Nonprofit Strategic Advancement Planning

Working collaboratively with nonprofit leadership and development program staff, we craft detailed, strategic, multi-year plans with prioritized implementation timelines. Plan recommendations might address budget revisions, staffing, and advancement operations and infrastructure, as well as wealth intelligence and donor database software.

We also suggest the most appropriate roles and responsibilities for the senior leadership team, advancement staff, board members, and other volunteers supporting your fundraising efforts.

We support clients facing challenges such as:

• Boards with no fundraising experience 

• Leadership teams with no campaign experience 

• Historically underfunded advancement programs

• Siloed advancement teams with inadequate fiscal or moral support

• Transactional advancement programs that do not deeply engage donors 

• No culture of philanthropy

• High-net-worth constituents who are not engaged or have low sights for their giving

• Lack of data and strategy to build a brand based on mission impact and powerful stories

• Strategic Plans, Master Facilities Plans, and capital campaign goals misaligned with the advancement program or their donors’ capacity, inclination, and readiness to fund the vision