Our Clients:  New Client Announcements

The 92nd Street Y, a premiere cultural institution and community center in New York City, engaged OAI in 2011 to assess their ability to launch a major campaign, and to assemble a comprehensive and actionable campaign plan.  This 3-tiered campaign will enable 92Y to make capital improvements, expand their annual fund, and grow their endowment.  In order to develop the campaign plan, OAI conducted a development audit that analyzed 92Y’s organizational structure and fundraising efforts.  From this investigation OAI compiled tactical recommendations on 92Y’s greatest opportunities for growth in philanthropic support.   Additionally, OAI refined a campaign case statement, and tested its impact through interviews with key 92Y stakeholders.  OAI is now working on a campaign readiness assessment that will help determine 92Y’s strategy in launching, sustaining and successfully completing this campaign.

In October 2011, the American Red Cross in the National Capital Region engaged OAI to identify specific strategies to grow their annual major giving and corporate giving programs. OAI will also be making recommendations to the American Red Cross in the National Capital Region on ways to maximize their staff efficiencies and improve internal operations to expand their fundraising capacity. OAI is currently assessing the fundraising operations in place at the American Red Cross in the National Capital Region, and working with the local board to expand a culture of philanthropy among organization leadership. Over the next 8 months, the OAI team will be hard at work for the American Red Cross to design and implement a strategic fundraising plan.

In June 2011, OAI was engaged by Capital Partners for Education (CPE) to assess its current fundraising operations, identify specific strategies designed to maximize annual contributed revenue, and determine strategies and approaches to improve fundraising capacity. Specifically, OAI was asked to look at CPE’s new charter school initiative as the basis for growth in contributed revenue.

OAI conducted a comprehensive assessment of CPE’s fundraising history and current capabilities and compared the input with industry standards and recent trends in fundraising in order to identify CPE’s greatest opportunities for growth in philanthropic support.

The Center for National Policy (CNP) is an independent think tank dedicated to advancing the economic and national security of the United States.  In February 2012, CNP engaged OAI to help support their development efforts.  OAI's will focus on corporate fundraising through a corporate membership program, sponsorship for programmatic events and sponsorship of CNP’s annual fundraising dinner, the Ed Muskie Awards Dinner.  OAI will also help CNP establish a Corporate Council to expand their donor pool and supplement the fundraising efforts of the Board of Directors.  After successfully helping CNP raise over $1.5 million for their 9/11 Tenth Anniversary Summit in September 2011, the OAI team is looking forward to helping CNP reach their corporate revenue goals.

The Ellis School (Ellis), Pittsburgh's only age 3–grade 12 independent girls’ school, engaged OAI in February 2012 to assist with their strategic planning needs. This project will include the development of a comprehensive work plan that will identify key tasks and metrics for their top identified strategic initiatives and the facilitation of a Board retreat in early March.  OAI will also work with Ellis to prepare a post-retreat evaluation and summary to help Ellis’ senior leadership implement the strategic plan. We are very excited to work with Ellis on this important initiative.

The Phillips Collection is America’s first museum of modern art. Opened in 1921, the Phillips is renowned for a focused collection of American and European impressionist, modern, and contemporary art. In October 2011, The Phillips Collection hired OAI to assist with a 10-year campaign to grow its endowment to $100 million by 2021, the museum's 100th anniversary.

• Develop and test a case statement;
• Develop a detailed and actionable campaign plan;
• Identify and recruit campaign leadership and volunteers;
• Identify, research and profile lead gift prospects; and
• Provide training and assist with lead gift solicitation.

Progressive Life Center, Inc. (PLC) was founded in 1983 to improve the delivery of mental health services to children, youth and families. Presently, PLC offers treatment and traditional foster care, kinship care, parenting classes, youth diversion, organizational development and family preservation services for at-risk children, youth and families in the District of Columbia, Maryland, Delaware, Pennsylvania and Ghana.

PLC hired OAI in January 2012 to assess their current fundraising operations, identify opportunities to diversify their funding sources and assist with the creation of PLC's development office.  OAI is currently conducting a comprehensive assessment of PLC's fundraising history and current capabilities as well as interviewing key stakeholders to identify PLC's greatest opportunities for growth in philanthropic support.  The ultimate goal is for PLC to increase its contributed income so it can launch a new educational services program.

St. Patrick’s Episcopal Day School, a Nursery through Grade 8 Day School in Washington, DC, is just a few months away from the Ribbon-Cutting for their first regulation-size athletic field.  This completes the first phase of their expansion planning and the $8 million capital campaign in support of it, A Broader Vision: The Campaign for St. Patrick’s Episcopal Day School.  The successful completion of this phase is the first step toward realizing St. Patrick’s vision to become the first coeducational Nursery through Grade 12 Episcopal school in the nation's capital.

St. Patrick’s retained OAI in January 2012 to conduct a campaign and development program assessment.  As part of the assessment, OAI will conduct interviews with key stakeholders to test perceptions of the current state of the campaign and fundraising efforts at St. Patrick’s.  The assessment will also aid St. Patrick’s in preparing for a transition to new leadership of their development office.  In addition to the assessment, OAI will help St. Patrick’s campaign leadership successfully close out the campaign.