Data Leads the Way

Training, Consulting, and Regional Solutions

We can help you raise more major gifts, find new donors, and strengthen the relationships you already have.


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1) Regional 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.

What We Can Do For You Regionally

We offer comprehensive solutions where your alumni, donors, and volunteers live and work. We can...

  • Identify & inspire local advocates and leaders for your institution or organization.

  • Cultivate micro-philanthropic communities.

  • Using design-thinking, plan and co-host exclusive small events for high potential prospects and scalable, public events for supporters.

  • Provide current and consistent communications branded toward your strategic goals and institutional story. We are the bridge between you and your constituents.

  • Conduct donor qualification, cultivation, and philanthropy visits with your alumni and friends in priority regions.

  • Engage leaders and donors through story and help your team gather and share their stories to advance the institution or organization.

2) Training and Consulting Solutions

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.


Ready to invest in your fundraisers?

Training and Consulting Menu

Through our workshops and consulting, learn how to:

  • Best utilize complex data to cultivate donors

  • Use storytelling and principles of design thinking to engage alumni and donors

    For example, how to convert data-heavy content into a story-centric presentation

  • Improve advancement leadership and communication skills

    For example, ways to guide decision-making without dominating the process

  • Address prospects and donors’ toughest questions

  • Build effective strategies for planned giving & bequests

  • Enhance board engagement and effectiveness

  • Strengthen donor relations and stewardship

  • And much more!

    Let us know what you’re looking for.

To discuss pricing on training and regional services, call or email us today.


Your Experts in Storytelling, Philanthropy, and Advancement

For Donors, By Donors

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.

Bob Fealy</font color> is the President of ALUMinate. He recently served as interim president and chairman of the board of trustees for the University of Cincinnati Foundation, which supports the University of Cincinnati. He is a board member and previous chairman of the Chicago Children’s Choir, where he co-led their most recent capital campaign.

He serves as a trustee of the Morton Arboretum and co-chaired its recent $70 million “Growing Brilliantly” capital campaign. Bob was the president, chief operating officer, and director of The Duchossois Group, a $3 billion privately held operating and investment company.

Esther Choy</font color> 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]!

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