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.
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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.
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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.
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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 & optimizationBusiness 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
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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
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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