Latz & Company provides an array of services centered on capital campaigns, major gift programs, annual fund and advancement, organizational development, and strategic assessments. All are designed to enhance and optimize a mission driven organization’s culture of philanthropy. 

We offer a depth of knowledge and experience, and a breadth of service unparalleled in the industry.

 
 

CAPITAL CAMPAIGNS

Latz & Company engages with mission driven clients to execute a step-by-step process to maximize campaign support.  Our process has been proven to reach and exceed initial goals in hundreds of campaigns.

 

MAJOR GIFT PROGRAMS

Major gifts are the centerpiece of any mission-driven organization's fundraising efforts. Latz & Company improves results across the spectrum of major gift activity. From creating a major gift department to assessing an existing program, from training a team of major gift officers or board members to individual coaching, we design the approach that best fits our client's needs.

 

ANNUAL FUND AND ADVANCEMENT

Latz & Compnay embraces the advancement model as a comprehensive approach to fundraising, marketing, communications and related areas for mission-driven organizations.  Our services enhance fundraising performance in a variety of ways –  from assessment of existing operations to building comprehensive fundraising programs to bolster key areas including knowledge management, grants and sponsorships and planned giving. Alongside these core areas, we offer services to address challenges in brand, marketing and communications, particularly in relation to fundraising activity.  Our comprehensive approach helps our clients tell their story in a way that optimizes both general awareness and financial support.

 

ORGANIZATIONAL DEVELOPMENT

Mission-driven organizations often must contend with operational complexity as evidenced by their administrative and governance structures, the human and financial resources necessary to accomplish the mission, revenue models that require constant balancing of contributed, earned and (ever-decreasing) governmental funding, etc. Latz & Company helps organizations navigate these increasingly turbulent waters. From governance, human resource and financial management assessments to board development and executive and board member coaching, this work is critical to sustained organizational performance and success.

 

BRAND, MARKETING AND COMMUNICATIONS

Mission-driven organizations dedicate their resources to address pressing social needs.  Latz & Company provides our clients a wide range of services designed to increase awareness of their impact by creating brand, marketing and communications programs to deliver their message. Most importantly, we work with our clients to tell their story in a way that attracts even greater levels of funding and financial support.

 

STRATEGIC ASSESSMENTS

Today’s mission-driven organizations are operating in challenging environments that require a more strategic approach to assure sustained performance and success. Sound strategy not only enhances the organization's capability, it also attracts greater financial support from today's savvy investors. From strategic assessments to board development, we help our clients gain a more complete and objective view of their organizations, and facilitate a relevant and executable strategic plan that improves the organization's competitive position.