Success Stories

All of our services are tailored to meet the individual needs of our clients. Depending on the size of your organization, staffing and goals, we will work with you to create a customized service model. Here are some examples of how we work holistically, to improve fundraising and overall organizational health:

Grassroots Organization

One chief executive struggled to fundraise with her small staff while orienting her novice board members. Over an eight-month period, we worked regularly with board and staff, creating priorities for each and ensuring that each party understood and felt comfortable in its fundraising roles. Our goal was to ensure maximum financial return with an eye toward limited human and financial resources. Among the outcomes:

  • Bolstered year-end giving, from $12,000 to $42,000 year over year
  • Conducted the organization’s first in-depth analysis of major donor prospects
  • Created a plan, systems and calendars focused on donor outreach
  • Secured a new $15,000 foundation funder and an upgrade to another, boosting the total gift from $5,000 to $25,000

National Organization

When a former client approached a national foundation with a white paper, the program officer’s positive reaction meant that this nonprofit needed to move quickly. As is our practice, we supported staff behind the scenes, providing guidance and support during the solicitation process:

  • Led the staff team to design the proposed program
  • Provided the CEO with talking points for his meetings with foundation staff
  • Wrote the funding proposal
  • Celebrated the resulting $14 million grant for an early childcare center