Get started with us is 5 easy steps
1. Contact us to set up a 30-minute meeting
Meetings are held over the phone and Zoom, or in-person if you are in the Portland metro area. We’ll discuss your vision for future trips, what’s worked in the past, and your most pressing needs and concerns. We’ll also select a date and time for our next meeting.
2. You’ll receive a Press Kit in 1-2 business days
The press kit will include everything you need to know about Philanthropy without Borders, including Client Results, Consultant Bio, References, Brochures, and White Papers with helpful information on planning and implementing donor cultivation trips.
3. We’ll meet with you to solidify the project
At this meeting, you’ll have a chance to ask questions, voice concerns, clarify needs,determine goals and objectives, define the scope of our engagement with your organization.
4. You’ll receive a proposal within 24 hours
The proposal will state the outcomes of the project and how progress will be measured. It will also establish accountabilities and serve as an template for our work together. Taking into account your budget and timeline, we’ll provide you with three options that include fees and services to meet you needs. Proposals are valid for 30 days from the time of receipt.
5. Sign the Proposal and send the first payment
Once the signed Proposal and initial payment are received, we’ll get right to work. Depending on the size and scale of the project, we may schedule time on-site at your headquarters, and continue to meet virtually or in-person on a monthly or biweekly basis.