Open Forum

I have recently joined the board of a new emerging historic house museum. We constitute the "friends" group and are developing a fundraising strategy. We may want to consider hiring a fundraising consultant. Any thoughts, recommendations for where to find a resource for such a service? I have reviewed all of the content on the AAM website but would like to hear from organizations who have actually utilized someone to develop a fundraising plan.

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Amy Shook-Perez
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Hi Amy,

Would be happy to talk about hiring a fund raising consultant.  Let's set up a date a time.

Best,

Pru

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Prudence Haines
Philadelphia PA
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Original Message:
Sent: 03-27-2018 06:03 PM
From: Amy Shook-Perez
Subject: Fundraising Concultants

I have recently joined the board of a new emerging historic house museum. We constitute the "friends" group and are developing a fundraising strategy. We may want to consider hiring a fundraising consultant. Any thoughts, recommendations for where to find a resource for such a service? I have reviewed all of the content on the AAM website but would like to hear from organizations who have actually utilized someone to develop a fundraising plan.

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Amy Shook-Perez
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Hey Amy,  We are a small boutique firm that provides fundraising services.  We are client-friendly and glad to provide some free advice to help you along.  By the way, I started my career in the Stone-Tolan house in Rochester, NY in 1970...yikes...cheers, Sully

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Robert Sullivan
Partner
Washington DC
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Original Message:
Sent: 03-27-2018 06:03 PM
From: Amy Shook-Perez
Subject: Fundraising Concultants

I have recently joined the board of a new emerging historic house museum. We constitute the "friends" group and are developing a fundraising strategy. We may want to consider hiring a fundraising consultant. Any thoughts, recommendations for where to find a resource for such a service? I have reviewed all of the content on the AAM website but would like to hear from organizations who have actually utilized someone to develop a fundraising plan.

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Amy Shook-Perez
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When I am asked this question by a prospective client, prior to a conversation, I send some background materials:

-The legal definition of a fundraising consultant for the client's state. This is to make sure that a consultant is what is being sought, as compared to a solicitor or contract staff member. The site I use to find the legal definition is http://www.labyrinthinc.com/resources/laws/state-definitions-of-paid-fundraising-contractors/

- Recent articles that I think are informative. Right now I would suggest:

Hiring Fundraising Consultants: 7 Questions to See if a Consultant is Right for You

https://recharity.ca/hiring-fundraising-consultants/

How to Pick a Consultant (and not end up with a Dog)

http://benefactor.wpengine.com/how-to-pick-a-consultant-and-not-end-up-with-a-dog/

Hope this helps.

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Johanna Gurland, Founder
Johanna Gurland Associates
johanna@gurland.com
www.gurland.com
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Original Message:
Sent: 03-27-2018 06:03 PM
From: Amy Shook-Perez
Subject: Fundraising Concultants

I have recently joined the board of a new emerging historic house museum. We constitute the "friends" group and are developing a fundraising strategy. We may want to consider hiring a fundraising consultant. Any thoughts, recommendations for where to find a resource for such a service? I have reviewed all of the content on the AAM website but would like to hear from organizations who have actually utilized someone to develop a fundraising plan.

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Amy Shook-Perez
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