CommonWealth has a distinctive competence as fundraising
counsel for nonprofit organizations in planned and major gifts,
institutional planning and team building. We develop customized
plans based on where you are now and where you want to be in two
CommonWealth plans always include securing major
gifts of cash as well as gifts from wills and other vehicles for
charitable estate plans.
Speaking with a supportive group of
volunteers at the Kansas City Jewish Community Foundation.
The process of developing a Planned/Major Gifts
Program and/or Capital Campaign may include the following
Developmental Audit. The developmental
audit presents a picture of the organization's current
development program. It includes an analysis of the structure,
operation and logistical strength of the development function.
Written Planned and Major Gifts Strategy.
The design of the Planned and Major Gifts Program includes
information obtained from the Developmental Audit. The final
strategy will include policies and procedures and a step-by-step
Development of Philanthropic Planning Team.
COMMONWEALTH works with you to develop a team of distinguished
financial and legal professionals from your community dedicated
to your organization who are willing to donate their services in
continuing your philanthropic efforts.
Case Statement. Although COMMONWEALTH
does not write your case statement for you, we work with your
philanthropic planning team and development personnel as they
produce this marketing tool which is used with planned and major
Prospect Development. Identifying a
select population to be specially informed, motivated and
presented with planned gift opportunities takes special
expertise. COMMONWEALTH will be the catalyst to ensure
consistent, personal association with your donors and planned
gift prospects in their own environment.
Team Building. COMMONWEALTH will develop
your expertise in these areas and also train your volunteers.
Monitoring. COMMONWEALTH nurtures and
encourages all of the members of your team to complete their
assigned tasks. This method of accountability is vital to the
success of your fundraising efforts.
In addition, COMMONWEALTH performs:
Directional Studies (sometimes called
“Feasibility Studies) for major campaigns
Comprehensive Developmental Audits
Counsel on developing a private or family
BOARD RETREATS AND TRAINING SEMINARS
Jim Gillespie, CFRE and president of COMMONWEALTH, is an
accomplished and compelling national speaker on a variety of
philanthropic topics. He uses humor as he has spoken to over
1,000 groups of charitable volunteers and professional
fundraising executives, conducting seminars and retreats which
range in length from 2 hours to two days. Jim is a lead faculty
member of The Fund Raising School, a unit of Indiana
University's Center on Philanthropy. He has presented often at
the national conferences of AFP and PPP. He makes regular
presentations to governing boards, professional advisors and
Seminars on these and many other topics are available through
the COMMONWEALTH office:
Gee Whiz! What Am I Gonna' Say? Negotiating
Planned and Major Gifts
So You Want To Start An Endowment ... What Now?
The Donor Advocate: Whose Side Is That
Manager/Fund Raiser On?
The Process Of Asking For A Gift
Finding Time – How To Get Things Done
Write Your Business Plan – Developing Measurable
Getting Appointments – Eliminating The 5,000
Pound Telephone Syndrome
Who Controls Your Donor's Social Capital? (A
Boot Camp For Planned Giving
Charitable Gift Annuities - A Case Study And
Implementing And Marketing Planned Giving
Tools For Building Successful Endowment Funds
How To Select And Work With Consultants
How Planned Giving Dovetails With Your
In The Spirit Of Community; A Discussion On
The Wise Art Of Governing; Personal Commitment
To A Spiritual Leadership Style (Board Retreat)
CommonWealth subscribes to the
Code of Ethics of the the Partnership for Philanthropic Planning
and maintains affiliations with the Association of Fundraising
and the Partnership for Philanthropic Planning (PPP).