Some of Our CORE Services

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Advancement Coaching

Our most popular service is to provide weekly coaching calls with development professionals. We can come along side of you for as long as you need us there to help guide you up the fundraising mountain. When you are successful we are successful. There is no obligation and you can do as many or as few of the calls as you need. 

Fractional Major/Principal Gifts

Fractional Major Gift Leadership

Not every organization needs — or can afford — a full-time Chief Development Officer. Fractional major gift leadership brings that same senior-level strategy and relationship-building, sized to what your organization needs right now.

How it works:

  • We come in for a defined scope — a set number of days per month, a specific campaign, or an interim leadership gap — rather than a full-time hire.
  • We work alongside your team (or as your team) to build major gift strategy, manage a portfolio of top donors and prospects, and coach staff and board on donor conversations.
  • Engagements typically run 6–12 months, with clear priorities set upfront and regular check-ins on progress.
  • As needs change, the engagement can scale up, shift to a full-time hire, or wind down — no long-term lock-in.

Advantages:

  • Senior expertise, without senior overhead — 25+ years of major and principal gift experience, without the cost or ramp-up time of a full-time hire.
  • Immediate traction — no learning curve; we're ready to build relationships and move gifts forward from day one.
  • Outside perspective — we see blind spots in your pipeline and culture that internal staff often can't.
  • Flexibility — scale to fit a campaign, a transition, or a steady-state need.
  • Focus — major gifts is the whole job, not one of a dozen competing priorities.

Fractional Executive Director Services for Foundations

Fractional Executive Director, Foundation

Not every foundation requires, or is prepared for, a full-time Executive Director. Fractional executive leadership provides the same strategic and operational oversight, calibrated to the size and stage of your foundation.

How it works:

  • We engage for a defined scope — a launch phase, a leadership transition, or ongoing part-time leadership — rather than a full-time hire.
  • We provide oversight of compliance and regulatory requirements, manage board relationships and governance, and lead the grant-making process from strategy through evaluation.
  • Engagements are typically structured in 12- to 18-month terms, though most evolve into ongoing leadership and support, with priorities and deliverables established at the outset and regular reporting to the board.
  • As the foundation's needs evolve, the engagement can scale, transition to a full-time hire, or conclude, with no long-term obligation.

Advantages:

  • Experienced leadership, without full-time overhead — senior foundation leadership without the cost of a full-time executive.
  • Compliance confidence — informed oversight of regulatory and reporting obligations that protect the foundation's standing.
  • Strengthened board relationships — a steady, professional presence that keeps the board informed, engaged, and well-governed.
  • Disciplined grant-making — a clear, well-managed process from strategy through evaluation and impact assessment.
  • Flexibility — right-sized to a startup phase, a transition, or ongoing leadership.

If your foundation also engages in fundraising, we can support that work as well.

Feasibility Studies

 

At Summit Advancement Group we believe in customizing services to the needs of each client. We can provide the insightful research and analysis tailored to your organization. 

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When done well a carefully crafted feasibility study will assist an organization in formulating realistic and achievable plans for the proposed capital campaign. By conduction confidential interviews with your major donors and key stakeholders like board members, volunteers and staff we will glean data useful for devising a successful plan. 


Campaign Counsel

 

Your organization exists because there is a need in the world that you help fill. What you do matters. The problem that many non-profits hit is not about vision it is funding that vision.


If you have big dreams you want to fulfill, but you need some guidance to get there we can help by creating a customized plan to reach that goal. We will start with an assessment of where you are and then help you build a plan to fulfill that dream. We will walk along with you every step of the way and will train you how to ask for a gift.  In addition we will help you measure our progress and success. 

Major Gifts Training and Program Design

At its core we believe that good fundraising is relational and not transactional. Our training will take Major Gift Officers (MGO'S) through a set of foundational principals that they can then build into actionable steps. We will teach you how to make a plan for your fundraising year and accuracy predict what your portfolio may produce. This training comes with your own personal coach and can be completed in 3-6 months. 

Contact Us

Summit Advancement Group

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