Each Client Is Unique

Our strength is our ability to approach the challenges of each client individually and strategically. With more than 150 years of combined experience as college and university officers, advancement professionals and consultants, we bring the breadth of our experience and practical problem-solving to each assignment.

We are responsive, provocative, challenging, candid, accessible and proactive. We are committed to personal service, stewardship and long-term relationships with our clients.

The services we offer include:

Campaign Counsel and Feasibility Studies

Launching a campaign is like stepping out on a high wire without a net. There can be great risk. However, the uncertainty and worry can be overcome with the assistance of experienced campaign counsel to insure that you and your institution are properly prepared, adequately staffed and budgeted, well-trained and possess the tools needed to succeed.

Washburn & McGoldrick will team with you and your colleagues to insure that you have answered key questions affirmatively before you step out onto that wire.

We will help you build confidence in your campaign strategy and operating plan, your leadership, your donor relationships, your communications strategies and your staff's skills.

If a feasibility study is needed, we are prepared to support you. Feasibility studies serve several key purposes at the start of a campaign. They acquire critical understanding of the knowledge and attitude of key potential donors regarding the institution's vision and plans for a campaign. They announce to the donor population that a campaign is imminent and provide direct marketing to those who will be among the first asked to participate. They can reveal unforeseen obstacles that may impede campaign progress. And, they uncover the philanthropic potential of critical lead donors to inform goal-setting.

If you would like to discuss campaign planning or how a feasibility study might help your institution, contact us.

Program Reviews and Aggressive Action Plans For Each Advancement Area

Do you wrestle to understand the appropriate metrics that define program success? Do you suspect that your program could improve with greater understanding of best practices? Are you seeking support for developing the most effective program strategies before launching an ambitious campaign?

A program review by Washburn & McGoldrick will help you understand the significant metrics that define success for the best advancement programs and implement the most effective strategies for success. Our experienced professionals will examine the staffing, structure, activities, processes, budget and results of your program and will provide you with a plain spoken, practical report with critical action steps that will enable you to improve your program and achieve your goals.

Contact us if you would like to discuss how a program review might help your institution.

Intensives: The Most Advanced, Interactive Training Programs Available

Washburn & McGoldrick’s Intensives—no-nonsense seminars and one-on-one coaching—provides the industry’s leading training and mentoring to advance your team’s skills, confidence, and results.  Intensives is the most effective training and coaching for gift officers, managers, deans and academics from the most experienced mentors in educational fundraising

Each of our trainers is a nationally recognized expert who have led college or university teams and have a proven track record in leading, mentoring, and direct fundraising. The personalized training we provide is affordable, effective, and dynamic.

Successful advancement organizations provide continuing professional development programs for their staff. Programs that review key philanthropic principles and build and sharpen skills energize and enhance the effectiveness of staff.

With the demand on every program to succeed, we can help you provide a strong, continuing professional development program that will help you assure success.

We offer a variety of programs on campaigning, major gift development, planned giving, donor relations and stewardship, development for deans, and many other topics.

Go to our Intensives page for more details or contact us about your professional development and training needs.

Strategic Advancement Planning

Powerful and effective advancement programs are built on strategies that define clear, compelling priorities, engage prospects with powerful messages, and secure gifts that promise to create positive impact on the institution and its people. Robust communication creates the environment for imaginative development programs and bold campaigns that succeed.

Washburn & McGoldrick consulting services bring more than 120 years of campus based experience to help you plan creative and practical strategies. We promise provocative ideas and professional experience to help you achieve your most ambitious goals.

If you would like to discuss strategic advancement planning for your institution, contact us.

Specialized Planned Giving Counsel and Workshops

Planned giving is a powerful tool that enhances an organization's ability to reach out to individuals who care so much about the institution that they want to gift a substantial part of their assets. Planned gifts also enable committed donors to extend their philanthropy beyond their lives and to commit to greater institutional needs. A development officer who is fluent in the language of planned giving is far more effective with donors.

We specialize in making the formidable topics of planned giving accessible and understandable to both professionals and prospective donors. Our one-day Intensives programs on “Financial Literacy and Donor Life Stages” and “Planned Giving Essentials” will provide new skills and energy to every Planned Giving and Major Gift team.

We also provide programs for alumni and friends who want to know more about how gift planning techniques can help them support to their institutions financially while retaining income during their life. We understand how potential donors think about these big decisions and can help them understand how to enter into knowledgeable conversations with the planned giving professional at their institution.

For more information on specialized planned giving counsel, program reviews and/or training for staff and volunteers, contact us.

Special Support and Counsel For Presidents and Heads

With more than 150 years of combined experience as senior campus administrators and more than 70 years as consultants to more than 180 educational institutions, we've gained considerable perspective on the issues that presidents and heads face in their development roles and in their roles as chief executive.

Over the years, we've helped presidents and heads become better at managing their development responsibilities, dealing with difficult campus issues, working with their board leadership, and many other issues.

Contact us to talk about any issue where we can help directly or indirectly.

Educational and Training Programs For Trustees and Volunteers

Trustees and volunteers who succeed in development activities believe in the mission, vision and goals of the institution and speak about those elements with passion and confidence. Interactive training programs and workshops are effective tools that prepare them to be effective representing your institution.

Our reputation has been built on our ability as effective teachers. Our team has taught at almost every major CASE conference and at many conferences sponsored by the Association of Governing Boards, the Association of Fundraising Professionals (AFP), the National Council on Planned Giving (NCPG) and many others. We can tailor a training program or a series of programs to meet your needs.

Go to our Intensives page or contact us to discuss how we can help with your retreat program, training needs or how we can facilitate the discussions you want to occur at your meeting.

Facilitation of Board and Staff Planning Retreats

The secret to successful planning retreats is definition. The more clearly retreat leaders can articulate their anticipated outcomes, the stronger the retreat agenda. Properly conceived agendas--combined with experienced facilitation--lead to more positive and long-lasting outcomes.

A second key to a successful retreat or planning meeting is an experienced facilitator who can insure that all participants are engaged, all voices are heard, and the goals of the meeting are achieved.

Our consulting team is experienced in working with boards, senior officers and advancement teams to develop stronger working relationships, common goals and specific agreement on the processes needed to become more effective.

Contact us to discuss how we can help with your retreat program or training needs, or how we can facilitate the discussions you want to occur at your meeting.