team assessments​
    Leadership development plans​
    Plan implementation support​
    Coaching

  • ​Skills assessments​
    Skill-building development plans​
    Plan implementation support​
    Coaching

“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