Our consulting practice is designed to help nonprofit institutions serve their communities more effectively through fundraising programs that are high-performing and notably cost-effective.

Leadership Development and Strategic Direction

It all begins with the right people and intuitive planning. The most successful nonprofit institutions are driven by lay and professional leaders who are drawn together to advance a principled cause.

Creating and perpetuating lay leaders who are influential advocates for an organization requires an ongoing plan and strategy.

As consultants our role with the professional staff is to help build and help implement a plan to:

  • Continually scan the horizon for emerging community leaders with the right expertise and business acumen who resonate with your mission
  • Develop a leadership development strategy for recruiting, orienting, engaging and evaluating trustee performance
  • Crystalize organizational aspirations, priorities, costs and the role for philanthropy in achieving those ambitions
  • Enhance the chemistry between Board leadership and the professional staff

Planning and Implementation of Capital Campaigns

Capital campaigns are a proven strategy to help propel an institution to impressive new levels of achievement. A well-conceived campaign forces an institution to clarify its vision, challenge its lay and professional leadership, strengthen its development staff capabilities, build new relationships and reposition itself in the philanthropic market.

Our approach to campaign readiness is designed to distill the complexities of an institutional vision and plan into a compelling story. We do this by engaging prominent volunteers in the planning process, listening to the interests and concerns of major prospects, assessing the capabilities of the professional staff and creating a campaign strategy and operational plan to achieve the desired objectives.

As campaign counselors we:

  • Bring an objective and deeply experienced perspective to the staff and volunteers
  • Tailor messaging
  • Help shape the cultivation and solicitation tactics for major prospects
  • Provide counsel to the campaign’s volunteer leadership, the CEO and the development staff
  • Help sustain the personal chemistry and enthusiasm of the leadership team throughout the challenges of hard-fought campaign.

Building a Sustainable Culture of Major Gifts Philanthropy

We recognize that a Culture of Philanthropy is a distinctively different philosophy from an aggressive fundraising environment.

A philanthropic culture is one designed to bring out the best in people, helping donors to achieve their greatest aspirations for their family, their business and their fortune.
It is an environment that fosters trust through proven achievement, wise business practices and stewardship.

This philosophy drives our work and continues to bring immense success to our clients.

Professional Experience

This is a selective list of institutions for which Karen and Bob have provided counsel during the course of their careers:


American Red Cross – Dallas Area Chapter
AT&T Performing Arts Center, Dallas
Austin College, Sherman
Baylor College of Medicine, Houston
Boy Scouts of America, Circle Ten Council
Boy Scouts of America, Sam Houston Area Council
Boy Scouts of America, National Council, Irving
Central Catholic High School, San Antonio
Children’s Hospital of San Antonio Foundation
Children’s Medical Center, Dallas and Plano
CHRISTUS Spohn Healthcare Development Foundation, Corpus Christi
Dallas Arboretum and Botanical Garden
Dallas Black Dance Theater
Dallas CASA
Dallas Holocaust and Human Rights Museum
Dallas Symphony Orchestra
Dallas Theater Center
Dallas Women’s Foundation
Dallas Zoo
The da Vinci School, Dallas
Episcopal School of Dallas
Friends of the Katy Trail, Dallas
Goodwill Industries of Dallas, Inc.
Greenhill School, Dallas
Globe-News Center for the Performing Arts, Amarillo
Hockaday School, Dallas
June Shelton School & Evaluation Center, Dallas
The Kinkaid School, Houston

McNay Art Museum, San Antonio
Meadows Mental Health Policy Institute, Dallas
Metrocare Services, Dallas
Notre Dame School, Dallas
Old Red Museum of Dallas County History and Culture
Presbyterian Hospital, Dallas
Resource Center, Dallas
St. John’s School, Houston
St. Mark’s School of Texas, Dallas
St. Mary’s University, San Antonio
St. Mary’s University School of Law, San Antonio
The Salesmanship Club, Dallas
San Antonio Zoo
The Senior Source, Dallas
Southern Methodist University, Dallas
Texas Health Resources, Arlington
Texas Lutheran University, Seguin
Tobin Center for the Performing Arts, San Antonio
Torah Day School Dallas
Trinity University, San Antonio
University of Dallas
The University of Houston System
Winston School – San Antonio
YMCA of Metropolitan Dallas
YMCA of Greater Houston
YMCA of San Antonio
Zoological Society of Houston


ACE Scholarships
Archdiocese of Denver/Seeds of Hope
Arrupe Jesuit High School, Denver
Boy Scouts of America, Denver Area Council
Colorado Outward Bound School, Golden
Colorado Public Radio, Denver
Denver Museum of Nature and Science
Fountain Valley School of Colorado, Colorado Springs

Graland Country Day School, Denver
Kent Denver School, Denver
The Josef Korbel School of International Studies at the University of Denver
The Nature Conservancy, Boulder
University of Denver
Vail Mountain School
YMCA of the Rockies, Estes Park


American Red Cross National Headquarters, Washington, D.C.
Arkansas Children’s Hospital
California Lutheran University, Thousand Oaks
Isidore Newman School, New Orleans
Lutheran Theological Southern Seminary, Columbia, SC

Saint Louis University
St. Martin’s Episcopal School, Metarie, LA
Urban Land Foundation, Washington, D.C.
U.S. Olympic Training Center, San Diego