The Cholangiocarcinoma Foundation is a nonprofit organization dedicated to improving the quality of life for those affected by cholangiocarcinoma, a rare and deadly bile duct cancer. Through patient advocacy, research funding, and educational resources, the Foundation works tirelessly to advance treatment options and increase awareness of this challenging disease. During a period of staff transition, the Foundation sought strategic support to maintain continuity and bolster its development efforts, aligning with its long-term mission to find a cure.
Highlights
Expert Interim Guidance
S&W provided experienced, strategic leadership to support the Cholangiocarcinoma Foundation’s development team, ensuring a seamless continuation of fundraising efforts during a key transitional period.
Elevated Donor Engagement
Through the course of the engagement, S&W strengthened donor engagement approaches, including targeted strategies for major gift prospects, moves management, and tailored cultivation and solicitation efforts.
Strategic Growth Roadmap
S&W advised on the creation of robust work plans and projections for FY25, reinforcing a sustainable growth path that aligns with the Foundation’s mission to advance research and patient advocacy for cholangiocarcinoma.
The Challenge
The Cholangiocarcinoma Foundation faced a significant staffing transition within its development team, requiring expert leadership to ensure continuity and maintain momentum in critical fundraising efforts. This transition presented challenges in overseeing donor cultivation, solicitation, and stewardship activities. Additionally, the development team needed support to establish a seamless plan for FY25 while executing a structured approach to major gifts and annual giving programs. With the position of Chief Development Officer (CDO) vacant, the Foundation sought interim guidance to navigate this period and provide strategic direction for ongoing and future fundraising initiatives.
The Solution
Schultz & Williams deployed its StaffSolutions™ service, assigning Senior Consultant Greg Wilson as the temporary CDO. Over a five plus month engagement, he provided remote leadership and management of the development team. His leadership included all aspects of fundraising management, including advising on work plans, reviewing key fundraising communications, and coaching staff on major gifts strategy. Additionally, he supported moves management for top prospects and helped facilitate Board and committee engagement in development activities. His role also extended to assisting with the recruitment and onboarding of a permanent CDO, ensuring a smooth transition and a strong foundation for future success.
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