We design and build executable solutions for your fundraising challenges. We also work with givers to increase their joy in philanthropy. We believe this combination forms a sustainable charitable community.

1. Zoey Creative Development /
Overview & Services
FUNDRAISING COUNSEL
ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY

2. Overview & Services | CONTENTS
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zoey creative development
1 Who we are
Common client needs—nonprofits and
2 philanthropists
3 Solutions and Pricing
FUNDRAISING COUNSEL
ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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3. Overview & Services | WHO WE ARE
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zoey creative development
Our Value Proposition
Zoey serves urban nonprofits that want to maximize donation ๏ We offer expertise in strengthening urban nonprofits and
revenue, and we also help increase philanthropists’ joy in giving understanding New York’s philanthropic environment. A
and their heart for their cities. Our combination of offerings, we satisfied clientele is backed by our firm’s local credibility,
believe, will grow people in their desire to serve, create a national expertise, and global experience.
sustainable giving model for a nonprofit, and strengthen the ๏ Zoey works with affiliate professionals in NYC tours and
local community fabric.
philanthropic travel, education, cultural institutions,
Several attributes of Zoey’s operation and founder distinguish government, entertainment, and customized fundraising,
us from our competition: constituting a unique value-added proposition.
๏ We are a NYC-founded and -based firm with 20 years of ๏ The principal, Howard Freeman, was born and raised on
professional experience in this city. This includes work in Manhattan’s Upper East Side. He understands and has
the city’s nonprofit sector (healthcare, human services, arts numerous contacts within the high-net worth philanthropic
and cultural institutions, and religion) and private sector community. He is a Certified Fund Raising Executive with 16
(special event fundraising; book, magazine, and newsletter years fundraising experience.
publishing; public relations; and independent film
distribution), as well as nonprofit development in the FUNDRAISING COUNSEL
graduate education sector. ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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4. Overview & Services | COMMON NEEDS
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Common Needs & Solutions ๏ A BALANCED DONATION REVENUE MODEL. Experienced
execs know that major donors are the heart of current and
Zoey addresses several common challenges in the nonprofit
future donation revenue, yet they know also that they need
sector:
to engage new audiences. How does an exec or
๏ FUNDRAISING FUNDAMENTALS. Focus on start-up, Board development director determine how much time and
development, or balancing mission versus profitability can resources to spend on major donors, donor acquisition,
leave an executive director with little time to consider stewardship, foundations, corporations, planned giving,
fundraising or without expertise to execute. SOLUTION :: special events, online giving and emerging revenue
ramp up key executive and Board members on fundraising streams? Only when an exec knows this can she or he
basics through retainer relationship.
make allocation decisions. SOLUTIONS :: Matrix Map; Donor
๏ AN UNTAPPED DATABASE. Many execs want to know who Migration Model to determine best strategies and donor
in their database might increase giving year-over-year or segments (SEE SAMPLES ON FOLLOWING PAGES); Customized videos
during a campaign. This is particularly true of nonprofits to engage new audiences on social media platforms.
with large volunteer lists that include Gen X and Millenial
constiituents. SOLUTION :: screen database (both givers
and volunteers) and provide in-depth reports on key givers.
FUNDRAISING COUNSEL
Used for 1:1 relationship-building and strategic small group ANALYTICS & TREND MODELING
events. CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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5. Sample | ‘MATRIX MAP’
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zoey creative development
An urban school trying to raise a
supplemental budget of $500,000
wanted to evaluate the efficiency of its
fundraising efforts. Each ‘quadrant’
calls for different enhancement steps.
We help nonprofits decide which
fundraising initiatives
they should focus on.
FUNDRAISING COUNSEL
ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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6. Sample | DONOR MIGRATION MODEL
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An international nonprofit with a
budget of $4.5 million needed to
move from unreliable donation
sources to sustainable segments.
We created this trend analysis and a
plan to help them migrate to a model
they could make decisions from.
If your organization doesn’t know how future revenue sources
will perform, or if your Board wants to know how to re-allocate
resources to achieve missional priorities, this modeling will help
exec and Board align around fundraising realities and decide
FUNDRAISING COUNSEL
on resource needs. ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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7. Overview & Services | COMMON NEEDS
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zoey creative development
Survey of Givers’ Needs
Likewise, givers have certain challenges in a changing learn what projects need funding and what the expected
philanthropic landscape. A few of them that Zoey addresses outcomes are. SOLUTION :: Customized, in-depth Due
are: Diligence Report on selected nonprofit.
๏ UNDERSTANDING PHILANTHROPY’S SPIRITUAL SIDE. For
๏ OVERCOMING DONOR FATIGUE. It’s said that there’s no such
givers with a Christian background, we offer a 24-hour
thing as donor fatigue, only ‘vision fatigue.’ Sometimes
boutique event designed to take you deeper into the heart
what you need is a fallow year from sacrificial giving.
of what giving is all about—finding that ‘life that is true life.’
Sometimes, though, you need to go deeper into the
SOLUTION :: ‘Journey of Generosity’ event.
mission and vision of organizations you partner with.
SOLUTION :: Philanthropic travel; vision trips.
๏ DUE DILIGENCE. As a businessperson, you want to know
the ROI of an investment you make. To know the
difference you can make with a gift, the first step is doing
due diligence on a nonprofit you support or plan to. We
take the time you don’t have to read through an FUNDRAISING COUNSEL
ANALYTICS & TREND MODELING
organization’s 990s as well as interview key officers to
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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8. Overview & Services | SOLUTIONS
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We offer solutions for the development professional, who is ๏ DONOR MIGRATION MODELING. We use polynomial trend
often juggling multiple pressing deadlines and tasks, for the models (SEE PAGE 5) to determine an organization’s revenue
executive director and Board, and for the individual mix with its industry segmentation ideal. Allows for
philanthropist seeking to make a greater impact. reallocation of development resources for better results and
steadier donation revenue flow. For the executive director
FOR THE DEVELOPMENT PROFESSIONAL
or Board. $1,650.
๏ DATABASE SCREENING AND PROSPECT RESEARCH PROFILES.
FOR THE PHILANTHROPIST
Any size database for $300 + $0.25 per record. In-depth
๏ PHILANTHROPIC TRAVEL / VISION TRIPS. Negotiable.
giver research for $75 per profile.
๏ DUE DILIGENCE. $2,500 based on 8 hours @ $325/hr.
๏ RETAINER. Negotiable.
๏ ‘JOURNEY OF GENEROSITY’ EVENT. Pricing variable.
๏ CUSTOMIZED VIDEOS. Pricing variable.
FOR THE EXECUTIVE DIRECTOR OR BOARD MEMBER
๏ MATRIX MAP. Nonprofits must sometimes change revenue
streams to make them more profitable, more mission-
oriented, or both. A ‘Matrix Map’ (SEE PAGE 4) enables
FUNDRAISING COUNSEL
data-driven decisions toward sustainability. For the ANALYTICS & TREND MODELING
executive director or Board. $950. CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY
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9. Overview & Services | CONTACT INFO
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zoey creative development
Howard Freeman
Principal, Zoey Creative Development
349 West 84th Street, #4
New York NY 10024
917.969.0068
howard@zoeycreativedevelopment.com
Skype: howard.freeman17
FUNDRAISING COUNSEL
ANALYTICS & TREND MODELING
CROWDSOURCING PARTNERSHIPS
JOYFUL PHILANTHROPY