PLANNING PACKAGES

Along with coaching services, these options provide the needed plans and tools to reach your goals.

Fundraising and Nonprofit Training

Board and staff training on philanthropy and collaborative fundraising.  Can be customized to include interactive portion to engage board in active fundraising strategies.

Presentations Include:

  • Fundraising that Doesn’t Feel Like Asking for Money

  • How to Be a Donor Relations Super Star

  • Fundraising Basics – The Donor Cycle

  • Annual Giving Strategies

  • Grant Readiness

  • Beyond Grant Readiness: Next Level Strategies

  • Why Grant Reporting Matters

Board Governance Training
  • Customized training on nonprofit best practices

  • Guidance on board vs staff roles

  • Presentation and materials on fundraising and governance strategies

Fundraising Checklist

This package reviews your current fundraising strategies and donor relation efforts against nonprofit best practices.

  • Three hours of consultation time

  • Brief review of current fundraising methods, policies, and procedures

  • Assess current fundraising efforts and recommend new approaches

  • Provide written plan on additional nonprofit resources and fundraising strategies

Development Assessment
  • An objective assessment will establish the benchmarks for your organization

  • Evaluate current fundraising strategies

  • Conduct interviews with selected internal and external constituents (total number to be determined)

  • Provide suggestions on additional nonprofit resources

  • Share Roadmap for Fundraising Success™ template

  • Final report with recommendations and summary of findings

  • Up to two revisions may be requested during engagement period

  • Client agrees to provide all necessary materials and access to complete project work

Case Statement
  • 90-minutes of consultation time

  • Four – Six-page framework document for all your fundraising appeals, grants and communications

Development Plan
  • After reviewing the results of your Fundraising Checklist or Development Assessment, we will establish the benchmarks for your organization. We will then create a Development Plan built on our industry’s best practices, and structured to meet your unique capabilities, capacities, and competences to deliver the fundraising results needed to sustain your programs.

  • Create customized plan which can include mission-oriented fundraising, board engagement and donor – centric communication goals

  • Up to two revisions may be requested during engagement period

  • Client agrees to provide all necessary materials and access to complete project work

Grant Research
  • 8-10 well-researched prospects

  • One-page profile on each prospect

  • Excel spreadsheet with prospects, deadlines, funding priorities, links to website and suggested ask amounts

  • 90-minute consultation time for initial call/video meeting to discuss organization’s needs and a follow up to review prospects and strategies

Grant Review
  • Add-on service to other packages

  • Coaching and review of your existing grant applications

  • Guidance on best practices for grant management

Donor Stewardship Plan
  • Create customized donor-centric plan to recognize donors and increase retention rates

  • Share best practices in Donor Relations

  • Include how to implement personal touches to keep donors engaged and informed

  • Provide samples and examples of meaningful donor stewardship

  • Include calendar with suggested touchpoints and donor engagements

  • Up to two revisions may be requested during engagement period

  • Client agrees to provide all necessary materials and access to complete project work

Custom Plans
  • Review your existing needs and strategies

  • Create a tailored plan and trainings to match your specific requirements

  • Provide suggestions on additional nonprofit resources

Contact us to discuss your fundraising needs.