Whether you are developing a new foundation or donor advised fund, clarity in goals and giving priorities will be important tools to implement. We can help guide you and your family or colleagues throughout the design process, and ensure reporting and recognition are standardized and meet your expectations.

With years of government advocacy experience, at every level, we can leverage our expertise and federal relationships to further your institution’s projects. Whether you want to pursue funding, legislation, or promote support of various concepts, we will partner with lobbyists in Washington, DC to reach any member office and identify policy goals for your institution.

From facilitation with the board, donors, and key stakeholders to engaging staff in the process, we support the full strategic planning process. We provide a comprehensive plan that can be used to engage supporters and the community, as well as guide the staff and board in implementation.

Whether you’re building a brand new organization, developing new programs, or experiencing institutional change, we can build the infrastructure necessary to achieve your goals. At inception, we provide guidance on next steps and work in lockstep with your team to build and implement systems. We can also equip you with one to five year plans for growth.

Transitions in an organization can be extremely difficult and sometimes personal and emotional for the team that remains. External interim support can work to bond and motivate staff to stay focused on the mission. We provide interim support for chief executive officers, development, external affairs, public policy, and marketing.

Whether you are beginning to plan for a capital campaign, working towards the successful completion of a campaign, or fulfilling campaign stewardship, we can provide guidance and recommendations to help ensure your philanthropic goals are met and donors are sufficiently recognized for their generosity.

Through human-centered facilitation services, we will engage all participants and ensure the goals of a meeting or retreat are met. Balancing business with ongoing education, mission moments, and a little fun, this time together is an important tool to help unite a staff and/or engage a board and donors. We can help plan and facilitate these meetings to deliver an effective use of time and ongoing impact.

Service on a Board of Trustees for a nonprofit differs from that of a for-profit. We provide engaging and supportive educational sessions to better prepare philanthropists for board service and equip them with the tools to best contribute to a nonprofit’s mission.

From bylaws and role descriptions to board recruitment matrixes and annual commitment plans, we can tailor governance materials to meet your organization’s needs. We will advise on best practices and ensure your organization’s materials support efficient board service.