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Carlton & Company excels in working with executive staff and volunteer leadership to plan and conduct successful campaigns from start to finish, no matter how complex or sensitive the tasks.

Carlton & Company Fundraising Services

As a national consulting firm, Carlton & Company specializes in a broad range of Fundraising Services and clients.  In other words, we possess intimate experience with clients ranging from “bootstrap” start-ups to historic institutions.  Whatever their size or history, most of the Carlton & Company clients pursue a comprehensive study in order to follow through with a successful seven- to nine-figure fundraising campaign.

Above all, Carlton & Company values their trust as their guide in making a quantum leap in fundraising services.   Our clients succeed primarily through our partnership with their top leaders.

Together Carlton & Company can manage the most sensitive and complex aspects of every campaign.  As a result, we will keep your team focused.  With close attention to every task, you will remain on-track throughout the entire fundraising process.  Ultimately, your final success will be determined well beforehand by our company’s thorough preparation and ongoing attention to detail.

Carlton & Company guiding principles:

  • Leverage your leadership, because change-making philanthropy depends on it.
  • Know your strengths, and wisely adjust for your limitations.
  • Stay true to your story, seeing that your passion is contagious!
  • Personalize every program.   You deserve better than cookie-cutter solutions.
  • Take the long view, given that sustainable strategies breed success.

What Makes Carlton & Company Different

Headquartered in Sarasota and Boston, our senior counsel reside throughout the country, frequently with easy access near clients.  Our firm’s comprehensive services cover every aspect of fundraising services development.  As a result, if you call us in the early planning stages, we can then help you avoid common pitfalls from the start!  If you already have begun and met unexpected obstacles, we definitely can ease you back on track with effective mid-course adjustments.  We will stay alongside you, seamlessly integrated, until your final phases.  (We don’t neglect donor recognition after reaching your goal– and in any include ongoing stewardship!)

Carlton & Company conducts your business differently from less attentive consulting firms.  In fact, your project is led personally by CEO Bill Carlton.  He will team manage your needs with our firm’s senior consultants.  You also have direct access to cutting-edge subject matter experts through our C-suite partnerships in all fundraising services support areas.  To assist your staff and volunteers, we will provide you with superior solicitation training.  (This training specifically receives reviews as a “best seen” investment by clients, time and again.)   In all matters, we explicitly follow the Giving Institute’s highest ethical and business practices while elevating your nonprofit within the wider philanthropic community.

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