IPM Advancement Consulting

Using insights from IPM Analytics, our work in Consulting focuses on detailing and explaining findings, considering various implications, and distilling intelligent, actionable recommendations.

IPM Consulting goes beyond traditional linear cause & effect evaluation. By applying techniques born in systems thinking, we help clients see the myriad intertwining issues within a given fundraising environment and fully consider how the organization’s responses can be optimized given time, budget and resource constraints.

what we offer

  • Capital Campaign feasibility studies
  • Campaign design, calendars & workflows
  • Leadership, major and planned giving program development
  • New donor prospecting & acquisition strategy
  • Donor stewardship & retention strategy
  • Nonprofit board training & development (including BoardSource® Certified Governance Training)
  • Grant funding strategy & sourcing

key benefits



Experienced guidance to translate Analytics into actionable strategies designed to optimize your fundraising program.


Access to proprietary donor assessment and modeling products, including: IPM CoreDonor Insights™, in partnership with Wiland; IPM DX Journeymap™, and; IPM WealthMarker™, in partnership with WealthEngine™ (WE).


Immediately actionable predictive modeling and target audience segmentation recommendations that focus on improving initial response and optimizing Donor Lifetime Value (LTV).


Customized recommendations that take into account the unique challenges and opportunities of the current fundraising environment and the organization’s short, medium and long-term revenue targets, including annual fundraising and capital campaign goals.


The opportunity to translate findings and recommendations into an organization-wide strategy designed to engage stakeholders in a unified vision and plan for donor engagement.

looking to raise more money?

integrated fundraising solutions for nonprofits

Phoenix | Washington, D.C. | Seattle | New England