Services & Tools

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Philanthropic & Impact Investors

Our approach is helping clients ensure that they are operating according to best practice.

Donor/Advisor Education

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Philanthropic “Master Planning”

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Due Diligence & Research

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Program Design

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Program Evaluation

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Investment Risk Management

Demo Content

For Non Profits

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Fundraising
  • Fundraising Audit
  • Development Coaching and Training
  • Donor Analysis
  • Donor Pipeline Development
  • Case for Support Development
  • Feasibility Studies
  • Institutional Funder Research
  • Annual Campaign Planning and Execution
  • Major Gift Strategies
  • Campaign Planning & Execution
Earned Income

Program Income Audit & Strategy

We help clients to identify potential income streams related to their programs.

  • Fees
  • Licensing
  • Pricing

Non-Mission Income Audit & Strategy

We also help clients to identify non-mission related income opportunities.

  • Property Rentals
  • Impact investment opportunities including PRIs and other repayable investments.
Governance
  • Governance Audit
  • Board Coaching & Training
  • Management Performance Metrics
  • Policies & Procedure Development
Strategy

Our Approach - Helping Clients to Maximize their Impact and Articulate their Value

  • Value Proposition / Logic Model Development
  • Evidence-based Research to Support Programming Offerings & Interventions
  • Competitive Landscape Studies
  • Strategic Partner Identification/ Collaboration
  • Strategic Planning (with Execution and Progress Metrics)
Programs & Results
  • Programming Audit
  • Operational Efficiency Studies
  • New Program Development
  • Outcome Evaluation / Monetization / Communication
  • Efficiency / Scale
Operations
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Philanthropic & Impact Investors

Our approach is helping clients ensure that they are operating according to best practice.

Donor/Advisor Education

Demo Content

Philanthropic “Master Planning”

Demo Content

Due Diligence & Research

Demo Content

Program Design

Demo Content

Program Evaluation

Demo Content

Investment Risk Management

Demo Content

CONTACT US

Click here to send us a note. (We’d like to hear from you.)

OUR CUSTOMERS

Click here to see a sample of the clients we’ve helped in our 10+ years of business.