Anne Bergeron & Co. offers personalized attention to organizations, providing fundraising and management expertise to address clients’ specific needs and challenges. We offer both creative and proven approaches to resource development — a synthesis of fundraising, operational planning and organizational development — that achieve institutional goals and lay the groundwork for future opportunities. Below is a list of services that we offer, our approach to this work, and a few of Anne’s favorite sayings.

Anne Bergeron & Co. begins each consultancy with an objective assessment of an organization’s development operations – how it identifies, communicates with, cultivates, solicits, stewards and tracks donors and prospects. This can take the form of an informal review or a structured audit with findings and recommendations. In each case, we propose needed refinements to optimize fundraising procedures and create more effective methods of outreach. These can range from restructuring the development department to upgrading the donor database, from initiating a prospect research program to integrating development and public relations efforts, from creating a major gifts campaign to formalizing cultivation and stewardship activities.

Anne Bergeron & Co. works in partnership with clients to institute or refine a full menu of fundraising practices that raise operating, program and project funds. For example, we teach clients how to organize and execute annual fund or membership campaigns utilizing direct mail and e-mail techniques; or cultivation events to engage constituents in social settings; or major giving initiatives utilizing prospect research tools and a strategic approach to cultivation; or corporate, foundation and government grantsmanship that rely on well-crafted proposals and budgets; or corporate sponsorship programs that provide attractive marketing benefits and exposure opportunities to targeted companies.

Anne Bergeron & Co. has the expertise to guide clients through all stages of a capital or endowment campaign, from planning – including feasibility studies, capital campaign plans, case statements, and prospect identification and research – to implementation, donor cultivation, stewardship and successful completion. We also counsel organizations in raising capital funds while not in campaign mode.

Effective writing and communication is key to accomplished fundraising – sharing stories in meaningful ways engages donors and keeps them connected. Anne Bergeron & Co helps clients to create such relationships with their constituents through targeted donor communications, including appeals, proposals, print and electronic newsletters, website updates and stewardship reports.

Anne Bergeron & Co. believes that the systems and processes that undergird fundraising are the building blocks of success. We bring a logical and structured approach to development operations and guide clients in establishing integrated and efficient systems for donor prospect identification, research, solicitation, communication, tracking and stewardship. We help development staff members become experts in their areas of specialty, and encourage open internal communication among all staff to enhance the development agenda.

Anne Bergeron & Co. assists organizations in defining strategic objectives that fulfill their missions and realize their visions for the future. We conduct organizational assessments that analyze all aspects of a client’s operations. From there, we make recommendations for enhancements to create opportunities for programmatic growth and sustainable revenue streams. We also coordinate and lead workshops to help our clients articulate collective goals and appropriate action steps for achieving those goals. And we develop multi-year plans designed to address their aspirations for development or expansion of programs, operations, facilities and board leadership.

Anne Bergeron & Co. leads fundraising workshops on topics of interest to our clients, including Creating a Leadership Committee, Implementing a Major Gifts Program, and Preparing for a Capital Campaign. We also provide solicitor training for volunteers, plus one-on-one and team coaching to organizational leaders and development staff to help them become more effective fundraisers.

When unexpected vacancies occur or during active searches, Anne Bergeron & Co. provides temporary staffing for critical senior positions, such as executive director, vice president of advancement or director of development. We also provide development counsel to organizations during transitions and assist their searches for senior fundraising staff.

Anne Bergeron & Co. believes that fundraising is most successful when it is fully integrated with overall organizational operations. Fundamentally connected to program, audience, image, visibility and governance, fundraising “tells the story” of an institution in such a way as to engender support from a diverse community of donors. This work is bolstered by effective communications that link program to fundraising, marketing and public relations.

Our approach to raising money is holistic, absorbing the full picture of an institution, not just its development efforts. We help organizations to capitalize on their strengths and enhance outreach efforts that, in turn, garner new or increased philanthropic resources.

Our approach to consulting is hands-on, results-oriented and process-driven, marked by an attention to organization, detail and quality. Focusing on the needs of our clients, we begin each assignment with a comprehensive assessment of current conditions. From there, we recommend and then implement structural solutions that reflect budgetary and staffing considerations. We also provide training to our clients, guiding them through new or improved donor outreach systems and procedures that can be replicated by their staff.

Our perspective is both short- and long-term, executing strategies to yield near-term results while building support systems for the future. Our intent is to help organizations operate at high levels of efficiency and effectiveness, and be equipped to endure, even during leadership or staffing transitions.

The company’s founder, Anne Bergeron, is known for her ability to work collaboratively with executive staff, trustees, high level donors and others in such a way that engages and builds community, and fosters a sense of trust and rapport that enhances the client-consultant relationship.