Our mission is to move the nonprofit sector forward by ensuring philanthropy is intentional, efficient and effective.
Our Nonprofit Services
FUNDRAISING
- Fundraising Coaching & Training
- Capital Campaign Planning
- Development Audit
- Donor Pipeline Analysis
- Annual Giving Strategy
- Major Giving Strategy
- Planned Giving Strategy
- Grants Strategy
STRATEGY
- Value Proposition/Logic Model
- Evidence-Based Research
- Competitive Landscape
- Strategic Positioning
- Strategic Partnerships
- Strategic Planning
- Execution Plans & Timelines
- Progress Metrics
GOVERNANCE
- Governance Audit
- Board Coaching & Training
- Executive Director Performance Metrics & Evaluation
- Policies & Procedure Development
EARNED INCOME / PRIs
- Mission Related Income Audit & Strategy
- Unrelated Income Audit & Strategy
- Program-Related Investment (PRI) Strategy
OPERATIONS & PROGRAMS
- Operations Audit
- Programs Audit
- Growth &
Scalability Strategy - New Program Development
PERFORMANCE & RESULTS
- Operational Efficiency
- Program Outputs, Outcomes,
Monetization - Program ROI
Our Philanthropic Advisory Services
GIVING AUDIT & STRATEGY
- “Giving Passions & Motivations”
Inventory - Current Giving Analysis
- Create Realigned Giving Plan
SPECIALTY SERVICES
- Family Giving Plans
- Nonprofit Due Diligence & Research
- New Program Development
- Performance & Impact
- Volunteer Opportunities
- Giving Circles
- Philanthropic Leadership for Executives
B2B SERVICES
- In-house Philanthropic Advisory
- Philanthropic Education & Training
