ALPS Foundation Services offers Organizational Development and Fund Development services for Bar Foundations and Associations, Nonprofit Organizations, and Private Foundations.
Organizational Development
Development Audits and Feasibility Studies
ALPS Foundations Services performs development audits and feasibility studies for organizations wanting in depth analysis and recommendations on their future plans. After conducting interviews with 15-20 key players in the past and future of the organization, ALPS Foundation Services reports back its findings and recommendations based on its expertise in best practices.
Strategic Planning and Meeting Facilitation
ALPS Foundation Services facilitates meetings and retreats of boards of directors. Meeting topics include long- and short-range strategic planning, board development, marketing, bar foundation/association relations, grant-making, cultivating donors, fund development, and using technology to improve efficiency.
Monthly Retainer and Executive Coaching
Organizations pay a monthly retainer for a set number of consulting or staffing hours. ALPS Foundation Services serves as a trusted advisor, available to inform your organization about national best practices, or give advice and feedback as the organization moves forward.
Planned Giving Administration
ALPS Foundation Services offers planned giving administration and investment services. Organizations pay per month for record-keeping, maintenance, letter generation, and investing through ALPS Foundation Services and ALPS Peak Investments.
Staffing
Many organizations experience periods of growth when work outpaces staffing. Retain ALPS Foundation Services as "staff" until your organization develops the capacity to increase its staffing. ALPS Foundation Services coordinates meetings, develops funds, diversifies revenue bases, cultivates donors through direct mail or email, conducts membership drives, maintains financial records, manages grants and evaluates grantees.
Grant Review and Tracking
ALPS Foundation Services can assist your foundation in advertising to potential grantees, choosing grant recipients, tracking and evaluating grantees.
Fund Development
ALPS Foundation Services helps organizations achieve their funding goals through strategic planning, diversification, fundraising training, board development, staffing, and organizational audits.
IOLTA Enhancement
ALPS Foundation Services works specifically with bar foundations to enhance their IOLTA revenues. As interest rates fluctuate, foundations find themselves grappling with insufficient funds. IOLTA enhancement campaigns increase IOLTA funds through bank and bar surveys, law firm and bank competitions, and personal asks. We help your foundation design a campaign that is practical and will produce big results.
Capital and Endowment Campaign Coordination 
A capital campaign or endowment campaign is a viable option for well-developed, healthy organizations. ALPS Foundation Services assesses the feasibility of capital and endowment campaigns (see Development Audits and Feasibility Studies in Organizational Development). Our marketing department can develop case statements and campaign materials that make an impact on your audience. We help organizations strategize about how to market the campaign, and provide coaching on how and when to ask donors to contribute.
Donor Cultivation
Using state-of-the-art donor tracking software, ALPS Foundation Services can track the success of your fundraising activities and advise your leadership on donor cultivation efforts. The $50 donor today could be the $200,000 planned gift tomorrow.
Direct and Select Mail Coordination
Cultivating a loyal donor base is critical to ensuring a stable annual revenue base. ALPS Foundation Services can coordinate all facets of your direct mail program, and improve your membership lists in the process.
Major Gifts Programs
The ability to launch a new social service project or program initiative is usually linked to the healthiness of your major gifts programs. Does your organization have a major gifts program? ALPS Foundation Services can work with your organization to determine whether a major gifts program is is a viable option.
Law Firm Campaigns and Fellows Programs
Law firm competitions and Fellows programs can be the catalyst to improve lawyer contributions to bar foundations. ALPS Foundation Services assesses what infrastructure your foundation needs to undertake a large giving program. Once the decision is made, ALPS Foundation Services provides information, best practices, and advice to ensure the program runs smoothly and is successful from the start.
Planned Giving
America is about to embark on the greatest intergenerational transfer of wealth in its history – projected at $41 trillion transferred via estates over the next fifty years. Has your organization laid the foundation to benefit from that transfer of wealth? ALPS Foundation Services can build planned giving into your fundraising activities.
Grantwriting
ALPS Foundation Services can assist your organization secure grants from private foundations, government agencies and corporations. With the decline of the stock market, private foundations are increasingly selective. Ensure your organization’s grant proposals are well developed by having ALPS Foundation Services either craft them or review them.
Special Event Fundraisers
From annual dinners featuring a keynote speaker to a special anniversary gathering, special events are increasingly used as a major fundraising tool by nonprofits and foundations. ALPS Foundation Services can assist you in the coordination of your special event fundraiser.