Services

Consulting Packages
Guidestar/Candid Profile Package
Did you know that many financial advisors use Guidestar/Candid profiles as a research tool to find non-profit beneficiaries for their clients?
Any non-profit with a tax exemption already has a profile on Guidestar. We will help you gain platinum status! This will help donors know that your non-profit is worthy of their support.
BONUS: Many of the elements of your Guidestar profile make excellent grant application copy!
Package includes:
Mission-Focused Newsletters
An email newsletter has become even more important for nonprofits. Social media reach has become harder to gain – and is only one tool in your marketing toolbox. Donors want to know the impact of their donations – and a newsletter ensures that people hear about how their donations made a difference.
Effective newsletters include relevant research and links for your audience, and impact reports that show donors and community leaders that their investments are working.
It takes between 3-8 presentations of an opportunity to get people to “click” – sign up, share, donate, etc. So, you want content that can be used on social media or websites as well as in donor appeals.
Newsletter packages include:
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An analysis of your audience
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Philanthropic goals for the email newsletter
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Key messages to reinforce
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Multi-channel media opportunities
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Video content ideas that match your capacity
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Shocker statistics that reinforce the need for your work
Development Plan Package
Is your board hounding you about income targets?
You need a development plan, a fundraising blueprint for the year. It includes a list of the reasons donors will give, with an analysis of past income streams and a realistic forecast of relevant growth opportunities.
A solid development plan maximizes both staff and volunteer time, and provides an instrument for performance review, board communication and monthly reports.
- Mission Summary
- Income Analysis & Graphs
- Community Needs Statement
- Database Insights—Segments
- Impact & Outcomes Summary
- Key Strategies for One Year
- Specific Financial Targets
- Timeline
- Staffing Needs keyed to Plan
- Monthly Board Report template
- Marketing Recommendations
- Print Newsletter template
- Email News template
Package might include:
Customized Packages
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Create or update a Guidestar profile and/or development plan according to your established priorities
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Weekly strategy calls and training sessions on fundraising tasks
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Practical assistance with CRM data entry & reports
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Editor services for grant applications and donor proposals
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On-call for talking through ethical concerns and /or communication mishaps
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Social media advice that maximizes the right audiences
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Tips on time management and priority based on your priorities.