WHAT WE DO

Services Offered

1

Grant Research, Writing Review and Consultation

2

Campaign Design

3

Fundraising Diagnostic

4

Corporate Sponsorship Package

5

Strategic Planning

6

Post Grant Award Management

Additional services

Mission statement development and review

Assisting with creating a targeted and strong mission statement for your organization.

Solicitation writing

Working with program to staff to compose letters for organizations asking for various levels of funding from donors.

Major donor prospecting

Assisting organizations through wealth screening, mapping relationships, finding common passions and interests, creating ongoing connections and more.

Goal Setting

Strategic thinking around short- and long-term goals for your organization and the steps needed to get there.

Program Design

Help designing the ideal programs for your organization that align with your mission, vision and values.

Accreditation readiness and preparation

Assistance with a variety of accreditations including, but not limited to, CARF, TJC, COA. Help with startups for 501(c)3’s as well as C4’s and C6’s.

Strategic Planning

This program encompasses the entire process, from the foundation up, including SWOT analysis, goal setting (short- and long- term), internal scorecards, creating a mission and vision statement, forecasting, creating action plans and performance measures, and more.

Non-profit start up

Filing for 501(c)3 status, helping set up bylaws, board formation, strategic planning, articles of incorporation, specific state requirements, and anything else needed for a particular organization.

Policies and Procedure

This could be anything for an organization from a single policy (i.e. non-discrimination policy, financial oversight policy, conflict of interest, anti-harassment, records retention, etc.) to a full-on all-encompassing employee handbook.

Board of Directors Activation Workshop
  • Review of the previous and current BOD environment, processes, members, duties, etc.
  • Develop, distribute, collect, analyze, and compile Pre- and Post-Questionnaires
  • Develop custom workshop materials
  • Host virtual workshop (4-6 hours in length)
  • Develop and offer Best Practices guide
Corporate Sponsorship Package
  • Review of previous and current Sponsorship environment
  • Sponsor benefit meeting with the client
  • Sponsorship Package design (organization or event-level)
  • Development of sample solicitation messaging
Fundraising Diagnostic and Assessment
  • Review of the organization’s:
    • 990s, Budgets, and Financial Statements
    • Database, technology, etc.
    • Planning and Process
    • Current fundraising environment
    • External perception
  • Compilation of a SWOT analysis and findings from the above discovery
  • Recommendation for best next steps based on organization size, capacity, and resources.
Campaign Design / Turnkey (ranges from One-time Campaign to Capital Campaign)
  • Campaign Design
  • Communications Calendar
  • Cut/paste Messaging – social media and email
  • Custom imagery
  • Other custom content as needed