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In preparation for a major expansion of the St. Leonard Senior Living Community in Centerville, Ohio, Smith Beers Yunker & Company was asked by St. Leonard Foundation to complete a pre-campaign planning process. The assignment involved writing a case for support, assessing the organization’s internal readiness for a major fundraising initiative, and gauging the community’s readiness to invest in the project.
According to St. Leonard Foundation’s director of development, Jill Harris, the internal readiness study and the final report on what the consultants learned from members of the community “provided illuminating perceptions that we would not have been able to gather on our own. It was very valuable to have people outside the organization conduct interviews so that we received candid feedback on our plans. This helped us narrow the gap between our optimistic goals and realistic expectations.”
Ms. Harris also commented that the Smith Beers Yunker team was very responsive and proactive in keeping the project on track. “They were able to educate our board and staff in ways that garnered support for the project. I think all would agree that it was a good investment and a process that we needed to complete.”
She added, “I particularly appreciated the full spectrum of services provided by Smith Beers Yunker, from writing to working with our board to providing a conclusive report that helped us determine our destination and agree on how to get there.”
In conclusion, Ms. Harris noted, “All members of the Smith Beers Yunker team were great to work with and I absolutely would recommend them to other nonprofit organizations, without reservation.”
Following this assignment, Smith Beers Yunker & Company was engaged by St. Leonard Foundation to provide campaign counsel for a major gifts initiative related to the campus expansion.
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