December 2008– Thomas Jefferson University and Thomas Jefferson University Hospitals have hired Schultz & Williams (S&W) to conduct a comprehensive audit of their annual giving program and, utilizing the results of the audit, develop the most cost-effective annual fund program possible. The ultimate goal of this project is to raise critical funds for Jefferson now and, at the same time, build a loyal donor base of alumni and past patients who will make up a core prospect pool for long-term fundraising.

This two-phase process uncovers how Jefferson’s current programs, constituents, communications and collateral material impact its fundraising potential and exactly what next steps need to be taken to develop a robust annual giving plan that maximizes revenue potential.

Specifically S&W will review all current annual giving materials; evaluate the schedule of prospect contacts; conduct a comprehensive database analysis of current donors; study the current data capture and coding; examine team responsibilities and structure; and interview key staff to fully understand what Jefferson needs from its annual giving program.

Once the audit is complete, S&W will use this information to develop a comprehensive annual giving plan that makes certain the case for support encourages giving and involvement and is broad enough to appeal to a wide range of constituencies.

Schultz & Williams’s work on behalf of Thomas Jefferson University and Thomas Jefferson University Hospitals is a critical step to raising their fundraising bar and to maximize the short- and long-term success of their annual giving program.

Founded in 1987, Schultz & Williams is a national consulting firm headquartered in Philadelphia, Pennsylvania. Today S&W works with nonprofits throughout the United States and continues to exemplify its legacy as one of the first firms in the country to combine the principles of development, management and marketing into our consulting services—an approach that proves successful for nearly every client challenge.