Nonprofit Services

Charity or Foundation Startup

At the end of the process you and your organization will be incorporated in your state as a nonprofit corporation and will be approved by the IRS as a 501(c)(3) tax-exempt organization.  Starting a nonprofit involves creating Articles of Incorporation, Bylaws, Conflict of Interest policies, a narration about the organization’s plans, and other documents. We build your organizational brand and promote community awareness for your cause.  

Strategic Planning

We can help you and your board/executive team develop an integrated strategic plan that builds clarity and consensus among you on a critical game-plan for the future success of your business.  Just as importantly, our team-based approach to strategic plan development orchestrates the involvement of your key stakeholders in a way that optimizes your chances for successful plan implementation.  And as any executive leader knows, a strategic plan is only as good as your ability to execute it effectively. We can help with that too!

Executive/Board Coaching

Together we explore the distinctions between governance and management. We define the role of the board, move on to the performance expectations of the individual board member, and then focus on board member recruitment.    No matter where you are, once our engagement is complete, you’ll end up with written policies and procedures. And your board and staff will better understand the distinctions between management and corporate governance. 

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Organizational Assessment & Roadmap for Success

An organization assessment – also commonly referred to as an organizational audit, taking stock, or an information-gathering phase – lays the groundwork for your strategic plan. As such, it should be conducted very early in the planning process. Its primary purpose is to help stakeholders understand the past and current state of your organization as a launching pad for thinking about the future. 

Community Awareness | Marketing

We believe that nonprofits only reach their highest potential if people understand the importance of their work—not just what they do, but why it matters. We help them determine the brand—or reputation—for which they want to be known. Then we help them bring that brand to life through key messages, logo design, web design, and more. As a result, our clients successfully raise more money and attract the support they need to reach their goals. 

Annual Maintenance

When a nonprofit organization does not have the resources necessary to worry about the monthly and annual legalities of keeping up a nonprofit's state and federal certifications, we are available to assist.  We turn this occasion into an opportunity to strengthen and enhance the organization.

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Interim Directorship

When a nonprofit is without an executive director; whether they have never had one or there is a sudden departure, regardless of whether it was a resignation or termination,  we can help lead you through the transition and in-between state. We turn this occasion into an opportunity to strengthen and enhance the organization and help ensure the success of the next director.  

Fund Development

We help organizations raise more money.  We auditing development programs and design improvements. We help build comprehensive development programs that produce ownership and results. We define measures for success and establish opportunities to evaluate performance. 

Financial Management & Budgeting

A key component of financial sustainability is the commitment of board and staff to financial management that includes timely review of financial reports and advance planning. We help the board and staff plan for income and expenses in the future by creating a budget. Financial management assistance is available from general budgeting to bookkeeping and creating approval processes that ensure checks and balances are in place, we help manage all steps of the process.