Sampling of Recent Client Engagements

 

CAPE ELEUTHERA FOUNDATION
Wealth Screening and Analysis

EDUCARE CENTRAL MAINE
Advancement Program Audit

FRIENDS SCHOOL OF PORTLAND
Capital Campaign Planning and Counsel

GOOD WILL-HINCKLEY
Capital Campaign Counsel, Planned Giving and Foundation Program Development

GOULD ACADEMY
Director of Development Search

ISLAND INSTITUTE
Mid-Campaign Assessment and Strategic Recommendations, Post-Campaign Analysis

JOHNSON HALL
Capital Campaign Counsel

LIFEFLIGHT FOUNDATION
Raiser’s Edge Database Optimization

LINCOLN ACADEMY
Database, Policies, and Procedures

MAINE CHILDREN’S HOME
Advancement Program Assessment and Counsel

MAINE COAST HERITAGE TRUST
Business Process Review

MAINE COLLEGE OF ART (MECA)
Annual Giving Program Assistance

MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION (MOFGA)
Campaign Planning Study; Feasibility Study; Major Gifts Program Development; Campaign Counsel

MAINE PUBLIC
Wealth Screening and Analysis

NORTH YARMOUTH ACADEMY
Major Gifts Program Development; Campaign Planning; Development staffing analysis

ONE LONGFELLOW SQUARE
Annual Giving and Membership Program Enhancements

PARTNERSHIP FOR CHILDREN’S ORAL HEALTH
Strategy, Board Development, Foundation Program Assessment and Opportunities

PORTLAND PUBLIC LIBRARY
Campaign Feasibility Study; Major Gifts Program enhancement

RUN OF RIVER
Campaign Planning and Communications Strategy

SEARCH ASSOCIATES
Director of Development Search for International School of Florence

SPURWINK
Annual Giving Program and Database Development

STRAND THEATRE
Annual Giving Program Development

TREKKERS
Development Audit; Campaign Feasibility Study; On-Going Counsel

WATERVILLE COMMUNITY DENTAL CENTER
Capital Campaign Planning and Counsel; Board Development, Marketing Support

WATERVILLE CREATES!
Campaign Planning and Counsel; Annual Giving Program Development

WAYPOINT OF NEW HAMPSHIRE
Planned Giving and Membership Program Enhancements

 

 

What People Are Saying

“Searching for a firm to help us find a new director of development, we wanted someone who felt more like a partner than a paid consultant. Allyson and Eric took the time to ask critical questions, and in doing so, got to know and appreciate Gould’s culture and community. Their assistance in providing a slate of exceptional candidates made our job enjoyable and productive, and the hardest part was deciding which great candidate to choose!”
Tao Smith • Head of School, Gould Academy
Island Institute

“The Rolfson Group provided Island Institute with mid-campaign and post-campaign assessments, as well as interim philanthropy team leadership over the course of a very successful comprehensive campaign. I appreciate the depth of the teams knowledge, their adaptability to our organizational culture, and their rigor. I would strongly recommend Rolfson group.”

Rob Snyder • Former President, Island Institute

“From our initial conversation, RGI took the time to understand Trekkers’ culture. They crafted a custom proposal and workplan that met our needs and truly partnered with us throughout the campaign strategy study and campaign design process. Allyson built meaningful relationships with our Board and volunteers and quickly earned the trust and the respect of the entire team. Her relationships and deep understanding of our mission and vision helped to secure one of our first lead gifts. I’m so grateful for Allyson’s mentorship and would highly recommend The Rolfson Group to any organization looking to launch a campaign or take their fundraising practices to the next level.”

Kate Elmes • Director of Development, Trekkers

“I am grateful that the Rolfson Group responded to our need in a timely fashion; was able to customize our engagement according to priorities and available resources; remained tremendously flexible while addressing our specific requirements; and always was a delight with which to work.  I offer my highest endorsement of The Rolfson Group, Inc. and the process they have developed to address diverse not-for-profit needs and opportunities.”

Eric Meyer • President and CEO, Spurwink Services

“The Rolfson Group’s work with us helped our leadership team better understand what goes into fundraising and prospect development.  The donor screenings helped us segment new prospects that we could and should solicit, and we now have a list of planned giving prospects to whom we can reach out in the new year.  The forms and tools provided are now our new development “go-tos,” and the development committee loved them. After being involved in the gap analysis, our committee also is asking for more help developing their elevator speeches… the work with Rolfson Group has been huge, giving us a plan and measurable action steps by which to reach our goals.”

Erin Merrill, Development Director, Educare Central Maine

“Eric and his talented team skillfully assess organizational strengths, gaps and possibilities, and encourage stakeholders to be the change they want to see in their organization. They offer lots of food for thought without killing the appetite for growth. They are professional, accessible and lots of fun to work with. They demystify philanthropy, help us organize and implement essential administrative systems, and inspire us to cultivate relationships in our giving community. What great energy, perspective, wisdom and encouragement The Rolfson Group brings to the planning process. With their guidance, we are plowing ahead confidently.”

Heather Spalding • Deputy Director, MOFGA.org

“We needed assistance in charting a new course. The Rolfson Group’s impressive team aided us in solidifying a viable plan, improving competencies within the staff, setting forth a more workable major donors program, conducting a comprehensive wealth screening of our alumni body, identifying resources for building capacity within the department, and making technological improvements to access our data base. Their contributions were invaluable, all conveyed with consummate professionalism, knowledge, patience, responsiveness, and congeniality. The Rolfson Group was a perfect choice for us.”

F. Celeste Branham • Former Vice President for Student and Community Services, University of Maine at Farmington

“Eric Rolfson’s Group has been a critical part of the success of the Johnson Hall fund raising effort. He has provided the foundational organizational structure, and the knowledge that enabled us to create a disciplined and well-functioning fund-raising team. His understanding of our project, the community and the participants have been critical in our ability to achieve our goals. He and his entire team are responsive, professional and have more than met our needs. My highest recommendation is that we look forward to working with him in the future.”

Daniel C. Burnes MD; Johnson Hall Board chairman, and Co-Chair of the Capital Campaign Committee, Johnson Hall

“The Rolfson Group team provided crucial guidance as Waterville Community Dental Center made its way through a challenging relocation of its nonprofit dental center … assisting us from initial strategic planning through the final stages of our successful capital campaign.  Her perspective and guidance were invaluable. Marci Bernard helped us develop a vital understanding of potential foundation resources, and we feel her assistance with grant requests was an important component of our success.  We were well supported by the coordinated team work of the Rolfson Group.”

Barbara Covey MD, President of the Board, Waterville Community Dental Center

“We found Eric and his colleague Kate genuinely interested and immediately committed to our capital campaign.  Eric was especially of help as we refined our case for support, and he provided skillful editing of other written communications.  Our board of directors quickly felt we were in good hands with Rolfson Group because of their encouraging, can-do approach.  RGI’s personal engagement was refreshing!”

Jenny Rowe, Former Head of School, Friends School of Portland

“Eric did a great job. He is both personable and extremely knowledgeable. He is easily the best advancement program consultant with whom I have worked. I would be happy to recommend Eric to any school head looking for support either to establish a program or to take a program to the next level.”

Dr. Dennis Larkin • Former Head of School, Lincoln Community School, Ghana, West Africa

“Eric and his colleagues were invaluable in our work to re-establish our development office and update our tools and skills. Eric and the team are highly professional and responsive to our needs and circumstances. As a result of the consultation and support we have received from the Rolfson Group, our development strategies have become much more efficient and effective.”

Ken Coville • Former President and Director of Development, Good Will-Hinckley
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