Advancement Services

Strategy, Vision, and Goals are important, but at the end of the day fundraising success is won through consistent, disciplined execution of well organized work. Who is helping your executive and field fundraising staff optimize their efforts and stay the course?

Joslyn Creative brings “big shop” advancement support to small development teams; providing solid data and strong systems to keep you on schedule and on goal–a resource-savvy solution for ramping up fundraising results without new software or additional staff.

How it works
Our lead consultant, Joanna Joslyn, will become an integrated part of your development team; ensuring sound data administration practices and procedures, and keeping Directors and field fundraisers organized, motivated, and informed. Customize a mix of services based on your team’s specific needs, and choose a term of service that provides ramped up support just when you need it.

  • Portfolio Management and major gift fundraising support
  • Weekly task, solicitations, and project check-ins
  • Quarterly Reports and performance metrics
  • Appeal analysis and list segmentation
  • Board Reports and Fundraising Dashboard generation
  • Prospect Identification, Research and Pipeline Management
  • Campaign Team Coordination
  • Grant Writing*, Major Donor Proposals, and General Solicitation Letter generation
  • Embedded administrative support including gift entry, acknowledgement, mailing lists, and weekly reports

Fees range from $500-$2,000 per month depending on the level of service and duration of contract.

*Grant writing services available to established clients only
Contact Joanna Joslyn to customize your Advancement Services package


Customize a service mix based on your fundraising team’s needs. For example…

Supporting Staff Transition
Helping development executives manage staff transition by minimizing fundraising down-time and optimizing opportunities for change and growth.
Ask about staff & systems integration and workflow, business process documentation, database administrator job descriptions and training, staff performance metrics, and embedded administrative services.

Keeping fundraisers focused on the top 20% of donors and the best prospects using field-tested Prospect Relationship Management methods and tools.
Ask about file segmentation, donor coding, donor pipeline reports, prospect identification, capacity ratings and prospect research.

Organize and prioritize
Maximizes your current donor management software capabilities and integrate tried-and-true time management and work-flow tools.
Ask about task, actions and moves management, board cultivation assignments, donor information loops.

Hard-working, trustworthy reports
Delivering clear, accurate donor reports that make your work easier and your efforts more impactful; and providing data analysis with a summary of findings and documentation for continued organizational advancement.
Ask about custom portfolio reports, pledged/pending reports, gift pyramids and conversion rates, “In-Hand and Forecasted” reports, and performance metrics.

Industry Best Practices
On-call expert advice on policies, procedures and records management.
Ask about managing anonymous donors, applying soft credits, data quality checks and queues, donor advised vs donor directed, receipting and acknowledging gifts, memorial and honorific notifications, in-kind gifts.

Partner Service Management
Broad and up-to-date knowledge of partner service capabilities and how to most powerfully–and efficiently–employ them.
Ask about on-line forms, payment gateway services, mass-email services and wealth screening products.