Donor Relations and Fundraising

Let Wipfli be your development department

The people you serve in your communities depend on you to be there. Having a strong donor-relation strategy can improve the sustainability of your organization. It is harder than ever to impact the community when you rely on erratic federal and state funding, so organizations are finding ways to generate their own funds. But how do you do this when staff resources are already spread thin?

Count on us and partner with Wipfli to be your development department. With our partnership, you remain the face in your community while Wipfli works behind the scenes to create and implement a plan tailored to suit your needs to develop additional unrestricted dollars. The services available to you include:

  • Annual development plan creation and implementation
  • Development and fund-raising policies and procedures
  • Donor software evaluation
  • Database management and donation entries
  • Identification of potential donors and sponsors and strategies on ways to meet them
  • Tracking of donors through the cultivation cycle
  • Report creation and pulling
  • Wealth screening
  • Foundation grant research and schedule monitoring
  • Tailored, segmented messaging and acknowledgement
  • Board, volunteer, and staff training
  • Donor-related social media

It’s time to create a donor-centric culture and allow donors to achieve their philanthropic dreams through your agency. With Wipfli’s compliance experts on your team, you’ll be sure to fund-raise AND stay in compliance with your grants.

Are you ready to grow your unrestricted dollars? E-mail Kate Atkins at

Featured Expertise

Kate Atkins

Kate cultivates relationships with current and prospective clients in Wipfli LLP’s nonprofit and government practice.  Her focus is on aligning nonprofits across the nation with products, services, and professionals to help them achieve their mission.  Kate also shares her background in fund-raising, membership, community partnerships, and strategic philanthropy to help clients achieve their philanthropic goals.


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"Appreciated the speaker, her ability to clearly articulate in a concise manner allowed her to cover a broad topic. Some of the take-aways were common sense, but it was nice to reinforce the info. Other times the topics discussed represented extremely valuable new insights for us to incorporate into our fundraising efforts."

-Kristin Hamburg

Marketing and Development Director

District 9 HRDC

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