Maximize major donor engagement with expert guidance on prospecting, cultivation, and solicitation.
Request more information about Major & Planned Gifts support from Julie Carter.
How We Can Help
Identify and engage significant supporters, developing long-lasting relationships that provide stable funding for your organization.
01
Readiness Assessments
Julie will evaluate your existing approach to engaging your major donors and identify areas for improvement.
02
Gift Opportunity Identification
Intel regarding existing donor’s giving priorities and financial capacities, acquired through surveys and one-on-one conversational interviews.
03
Prospect Identification & Research
Comprehensive profiles of potential major donors that include information about their giving interests, priorities, and financial capacity.
04
Executive Coaching
Expert guidance on how to approach a major donor—from initial outreach to making the ask and maintaining the relationship.
05
Collateral Development
Creating fundraising and stewardship materials necessary for donor outreach, meetings, and routine engagement.
Testimonials
Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses.
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
Julie’s enthusiasm and energy inspire staff, boards and volunteers to deliver outsized results.
Stephen Salyer
Immediate Past President & Senior Fellow, Salzburg Global Seminar
"Julie’s work with Tudor Place provided us with a roadmap for a major capital campaign to conserve the historic structures and collections."
Tudor Place Historic House and Garden
"Her coaching and step-by-step approach helped us to establish new ways of supporting our work."
Pam Traxel
Vice President, Alliance Development and Philanthropy, American Cancer Society Cancer Action Network
"Julie’s organization, her insights, and her creativity kept our in-house development team on track and reflected a deep understanding of working with volunteers, staff, and the donor community."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
"Year-end solicitations with major donors were looming. Julie Carter parachuted in when we needed expert guidance—her grace and good humor helped us exceed our goals in every way."
Jenna Ben-Yehuda
President & CEO, The Truman Center
"Julie created a new donor program specifically for our Washington Ballet School families. Her organization, insights, and creativity kept our in-house team on track."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie’s capital campaign donor interviews provided us with invaluable insights and thoughtful analyses we’ve referred to for years."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
Contact
Bring Julie Carter’s expertise & experience to your organization.
