Why Work With a Strategic Advisor?
With experience comes knowledge and insight, but it is time intensive to acquire
Smart organizations recognize that it is often wiser to partner with others who have spent the time gaining valuable knowledge and insight into the Donor’s Journey, rather than to fumble with trial and error.
Through our deep understanding of the financial phases a donor may cycle through during their lifetime, GlobalTrust Funds can provide invaluable knowledge and skills to empower your development and management team to have the appropriate conversations at the right time, using the right language for the donor and their financial advisors.
GlobalTrust Funds can help your organization craft innovative campaigns. We can assist in fine tuning the fundraising “Ask” and educate staff on how to unlock larger gifts today and into the future.
Our Suite of Services
Our industry-leading advisory services are not just about meeting your goals, but also about providing practical solutions to tackle the changing donor environment. As we enter this incredible period of an estimated $74 trillion wealth transfer between generations, our services become even more valuable in helping you navigate this complex landscape.
Training & Staff Development
Campaign Planning and Strategic Implementation
Professional Speaking/Workshops (for Donor or Staff Education)
CRM Donor Analysis
Donor Modeling
Gift Acceptance and Handling of Complex Assets
Planned Giving Program Analysis & Review, or Development
Corporate Philanthropy (CRS)
Major Gifts and Endowments
Need-Specific Advisory Services
