DBD Group Products
Downloadable (PDF) Overview
Description
DBD Point Person/People
Annual Giving Coaching
This strengthens the fundraising engine. We focus on leadership accountability, donor segmentation, pipeline management, and cultural ownership of philanthropy. It is often foundational before or after campaign work.
Lauren De Simone & Sarah Breece
Capital Campaign Consulting
This is our flagship transformational fundraising engagement. We guide clients through vision refinement, case development, leadership alignment, volunteer structure, major gift strategy, and execution.
Capital Expansion Planning
Strategic evaluation aligning mission growth, financial sustainability, operational impact, and fundraising feasibility. Often leads into Capital Planning Model and Campaign Consulting.
Brian Keel
brian.keel@dbd.group
Capital Planning Model
A disciplined modeling process that analyzes social return and financial viability. Includes pro formas, cash flow projections, and debt capacity analysis. Often precedes campaign engagement.
Brian Keel
brian.keel@dbd.group
Capital Readiness Assessment
This is a diagnostic tool. We evaluate leadership cohesion, board engagement, donor pipeline, systems, financial strength, and strategic clarity. The outcome is a clear recommendation: proceed, prepare, or pause. Often a gateway to Feasibility or Development Assessment work.
Leighann Sibal
leighann.sibal@dbd.group
Collaborations
Structured evaluation of mission fit, financial implications, governance impact, and operational feasibility. Helps leaders make thoughtful decisions before entering formal agreements.
Bruce Berglund & Jason Fry
bruce.berglund@dbd.group
jason.fry@dbd.group
Community Needs Assessment
Engagement-driven research that clarifies service gaps, growth opportunities, and stakeholder priorities. Strong precursor to strategic planning or capital expansion.
Leighann Sibal
leighann.sibal@dbd.group
Debt Refinancing
Strategic review and restructuring of debt to improve cash flow, reduce risk, and align financing with long-term sustainability. Strong cross-sell with Capital Planning and Financial Assessment.
Jim Mellor
jim.mellor@dbd.group
Development Assessment
A comprehensive review of staffing structure, donor strategy, systems, volunteer engagement, and culture. Often precedes campaign work, annual coaching, or staffing restructuring.
Mary Ramirez
mary.ramirez@dbd.group
Donor Research
Data screening and segmentation that helps focus time on the right prospects. Best paired with campaign planning, annual coaching, or development restructuring.
Kali Righter
kali.righter@dbd.group
Feasibility Studies
Our trademarked feasibility process both tests and builds the campaign. It strengthens donor relationships while assessing philanthropic appetite, leadership credibility, and case resonance. This is as much strategic positioning as research.
Courtney Weiland
courtney.weiland@dbd.group
Financial Assessment
Objective review of financial health, controls, sustainability, and reporting clarity. Produces a prioritized roadmap. Often opens doors to Financial Management Services, Interim CFO, or Capital Planning Model.
Brian Keel
brian.keel@dbd.group
Financial Management Services
A scalable suite of services including modeling, systems improvement, forecasting, and financial leadership support. Positions DBD as a long-term strategic partner, not just a project consultant.
Brian Keel
brian.keel@dbd.group
Fundraising Data Solutions
This is our data-to-strategy engagement helping clients move from reactive fundraising to insight-driven decision-making. Through a suite of data solutions, including Donor Research, Fundraising Fitness Test, Philanthropic Lift, Prospect List Development, and Data Coaching, we provide clarity on performance, pipeline strength, opportunity gaps, and growth potential.
Kali Righter
kali.righter@dbd.group
Grant Writing
We provide research, proposal development, and positioning support. Important to ensure this complements, not replaces, relationship-based fundraising. Strong cross-sell with Strategic Planning and Program Impact Analysis.
Mary Ramirez
mary.ramirez@dbd.group
Interim CFO
Short-term executive financial leadership that stabilizes systems, supports board reporting, and prepares the organization for its next permanent CFO. Often connected to Financial Assessment or M&A activity.
Brian Keel
brian.keel@dbd.group
Mergers & Acquisitions
Comprehensive due diligence: financial, cultural, governance, and operational. We help boards evaluate risk, protect mission, and maximize combined impact. Frequently involves Financial Assessment and Strategic Planning components.
First Last
first.last@dbd.group
Organizational Culture & Teams
We partner with clients to help strengthen vulnerability-based trust, healthy conflict, clarity, and accountability. Often unlocks stalled strategy or fundraising performance.
Kellie Wardman
Partnerships & Collaborations
We help define shared outcomes, accountability structures, governance clarity, and long-term sustainability to ensure partnerships create measurable impact rather than complexity.
Bruce Berglund & Jason Fry
bruce.berglund@dbd.group
jason.fry@dbd.group
Planned Giving
We help launch or refine legacy programs, identification, messaging, stewardship systems, and integration into overall development strategy. Often paired with annual giving or campaign efforts.
Robyn Furness-Fallin
robyn.furness-fallin@dbd.group
Program Impact Analysis
Mission-and-margin analysis that informs pricing, resource allocation, and strategic decision-making. Often paired with Strategic Planning or Financial Assessment.
Brian Keel
brian.keel@dbd.group
Strategy & Planning
Comprehensive planning process grounded in data, stakeholder input, and leadership alignment. Reinforce that “a great plan is only step one”, implementation accountability is built in. Frequently leads to campaign, financial, or fundraising work.
Kellie Wardman & Richard Clegg
kellie.wardman@dbd.group
richard.clegg@dbd.group
Working Genius
Assessment-based engagement grounded in the Six Types of Working Genius. Improves workflow, reduces burnout, and clarifies how work gets done best. Strong entry point for culture work and leadership coaching.