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!

Guidestar File Download

    Package includes:

  • Guidestar/Candid profile management
  • Bronze seal: Mission & Vision

    • Basic information uploaded including donation link
  • Silver seal: Program descriptions

    • Upload existing branding, photos and/or a video
    • Basic information uploaded including donation link
  • Gold seal: Finances (990s and audits uploaded)

    • Board Composition
    • Staff Composition
  • Platinum seal: Strategic information

    • Needs Statement
    • Strategies & Goals
    • Goals
    • Impact metrics

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:

  • An analysis of your audience
  • Philanthropic goals for the email newsletter
  • Key messages to reinforce 
  • Multi-channel media opportunities
  • Video content ideas that match your capacity
  • Shocker statistics that reinforce the need for your work
 
A content calendar will be created to provide forecasting, and a monthly strategy call to ensure content matches the situation on the ground. 
 
Set up a free consultation, and we can discuss your communications needs. We’ll analyze your current communications footprint and follow up with a concrete proposal for a newsletter contract.

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.

    Package might include:

    • 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

Customized Packages

Did you hire a development manager with limited experience? Even if you are an experienced fundraiser, it can be hard as an executive director to make the time to teach and coach a new development professional.
 
KWM Writing & Strategy can offer coaching and practical assistance, including:
  • Create or update a Guidestar profile and/or development plan according to your established priorities
  • Weekly strategy calls and training sessions on fundraising tasks
  • Practical assistance with CRM data entry & reports
  • Editor services for grant applications and donor proposals 
  • On-call for talking through ethical concerns and /or communication mishaps
  • Social media advice that maximizes the right audiences
  • Tips on time management and priority based on your priorities.
     
Set up a free consultation, and we can discuss the Funds/Friends quotient at your nonprofit, and the time crunch you are experiencing. We’ll follow up with a concrete proposal for a coaching contract.