Annual Appeals
Plan annual fund mail and email appeals with donor segments, ask amounts, campaign copy, calendars, and performance measures.
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Annual Report
Structure an annual report with impact highlights, accessible financial summaries, supporter recognition, and suitable print or digital formats.
Board Governance
Clarify board responsibilities, structure meetings and committees, assess board effectiveness, and define executive oversight.
Board Recruitment
Build board candidate pipelines using skills-gap analysis, cultivation, candidate materials, term planning, and onboarding.
Brand Messaging
Define a consistent nonprofit voice and positioning with mission-aligned messages, evidence, and reusable organizational copy.
Budgeting
Build annual operating budgets with revenue and expense forecasts, functional allocations, variance tracking, and board approval plans.
Bylaws & Policy
Draft and review bylaws and core governance policies covering conflicts, whistleblowing, records, gifts, and compensation.
C3/C4 Structure
Design paired 501(c)(3) and 501(c)(4) structures with lobbying rules, shared-cost controls, governance, and transaction records.
CEO-Board Partnership
Support executives in board reporting, chair relationships, evaluation preparation, meeting narratives, and strategic board conversations.
Capital Campaigns
Guide capital campaigns from feasibility and gift tables through leadership planning, quiet-phase asks, and the public launch.
Change Management
Guide organizational transitions with readiness assessments, stakeholder mapping, communication plans, and mission-adapted change models.
Charitable Registration
Manage state fundraising registrations, exemptions, filings, renewals, and requirements for professional fundraising partners.
Coalition Building
Build advocacy coalitions with partner recruitment, governance agreements, shared decisions, aligned messages, and joint letters.
Corporate Sponsorships
Develop sponsorship packages, pricing, pitches, cause-marketing partnerships, and renewal plans for corporate supporters.
Cost Allocation
Calculate indirect costs, assess true program costs, and design methods to allocate shared expenses across programs and grants.
Data Privacy
Develop donor data policies, consent practices, sharing agreements, breach response, and approaches to applicable privacy rules.
Digital Fundraising Tools
Choose and configure online giving platforms, fundraising technology, payment processing, recurring gifts, and transaction fee models.
Donation Intake & Grading
Organize donated-goods drop-offs and pickups, sort and grade items, decide resale or disposal routes, and issue intake receipts.
Donation Page Copy
Improve giving-page copy, suggested amounts, impact framing, trust signals, and checkout flow to support completed donations.
Donor CRM
Select and configure donor databases, improve data quality, and organize audience segments for communications and reporting.
Donor Pipeline
Manage donor prospects from identification and qualification through cultivation, solicitation, and stage-by-stage tracking.
Donor Retention
Improve donor stewardship, map the giving journey, reengage lapsed donors, and diagnose retention problems.
EOS & Traction
Adapt EOS/Traction tools for nonprofit priorities, leadership meetings, scorecards, and accountability across staff and boards.
Email Newsletter
Plan recurring supporter newsletters with send schedules, audience segments, content structure, subject lines, and deliverability practices.
Executive Communications
Draft executive-voice staff updates, difficult announcements, stakeholder letters, town halls, and public statements.
Executive Dashboard
Create executive dashboards and board scorecards with cross-functional indicators, targets, ownership, and regular review routines.
Executive Search
Guide board-led executive searches through committee design, role profiles, pay research, sourcing, structured assessment, and offers.
Executive Transitions
Plan incoming, interim, and outgoing executive transitions with first-90-day priorities, listening tours, handoffs, and board preparation.
Financial Controls
Strengthen financial approvals and internal controls while organizing audit preparation, auditor requests, and follow-up findings.
Financial Statements
Prepare and interpret nonprofit financial statements, explain donor restrictions, and translate results for boards and committees.
Form 990
Prepare for Form 990 filings by choosing the right variant, assembling schedules, addressing governance, and tracking disclosure and deadlines.
Fundraising Events
Build fundraising event budgets, revenue plans, auction structures, and event-day logistics for galas and other benefits.
Grant Research
Identify suitable grant funders, assess fit, monitor funding opportunities, and organize deadlines and renewals.
Grant Writing
Write funder-specific inquiry letters, grant proposals, budget narratives, evaluation summaries, and grant reports.
Grassroots Mobilization
Activate supporters through action alerts, petitions, legislator outreach tools, and other public-pressure tactics.
HR
Develop hiring, pay, personnel policies, employee classification, benefits, and performance reviews for resource-constrained nonprofits.
In-Kind Gift Acceptance
Handle non-cash gift acceptance, donor tax receipts, valuation documentation, Form 8283, and qualified appraisal requirements.
Legislative Advocacy
Prepare staff and board members for legislator meetings, lobby days, testimony, and tracking lobbying expenditure limits.
Major Gifts
Plan major gift asks, assess donor readiness, develop proposals, and structure gift agreements and multi-year pledges.
Media Relations
Prepare press materials, journalist outreach, spokesperson briefings, and rapid-response statements for nonprofit news.
Mergers & Fiscal Sponsorship
Evaluate mergers, joint ventures, and fiscal sponsorships through due diligence, culture assessment, integration planning, and agreement terms.
Needs Assessment
Assess community needs, assets, and service gaps through existing data, surveys, interviews, and provider analysis.
Online Resale
Sell higher-value donated goods online with item selection, photography, listings, shipping, and customer service workflows.
Outcomes Measurement
Create program indicators and evaluation plans, choose data collection methods, and report outcomes to funders and boards.
Peer-to-Peer Fundraising
Organize participant-led fundraising campaigns with recruitment plans, team toolkits, page copy, incentives, and outreach prompts.
Planned Giving
Develop bequest and legacy programs with planned-gift options, donor conversations, marketing, and stewardship.
Policy Analysis
Research and write policy briefs, position papers, one-pagers, and comparisons of bills or regulations.
Program Design
Create logic models and theories of change that connect program resources and activities to measurable outcomes.
Program Scaling
Assess readiness to expand proven programs, choose replication models, and plan the staffing, funding, and infrastructure needed.
Reserves & Cash Flow
Set operating reserve policies, forecast cash flow, and plan bridge funding for seasonal or grant-payment gaps.
Retail Pricing & Merchandising
Set donated-goods prices and plan resale-store layouts, seasonal product rotation, and visual displays.
Retail Staffing
Design resale-store staffing that combines paid employees and volunteers with clear floor roles, schedules, and training.
Retail Store Operations
Run resale-store procedures for sales and inventory systems, cash reconciliation, loss prevention, and opening and closing.
Revenue Diversification
Evaluate earned income and social enterprise opportunities, reduce revenue concentration, and plan pricing, tax screening, and launches.
Risk Management
Assess organizational risks, review insurance, plan continuity and crisis response, and strengthen program safeguarding.
Social Media
Plan nonprofit social channels, content calendars, posting formats, cadence, and engagement tactics.
Staff Retention
Diagnose turnover and burnout, strengthen culture, and improve rewards, growth opportunities, and management on limited budgets.
Storytelling
Develop dignity-centered impact stories with informed consent, thoughtful interviews, and strengths-based narratives.
Strategic Planning
Lead strategic planning through environmental scans, stakeholder input, priority-setting, multi-year goals, and facilitated board and staff work.
Succession Planning
Prepare emergency and long-term executive succession plans, transition timelines, interim arrangements, and internal leadership pipelines.
Vendor & Facilities
Manage vendor contracts, procurement and bidding, office leases, shared space, and facilities planning.
Volunteer Management
Build volunteer programs covering roles, recruitment, screening, onboarding, scheduling, recognition, and retention.
Voter Engagement
Plan nonpartisan voter registration, education, and turnout activities within 501(c)(3) restrictions on political endorsements.