What We Offer



At Trek Advancement, we believe that donor-centered strategic philanthropy can change the world. We see ourselves as stewards of philanthropy and as such we feel a strong commitment to helping the nonprofits, companies and individuals we serve effectively leverage their philanthropic investments. We take a holistic approach to institutional advancement and tailor our services to help clients develop specific solutions and promote sustainable fundraising practices.
 
NONPROFIT SERVICES
 
Good Governance
  • 501(c)3 Establishment
  • Board Development
  • Gift Acceptance Policy Review
Governance Document Review
Operations, Policies and Procedures Assessment
  • Succession Planning 
 
Solid Leadership
  • Board and Volunteer Engagement Training
  • Development Officer Accountability Models
  • Leadership Assessment and Development
  • Professional Recruitment 
  • Staff Training 
 
Donor-Centered Fundraising
  • Campaign Feasibility and Planning
Charitable Gift Planning/Planned Giving
  • Development and Planned Giving Program Assessment
  • Major, Planned and Annual Giving Program Integration 
 
Mission Focused Action
  • Benchmarking for Internal/External Metrics
  • Case Statement Development
  • Strategic and Operational Planning and Execution 
 
CORPORATE AND FAMILY SERVICES
 
Corporate Philanthropy Services
Trek Advancement can help your company maximize your philanthropic efforts. Most corporations take their responsibility to the communities where they do business very seriously, but determining how to make the most out of these gifts can be a challenge. By outsourcing your corporate giving program to Trek Advancement you will make the most of your giving and volunteer efforts. 
 
Wealth Manager and Professional Advisor Services
Many donors rely upon their team of professional advisors for guidance on philanthropic matters. Trek Advancement can advise the advisors so your team is better equipped to integrate philanthropic services into your professional offerings when called to do so. We help your professional team understand trends in philanthropy and how philanthropy can align with legal and financial planning for your clients. 
 
Individual and Family Philanthropy Services
Trek Advancement also works with individuals, families and foundations to help them make informed decisions about their philanthropy and become more actively engaged with the social change they fund. Our approach helps align and focus your family’s mission while advancing your strategic goals and integrating these efforts with your current team of lawyers, accountants and wealth managers. 
 
PUBLIC SPEAKING
 
Trek Advancement’s team is available to speak to your organization or professional development group on a range of topics related to nonprofit governance, leadership and fundraising. Let us customize a program to fit your needs.
 
To discuss how Trek Advancement can help guide your philanthropic journey, contact:
 
Beth Bell
Vice President for Business Development & Project Manager
859.797.5787
beth@trekadvancement.com