Services
Revenue Development and Strategy
The most effective long term fundraising strategies are tailored to your organization and ensure that your programmatic goals and development goals go hand in hand. We will help you build a sustainable fundraising model tailored specifically for your organization and your needs.
Whether you are looking to optimize a specific revenue stream or perform a complete audit of your current development program we can help you reach your goals.
- Assessments, audits and recommended corrective measures
- Fundraising plan development
- Long term strategic plans
- Short term strategies to bridge the gap
- Goal setting
- Revenue stream optimization
- Revenue forecasting
- Staffing and support structure mapping
- Donor engagement plans
- Donor communications
- Data management and organization
Organizational Development and Effectiveness
A clear vision with goals, a strategy, and plan to get there are what sets apart high performing nonprofits versus organizations that keep getting stuck. And it’s easy to get stuck. It is hard to make changes, both big and small, when you are just trying to keep your organization running.
That’s where we come in:
- Organizational assessments
- Strategic planning
- Restructuring and reorganization
- Management coaching
- Board development and management
- Internal communications
- Retreat planning and facilitation
Capacity Resources
Every organization experiences leadership changes and staff transitions. These transitions can be stressful and lead to setbacks or they can lead to immense opportunities and growth if leveraged correctly. We will partner with you to craft a strategy that identifies short term immediate needs as well as a plan for your organization’s long term goals. We will shepherd your development team during this time of transition, providing direction and strategic guidance and serving as a trusted partner to organizational leadership to bridge the gap and build a stronger future.
- Capacity building
- Interim management resources
- Facilitate team meetings
- Guide development staff
- Facilitation of development strategies
- Thought partner to organizational leadership
- Creation of presentations and other collateral materials for stakeholders
- Budget and expense tracking including progress reports
360° Budget Strategy
Your budget is more than just a list of expenses. It is a manifestation of your organization’s values and is core to communicating both to internal and external stakeholders what your priorities are in the immediate and where you are going. We can help you craft that narrative through the numbers - we can also help with the numbers.
Whether you are looking to optimize your current program or need a complete overhaul, we want to help.
- Craft a budget schedule and project management plan ensuring your Finance team, Development team, and Program teams are all in coordination and working together to maximize your funds to make the biggest impact possible
- Write a budget narrative to accompany the budget to communicate with internal or external stakeholders
- Prepare revenue plans and create tracking systems
- Prepare expense plans and create tracking systems
- Create or advise on presentations for your board, staff, or donors
- Coaching or thought partnership for staff or board members
- Assess and make recommendations for organizations with multiple legal entities such as: c3/c4/PAC/527 to ensure you are maximizing how and where you raise and spend your funds.
This information is not intended as legal advice. We recommend you consult your nonprofit’s legal advisor if you have questions on how fundraising regulations affect your nonprofit.