ADH&A’s planning process begins with a discovery phase including interviews, document/finance review, and comparable research. Based on the discovery findings, working/vision sessions can include in-depth assessments, research, stakeholder conversations, and committee discussions that support clients to identify priorities and measurable, sustainable goals.

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The resulting strategic plan defines and aligns mission, programs, staff/board capacity, and financial resources - with optional implementation support.

We help you identify and plan for the donors you need to launch a successful capital campaign of any size.

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Our comprehensive campaign services will position you for success by developing donor and prospect strategies, identifying potential funding sources, and establishing key campaign policies. You’ll also have the reassurance provided by our experienced team to support the infrastructure through prospect management, a campaign expense budget, revenue cash flow, and a detailed workflow outlining action steps and timeline – all of which ensure your project stays on budget and on time.

We partner with you to test the feasibility of new possibilities, whether you are planning a new building, establishing or expanding reserves, or implementing a first-ever strategic funding plan.

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We’ll support your inquiry and assess your community’s willingness to invest in your project, while remaining grounded in the realities of market research, stakeholder conversations, and capacity assessments.

We support organizations of all sizes through internal capacity assessments, analysis of fundraising messaging and methods, and market and trend research.

 

Together, we will develop a comprehensive, actionable annual fundraising campaign that creates a compelling case for support as well as the strategies for connecting your donors more deeply to your mission and work.

We provide comprehensive board education and cultivation strategies for organizations of all sizes, taking them through the fundamental responsibilities of board leadership,compliance guidelines, fundraising, and staff engagement.

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Our board development programs encourage board members to support and inspire each other, develop healthy leadership practices, and build a governance culture that centers the mission and empowers staff.

ADH&A’s client relationships are at the center of everything we do, and we love to work creatively with clients to develop hands-on action plans for a variety of unique needs, including:
 

• Standard one-on-one coaching

• Solicitation training

• Specialized institutional proposals (capital, etc)

• Budget and finance analysis

• Database design

• Facilities analysis

• Professional development for Board and Staff

• Interim staffing

ADH&A understands that leadership transitions are complex and pivotal moments for every organization.

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Our team will work with you to develop a structured, strategic, and comprehensive recruitment plan that includes industry research, salary analysis, stakeholder/community interviews, job description, committee structure, candidate outreach and screening, interview process and design, and onboarding and negotiation support.

Our goal for a successful search process is to prioritize diversity, access, and inclusion, and to empower the search team to make confident, informed decisions.