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PLANNING PACKAGES

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

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

Grant Assessment Plan

This is a three-month package that assists with your grant readiness and grant organization process. Additionally, grant strategies are discussed along with best practices for successful grant seeking. Designed for organizations new to grants as well as those looking to expand their grant efforts.

  • Assistance in identifying best grant strategies for your organization

  • Coaching on determining your fundable projects and strategies on how to best position organization’s work to funders

  • Detailed grant facts sheet customized with all your narratives and information needed for grant applications

  • Guidance on organizing your grant work and determining your internal grant approval process

  • Up to 30 hours of consulting time provided

  • Package includes grant calendar with 10 – 12 grant prospects

  • Grant writing is not included

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

Contact us to discuss your fundraising needs.

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