Systems & Strategy Services

  • Funder Prospect Research

    In-depth research to identify funders that are the best fit for client fundraising needs and goals.

  • Funding Landscape Research

    In-depth research to identify and assess trends in philanthropy and fundraising in order to inform client goals and strategy.

  • Development Audit

    Assessment of an organization’s past and current fundraising model, strategies, and revenue streams, to provide strategic recommendations to strengthen the revenue model to meet client needs and goals. Often includes support in implementing the new fundraising strategies.

  • Development Plan

    Creation of a Development Plan to cover the current or upcoming fiscal year(s) in order to provide consistent support for existing programming and costs, as well as to strategically increase revenues to meet organizational goals around service or geographic expansion, or other key priorities. Includes planning for and projections around grants fundraising, as well as the other methods of fundraising the agency currently employs (individual donor campaigns, fee for service work, events, etc.).

  • Development Infrastructure & Systems Building

    Support for organizations seeking to build or enhance their grants and development departments. Consultation on strategy, systems, policies, and processes to ensure the success of critical fundraising departments. Focus is generally led by client needs and goals, and can include hiring, role delineation, policies and procedures, systems to implement, software to consider, and many other components.

  • Project Management Support

    Provided to organizations who need support (either temporarily or ongoing) in the project management of their grants operation, including creating and maintaining a grants calendar, grants work planning tool, grants revenue projections, and/or other critical grants management infrastructure.