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At JLO Consultant Inc., we work with colleges, corporate foundations, and not for profit organizations on strategic planning, board development, and governance.  As a registered fundraiser, we ensure long-term sustainability and provide clients the tools to build a foundation and infrastructure for excellence. 


Our fundraising work begins with a feasibility study to assess campaign readiness and address all relevant development issues. We provide counsel on donor identification, recognition opportunities, and pledge maintenance.  We provide follow-up programs that address long-term goals for success in comprehensive fundraising initiatives which might include annual giving programs, planned giving initiatives, and endowment development and growth.  Should your organization require a campaign, JLO Consultant Inc. will be there from conception to completion, providing major gift solicitations, event planning, and campaign management and training.  


JLO Consultant Inc. works with clients to develop and implement fundraising and marketing strategies for Major Gifts, Annual Giving,

and Planned Giving.  


Major gifts initiatives are a critical part of any healthy fundraising program. JLO Consultant Inc. develops cultivation and solicitation strategies that lead to extraordinary gifts. We guide clients through initial identification of potential donors, engagement, and stewardship of donors, and the ask of the major gift. 


JLO Consultant, Inc. has a proven track record of designing and implementing annual giving programs that expand clients’ donor bases and increase average gifts. We begin with an analysis of the organization’s annual activities including prospect segmentation, donor base management, communication and solicitation strategies, and stewardship. We provide counsel to set goals, design and implement strategy, engage volunteer leadership, and develop capacity among staff members.


Organizations should provide planned giving opportunities to meet the needs and financial considerations of their donor prospects. Opportunities such as life income gifts, charitable lead trusts, remainder trusts, life estates, and bequests can open new avenues of support and attract larger gifts for your organization. Creating a strategy for this increased planned giving support takes time and significant insight.  JLO Consultant Inc. offers this expertise and can provide the necessary and appropriate guidance to assist staff and top volunteers implement each stage of a planned giving program.

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