Capital Strategy Advisors guiding organizations and philanthropists toward measurable impact.


We are more than just consultants. We are problem solvers, fundraisers, and strategists, and we will partner with you every step of the way to help you reach your fundraising, leadership, and performance goals.


We provide a wide range of philanthropic services to meet your needs.



  • Philanthropy Advisory Services
  • Grantmaking and Foundation Management
  • Campaign Counsel
  • Development Assessment
  • Strategic Fundraising Planning
  • Major Gift Cultivation Programs
  • Annual Campaign Programs
  • Special Event Fundraising
  • Organizational Development
  • Leadership Transition and Interim Fundraising
  • Campaign Planning Study
  • Board Development
  • Endowment Planning and Funding


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Philanthropy Advisory Services


  • Maximize the impact of clients’ charitable giving through personalized, high-touch advisory that amplifies effectiveness, influence, and reach.
  • Collaborate closely with wealth managers, family offices, and other professional advisors to integrate philanthropy seamlessly into broader wealth and legacy planning.
  • Convene the right people, resources, and organizations to co-create thoughtful, evidence-informed strategies that drive meaningful, lasting social change.


Building capacity through relationships and shared visions.

When it comes to philanthropy and giving, it's all about the relationships you build. This can be intimidating and leave nonprofits and individuals feeling unsure where to begin. That's where we come in.  Through our donor engagement process, we identify investors who align with your mission and help you connect. We help nonprofits doing good with donors looking to have an impact.

Campaign Planning

For each campaign, you need a road map. This map helps you stay focused on the goal and keeps the project moving forward. Our team will help you create this plan with a timeline. This timeline will include significant benchmarks and deliverables at every stage.  We will take a complicated process and make it easy for your team to follow.

Event Fundraising

Event fundraising isn't easy, but it can be very effective when done right!  Events allow your organization to connect with potential donors who might not otherwise be exposed to the great work you are doing.


The secret to a great event fundraiser, is to start early, have a plan and stay on track. Tomlin Strategies can help you through the entire process.

 

Planning events requires a deep analysis of ROI, including labor and overhead. We have spearheaded many events, from golf outings to 5Ks to galas.