Hosting a fundraiser? Introducing a worthy cause to a new audience? Announcing or celebrating an exciting milestone?

Strategic events start from the ground up, establishing a stable foundation for the experience you are hoping to create. This first phase of planning includes:

Event Assessment and Leadership Strategy

Through strategic counsel, we advise on the development and methodology for constructing a strong event foundation. After setting event goals together, we will walk you through the basics of building a fundraising road map, targeting a core message, creating a checks and balances system, and analyzing the strength of your leadership plan.

Event Concept Development

From brainstorming themes and envisioning the impact, to establishing a timeline and analyzing financial requirements, we will work closely with you every step of the way.


With a commitment to strategic thinking, we take the blueprints of your event road map and bring them to life.

Let our team design every aspect of your event from start to finish. We provide insight and oversight throughout the entire event planning process on critical elements such as:

  • Budget creation and management
  • Committee coaching and moves management
  • Detailed decor selection
  • Event program development
  • Event timeline review and oversight
  • Fundraising counsel
  • Logistical planning
  • Prospect and donor follow up
  • Revenue management and tracking
  • Seating counsel
  • Scripting and messaging
  • Staffing and vendor plans
  • Vendor selection and negotiation
  • Vision benchmarking


Take advantage of our experience and enjoy every moment of your event as it unfolds...from beginning to end.

Event Management and Production

The best part of any event is the reaction of your guests. You can immerse yourself in those moments by letting us take care of the details.

We will confirm and coordinate all of the arrangements to ensure our joint strategic vision and design is effectively executed during your event. As the host, you won't be burdened with supervising vendors and managing timelines. You'll be able to enjoy your event knowing the logistics are being taken care of by Plum Strategy.

Post-Event Strategy

After your event, we'll help you tie up loose ends and will provide you with event wrap-up materials and recommendations for how to maximize return on investment from this event and plan for future events.

Imagine. Create. Be.

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