Our Services

We offer tailored services that drive results because one-size-fits-all won’t cut it.

Our solutions are clear, actionable, and designed to help mission-driven organizations unlock their full potential. Whether you’re looking to implement new strategies, streamline systems, or build internal capacity, we’re here to help you drive long-term growth.

Strategic Planning

Create a roadmap for growth

From capital campaigns to annual strategies, we help you develop clear,  compelling fundraising plans aligned with your mission and long-term goals.

 

Major Gifts

Unlock transformational giving

We help you identify, cultivate, and close donors with customized portfolios, actionable moves management plans, and persuasive donor comms.

Executive Advising

Equip your leaders to lead boldly

We coach executive teams, advise on hiring and retention, and train staff to build internal capacity and long-term development effectiveness.

Data Management

Make your tools work smarter

We assess your CRM and evaluate your tech stack to ensure you’re leveraging the right systems and partners for fundraising success.

Success Stories

  • Direct Mail

  • Major Gifts

  • Managing Teams

Overcoming Objections Blog Post 7.31.25 (1200 x 600 px) (2400 x 1256 px) (1)

Making the case to spend an extra $1 million today, to raise an additional $5.5 million over the next two years.

Challenge:

  • Acquiring new donors is costly at first, but profitable long-term, and it’s often hard to educate and persuade your executive team to make those long-term investments.
Our Solution:
  • We noticed that the cost of direct mail acquisition was at a record low.
    We advocated to the President and Board for an unbudgeted $1 million to use for additional prospecting efforts

Result:

  • Direct marketing revenue increased by 14% the next year, and by 22% two years after.

Overcoming Objections Blog Post 7.31.25 (1200 x 600 px) (2400 x 1256 px) (2)

Poor portfolio management left millions of potential dollars unraised.

Challenge:

  • An audit revealed billions in capacity on a donor file, but the team had no plan to capture it.

Our Solution:

  • Right-sized gift officer portfolios from 180 to 100
  • Added tiers of gift officer titles so that the most experienced staff pursued the highest capacity donors
  • Rearranged geographic regions to better suit the current staff
  • Encouraged portfolio managers to continuously refresh the prospects that were added to gift officer portfolios
  • Created a new mid-level program for the 7,000 major gift prospects not on portfolios.

Result:

  • The major gifts team raised the most in organizational history, an ~$2 million increase from the previous year.
Managing Teams Invictus Strategies

Staff turnover makes it hard to build teams that can execute on a long-term vision. 

Challenge:
  • On average, gift officers change jobs every 1.5 years, making it hard to build the relationships needed to ask a donor for a transformative gift.
Our Solution:
  • We created and implemented a new incentive plan to boost the retention of fundraising staff.
  • This included benchmarking industry salaries, using spot bonuses for above-and-beyond contributions from individuals, and adding a team-wide bonus pool to encourage collaboration.
Result:
  • The Development department had the highest employee satisfaction in the enterprise.

TAKE THE FIRST STEP

You don’t need more pressure—you need a partner.

Let's Talk