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Our mission: to help nonprofits of all sizes build their fundraising capability by implementing best practices in board and staff development, campaign strategy, development operations and donor stewardship.
Building Capacity for Non-Profits
Meeting each client where they are. J3Development Consulting offers customized fundraising, volunteer management and development operations services to a wide range of nonprofits. Whether you are a sophisticated fundraising shop looking to maximize your operations, or a one person shop trying to develop your first strategy, our solutions are tailored to each client's needs, with emphasis placed on establishing best practices and ensuring long-term success. With more than twenty years’ fundraising and management experience, J3has a deep knowledge base and a true understanding of the complex challenges facing today’s nonprofit executives and boards.
The J3Consultant Network
In order to meet the varied fundraising needs of our clients, J3has a network of consultants which includes industry experts in special events; grant writing, management, and reporting; prospect research; outcome measurement development; executive search; and nonprofit marketing, including brand management, website development. CVs for consultants in our network are happily provided via email upon request.
Jodi-Joy O'Keefe, Principal
Jodi-Joy is an independent development consultant with over 20 years of front-line experience supporting nonprofit institutions throughout the Northeast region. With a successful background writing and implementing comprehensive fundraising campaigns, building highly functioning Boards of Directors, and recruiting and managing professional development staff, Jodi-Joy has provided services to a variety of prestigious universities and organizations.
After fifteen years of being on staff at the American Heart Association New England Affiliate and Lois L. Lindauer searches, she established J3 Development Consulting in 2008 so that she could offer her fundraising and board development expertise to a
wider variety of nonprofit organizations. A sampling of J3 clients includes the Rhode Island Public Broadcasting System (RIPBS), the Boys & Girls Club of East Providence (BGCEP), Steps to Success, Public Responsibility in Research and Medicine (PRIM&R), the Boys & Girls Clubs of Middlesex County, Jewish Community Housing for the Elderly (JCHE), and Regis College.
Jodi-Joy is a member of the Board of Directors for Women in Development Boston, as well as a member of the Alliance for Nonprofit Management and the Nonprofit Consultant’s Network. She lives in Franklin, MA with her husband Matt and her children Timmy and Katie.
J3offers nonprofit agencies of all sizes hands-on consulting, both for short-term projects as well as longer-term assignments. Our flexible model ensures that we can customize services to any nonprofit, regardless of size and previous resource development history. Our services include:
Development Operations Analysis
A great first step for organizations that are unsure of their consulting needs, our Operations Analysis will examine past and current fundraising efforts, staff and board structure, and current fundraising goals to generate a “Development Report Card” with recommendations on how your organization can optimize fundraising based on existing organizational resources. This analysis can be completed in less than a month, and serves as a great first step in a consulting relationship, or as a stand-alone assessment to help you achieve maximum results.
Strategic Fundraising Planning
J3will conduct a comprehensive analysis of your current fundraising efforts and develop targeted strategies to maximize revenue potential. Perfect for an action-oriented organization/board, this strategic work will provide concrete benchmarks and action steps to help you operationalize your resource development plan. Steps include working with plan stakeholders (staff, board, and volunteers) to build consensus and buy-in on organizational goals, as well as staff and volunteer training as needed. Depending on the size and needs of organizations, we will help you to develop one-year or multi-year strategies which will include annual fund goals, a major gift plan, and a board gap analysis to help maximize corporate donations.
Campaign Feasibility and Philanthropic Plan Development
The feasibility study is a critical first step for any organization before undertaking a major campaign. In addition to completing an analysis based on your constituents’ ability to support your goals, we will also assist in the development of your campaign committee and the creation of your multi-level campaign strategy. We are also available to provide ongoing counsel throughout the duration of your organization's campaign in order to help ensure its success.
Prospect Research and Customized In-depth Report Development
J3will provide a nine-part report for each corporate/foundation prospect identified. This customized report will outline in an easy-to-read format the pertinent information your organization will need in order to effectively engage the funder, including a five-point analysis as to why the funder is a “good fit” for your organization, and what you really need to know to give your organization a competitive edge.
Development Operations Management
Development Operations is a critical component of even the smallest organization, but so often is forgotten in the busy day-to-day fundraising world. J3 is positioned to provide tactical operational support for any and all development shop functions, including looking at your existing development infrastructure (staff, donor management software, fundraising collateral, etc.) and making targeted recommendations to best allocate your resources. We will develop fundraising policies based on industry best practices, and work with you to create fundraising reports that not only inform your board but also help you to raise additional revenue.
Stewardship Plan Optimization
With the cost of acquiring new donors so high in today’s competitive fundraising environment, keeping your existing donors happy and engaged is more important than ever. J3will work with your development team to craft a stewardship plan based not only on industry best practices, but also incorporating the unique culture of your cause. Our stewardship plans include both calendars to help manage your donor contacts, as well as opportunities to increase your visibility with them, ensuring that they truly know and understand your mission and the impact that their gift has made. Our stewardship plans follow a donor-centric model, and our analysis will include a review of all of your fundraising collateral – including your organization’s website – to ensure that donors feel front-and-center in your organization.
Creation and Enhancement of Volunteer Board Structures
We will assist your organization in making your board stronger and more philanthropic. Starting with an in-depth analysis of current structures and stakeholder feedback, we will craft recommendations to reposition the board to better meet the organization's needs. We can also develop or enhance existing board and committee chair job descriptions to increase volunteer engagement and accountability. We can help create or improve Board Giving programs and provide in-depth training and/or retreat facilitation for your board.
Special Event Development and Implementation
Whether reinvigorating a long-standing event in order to increase revenue or creating a new event opportunity, J3will develop a strategic plan to achieve your goals. This will include an analysis of the event’s volunteer structure and revenue generation plan and recommended solutions to maximize ROI. We are able to support the development of an event committee and may serve as the interim event manager if required.
Interim Staffing Assistance
For the development office in transition, J3offers interim staffing solutions that will ensure that your fundraising efforts continue seamlessly. For some organizations, this may mean serving as a bridge Director of Development while a search is being conducted; for others, J3can assist in staff restructuring that will help your organization attract the highest caliber of development officers to join your team.
Professional Development Staff Recruitment
With many years of executive recruitment experience in the development industry and a wide-network of fundraising professionals, J3is available to collaborate with your leadership to develop job descriptions, screen candidates, conduct interviews or manage referencing. Complete, in-depth executive search services can also be coordinated within the J3consulting network.
Partnerships and Affiliations
J3believes that capacity building is the key to long-term fundraising success. In order to help you maximize your volunteer and staff resources, we offer completely personalized training programs, workshops and retreats based on your organization’s particular challenges. Participants will leave these trainings with strategies, tools, and techniques that they can implement immediately to ensure lasting impact.
Content from any of the J3courses may be made available as full-day or half-day sessions, as individual workshops, or combined to create customized conferences. A sampling of our curricula, which can be tailored to address your needs, includes sessions on:
Board and Volunteer Leadership Development
The J 3Board Development Series gets to the heart of the challenges facing many nonprofit organizations: finding, training, motivating and supporting active and engaged volunteers to drive critical governance and philanthropic activities. Strengthening the volunteer infrastructure to ensure current and future needs are being met is one of the best investments any organization will make. Choose stand-alone modules to meet your organization’s unique needs, or a select the full-day intensive course for maximum training impact.
Board Development Series
• Fast Forward Board Development: Supercharge your board for maximum effectiveness in minimal time with a highly-focused and comprehensive board development effort.
• Developing Your Board Nominating Committee: How to find the people to find your next superstar board members.
• The Art of the Interview: Finding and vetting new board members with the right profile of skills, influence, and expertise.
• Hit the Ground Running: Developing and delivering a comprehensive board orientation program.
• Board Governance and Succession Planning: How to groom volunteers to become future leaders for your organization.
• Board Giving and Getting: How to turn your directors into your philanthropic superheroes.
• Secrets of a Highly Functioning Board: How to re-energize a stagnant board and create the movement from “good” to “great”.
Whether you are looking for training on basic fundraising principles and best practices, to tune-up or enhance your team’s knowledge in a particular fundraising strategy, or to take your skills to the next level, the J 3Resource Development Series will empower and energize development staff and volunteers alike to raise significantly more money for your nonprofit. Modules may be presented as stand-alone workshops or combined to develop a customized training program.
Resource Development Series
• The Fundraising Road Map: How to create and implement a dynamic resource development plan.
• Fundraising 101: Training front-line staff and volunteers in basic fundraising principles and best practices so they can articulate their work to donors.
• Managing Fundraising Volunteers: Practical strategies for building your board or committee’s capability and accountability for resource development.
• Effective Fundraising in a Small Shop: You can’t do it all, but you can do the things that will have the greatest impact with the right strategy. Real-world tools for prioritizing development activities and optimizing fundraising results in a small, or one-person, shop.
• Finding YOUR $20,000 Donor: How to develop a major gift program in even the smallest shop.
• Diversify Your Annual Fund: Building depth and breadth into your annual fundraising campaign to considerably grow those all-important renewable and sustainable unrestricted gifts.
• Special Event Fundraising: Critical success factors for elevating friend-raising and fundraising results with your organization’s special event.
The J 3Development Operations Series addresses the important operational aspects that support a thriving resource development shop. Each workshop delivers a hands-on action plan designed to boost your organization’s infrastructure in ways that will directly impact fundraising results.
Development Operations Series
• Strategic Action: How to turn your strategic plan into your daily work plan and move the needle every day.
• Nurturing Relationships: With donor attrition rates significantly increasing across the sector in recent years, it is more important than ever to develop meaningful donor engagement strategies. Learn how proactive donor-centered stewardship helps your donors become your organization’s best friends and develop the road map for your own comprehensive stewardship plan.
• Optimize Your Shop: How to realign your development (and non-development!) staff to ensure maximum donor engagement and fund development.
• Development Operations for the Small Shop: Maximize your effectiveness by stocking the toolkit required to support and sustain a thriving resource development program.
“Jodi-Joy is a successful senior development professional with great strategic vision and scope but who pays full attention to every detail. She has very strong skills at both fundraising and development operations. Jodi-Joy is fearless in tackling complex organizational problems. Her communications and interpersonal skills contribute to an effective leadership style. I recommend her highly.”
Past VP for Advancement & Alumni Relations
“After eight years of working with a board that truly believed we would never get a major gift, Jodi-Joy helped us to completely change our organizational culture, leading us to solicit and secure our first-ever $20,000 gift, plus countless gifts in the $1,000 - $5,000 range. We are truly a different organization because of her help – so much so that when we had the opportunity to engage a consultant again, we happily brought her back. I would recommend her to any organization, but especially to those in need of root-level organizational change in their development space.”
Boys & Girls Club of East Providence
“Jodi-Joy's work and consultation were exactly what we needed to get us moving in the right direction. We wholeheartedly recommend her and would certainly hire her again.”
President & CEO
WSBE Rhode Island PBS
“Jodi-Joy is one of those rare development professionals who is able to push through the white noise to get to what is really important – and fix it. Bright, polished and poised, she understands the big and small moving parts and the impact they can have on an organization. She has the strategic vision to move any development office forward. Moreover, she is truly a Joy to work with. I would highly recommend Jodi-Joy to anyone who is considering hiring her!”
Carissa Burkhart Korites
Fundraising and Research Consultant
Past Director of Prospect Research
"Jodi-Joy has a patient talent that draws out the questions you need to ask for designing and optimizing your development systems. A seasoned professional, she has done the work on the "front lines" and this enables her to have a perspective that is grounded in the daily work of development operations. We benefited greatly from her ability to see the big picture, and translate this vision into the steps it takes to get to the end goal."
Chief of Institutional Advancement
Jewish Community Housing for the Elderly
We look forward to connecting with you!
For more information about our services or to discuss how we can help build the capacity of your nonprofit, contact Jodi-Joy directly by email or by calling 508-479-6867.
Copyright © 2014 J3 Development Consulting