Data Leads the Way

Professional Services

Beyond our data enrichment and analytics solutions, we can help you raise more major gifts, find new donors, and strengthen the relationships you already have through our professional and consulting services.


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Analytical Consulting Services

Let us help you make use of the data we provide

Data without proper interpretation and analysis will not enable you to optimize your fundraising activities. We bring our deep domain experience to help you extract the maximum value from your donor and constituent information. 

We can also review your development officers portfolios to ensure they contain the most promising prospects.

Contract Prospect Research

Our team can build or expand your prospect profiles and reports

ALUMinate offers a wide range of tailored prospect research consulting services for advancement teams. 

Whether you’re looking for a flexible option to pay for prospect reports by the record, a dedicated prospect research consultant who can generate effective, customized prospect profiles for your team, or, if you have a small team and lots of data to manage and you’d like to outsource your prospect research needs, we can help!


Regional and Virtual Solutions

Along with data analytics solutions and training, we can also help you on the ground in your most important cities!

We study your constituents (whether alumni, donors, or volunteers) and your organization’s culture. Then we design and implement an engagement strategy for them that is SUSTAINABLE, MEANINGFUL, and RELEVANT.

This strategy is tailored to each region where your constituents live. We’re an extension of your advancement team and serve as a local, consistent presence in those regions.

Our regional solutions are designed to complement our data analytics solutions.

Training and Storytelling Workshops

Interactive. Action-based. Fun. Relevant. Immediately Applicable.

Don’t lose donors due to uninspired and irrelevant engagement efforts.

Instead, articulate areas of need. Build trust with donors. Support students. Advance your school or organization’s mission.

ALUMinate leaders offer highly interactive half-day, full-day, or two-day workshops for new advancement staff and seasoned professionals alike.

Our trainings aren’t about gimmicks or shortcuts. ALUMinate workshops and consulting services are shaped by our in-depth, ongoing research and customized to fit the needs, challenges, and culture of your institution and your constituents.

Each fundraiser will leave our workshops with a roadmap to navigate fundraising’s toughest challenges. Topics include: how to use storytelling and principles of design thinking to engage alumni and donors, how to address prospects and donors’ toughest questions, and much more!


34% of fundraisers are dissatisfied with their access to leadership training.*

In the age of mega-gifts and longer and longer capital campaigns, give your fundraisers a winning edge. ALUMinate leaders have over 30+ years combined experience in philanthropy, storytelling, and advancement.

Esther Choy is the Chief Operating Officer of ALUMinate, author of Let the Story Do the Work: The Art of Storytelling for Business Success, and a contributor for Forbes. She has a Master’s degree in Higher Education from Texas A&M University and she is an alumna of Kellogg School of Management’s full-time MBA program, as well as a lecturer in its Executive Education Program.

*According to The Chronicle of Philanthropy.



What have advancement professionals said about our workshops and trainings?

  • It's good to revisit these topics, even after 18 years [in development].

  • Now our development officers are prepared to answer [donors'] difficult questions.

  • I found this to be very thoughtfully developed and informative!

  • I've learned that what we do and how we talk about our [institutional] story is important.

  • My greatest takeaway was brainstorming new ways of answering [donors'] hard questions with colleagues.

  • I will use this knowledge to better steward donors.

  • I will use what I've learned in every single planned gift interaction.

  • I've learned the daily use of storytelling—its not about me, its about you [the donor]!

To discuss pricing on professional services, call or email us today.

Bob's Expertise in Philanthropy

Learn more about ALUMinate President Bob Fealy and the impact giving back has made on his life & his alma mater

Esther Choy's Storytelling Leadership

Learn from Esther why storytelling is so important in fields like business and advancement