How we can help

Our associates bring a broad knowledge base of fundraising expertise to work for our clients.

We’re able to help our clients succeed in serving their stakeholders a number of ways, including:

  • Capital campaigns
  • Comprehensive and endowment campaigns
  • Major and planned gift campaigns
  • Tactical and operational plans
  • Case statements, collateral materials, web sites and video presentations
  • Grant writing

Board development
  • Board assessment
  • Board building
  • Solicitation training sessions

  • Feasibility studies and pre-campaign planning
  • Annual campaign plans and assessments
  • Organizational planning

Executive coaching
  • Fundraising planning and execution (development professionals and nonprofit executives)
  • Technical skill-building
  • Communications skill enhancement

Referral network

Through our vast network, we are able to make referrals to trusted partners who are able to save our clients time and money. Our referral network includes resources for prospect research, wealth screening, donor recognition programs, event planning, graphic design, video, planned giving, strategic planning, focus group research, web development, donor software and database systems.

Please contact Michael Rubin at for more information about any of the partners in our Referral Network.

Board governance & training

Nonprofit board members are asked to be advocates and to solicit gifts, but are rarely given the tools, language, and opportunity to practice the skills to be successful in fundraising. Rubin & Associates offers engaging sessions for Board members, as part of regular board meetings or at planning retreats, to help these valued leaders feel comfortable and eager in asking for and closing gifts. We can also help prepare boards for the possibility of a capital, endowment or comprehensive campaign. The emphasis is on laying out practical steps to plan and execute a special philanthropic initiative. In addition, we can help with Board recruitment techniques and strategies, and laying out clear expectations of service.

This planning and practice is vital for CEOs, Executive Directors and Development professionals in working with their Boards.  We’ll help you find the right role for each Board member to make best use of their talents and personalities.

Wealth analytics & prospect research

Utilizing database research and wealth analytics programs from DonorSearch and more in-depth individual donor research, our firm can access information about the organization’s prospective donors and their giving patterns, which will be helpful in developing individual approaches.  With authorization, we will also do more formal, detailed research on selected prospects. This process helps give you confidence that your potential lead donors have the capability and willingness to give to your organization; and helps uncover those who already give but have the capacity to be giving much more.