Making philanthropy work better – for everyone.

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

“We can help you be better at doing good.”

 

Drop us a line

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
UPCOMING SEMINARS & WORKSHOPS:
Headline for this seminar goes here | Oct 23rd, 2017
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Another headline for goes here | Dec 12th, 2017
Copy goes here about to build the capacity and improve the effectiveness of the nonprofit sector: Contributed Income, Donor “pipeline” analysis, G ... more
IDEAS & NEWS:
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Copy goes here about to build the capacity and improve the effectiveness of the nonprofit sector: Contributed Learn more ... more
Article Number 2
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Excelsior Bay Group
25 Center Street
Excelsior, MN 55331
952 451 9293