Our Commitment to Our Clients

"Since our firm's founding in 1971, our Associates have been guided by a fundamental professional commitment."

Phillips & Associates encourages the highest standards of professional performance in philanthropic fundraising management, and strives to raise both the standards and expectations for sound financial and organizational planning within the not-for-profit sector.

The following highlight accomplishments we are proud to have shared over the years with our clients as a result of that professional commitment, as well as some words from our clients.

A History of Service
Philanthropy is a major enterprise in America, and competition for support is Sergerstrom Center for the Arts
intense - competition for people's attention, time, and resources. As we look
back over our many years of service to philanthropy, Phillips & Associates is proud of the ways in which we have fulfilled our commitment to clients - a commitment to achieve clearly-articulated financial objectives through thoughtful planning and tailored fundraising approaches.

Not-For-Profit Organizations Served

  • Colleges and universities, both private and public.
  • Secondary and elementary schools, both private and public.
  • Performing arts centers, orchestras, opera companies, festivals, chorales and repertory companies.
  • Organizations devoted to youth and human services.
  • Public broadcasting and environmental organizations.
  • Health care and medical research.
  • Museums, zoos, and botanic gardens.
Campaign Feasibility Studies Conducted
  • 34% of our studies indicated clients were ready to proceed with a campaign, with a specific 'action plan' recommended.
  • 63% of our studies recommended intensive campaign preparation, ranging in duration from 3 months to 18 months, in such key areas as campaign leadership development, organizational restructuring, major donor cultivation, and 'case' statement refinement.
  • 3% or our studies recommended campaign alternatives such as strengthened annual giving, major gift initiatives, estate planned giving and constituency development.
Capital, Endowment and Special Project Campaigns
  • 79% of our clients' campaigns reached their dollar goals within the Families Forward
    announced time period, ranging from 2 to 7 years.
  • 18% of our clients' campaigns reached their dollar goals with required extensions to the announced time period ranging from 1 to 2 years.
  • 3% of our clients' campaigns concluded prior to achieving their announced dollar goals.
  • Over $3.7 billion in cash, confirmed pledges and irrevocable estate planned gifts have been received by our clients in campaign contributions and grant support.
Leadership Retreats, Seminars and Presentations
  • 46 governing board and professional staff leadership retreats were planned and facilitated by our firm's Associates over the past 4 years.
  • 53 volunteer and staff seminars were conducted over the past 5 years focusing on such topics as "Techniques of Personal Solicitation," "Developing Governing Board Leadership," "Key Elements of Capital Campaign Planning."
  • 21 keynote addresses and topical presentations have been delivered by our firm's Associates at professional conferences and seminars over the past 6 years.
Focusing in the Western United States
  • 85% of our client assignments have been within California, Arizona, Hawaii, Oregon, and Washington.
  • We have accepted, and will continue to accept selectively, special client assignments in other areas of the United States.