Philanthropic & Impact Investors
Our approach is helping clients ensure that they are operating according to best practice.
Donor/Advisor Education
Demo Content
Philanthropic “Master Planning”
Demo Content
Due Diligence & Research
Demo Content
Program Design
Demo Content
Program Evaluation
Demo Content
Investment Risk Management
Demo Content
For Non Profits
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Fundraising
- Fundraising Audit
- Development Coaching and Training
- Donor Analysis
- Donor Pipeline Development
- Case for Support Development
- Feasibility Studies
- Institutional Funder Research
- Annual Campaign Planning and Execution
- Major Gift Strategies
- Campaign Planning & Execution
Earned Income
Program Income Audit & Strategy
We help clients to identify potential income streams related to their programs.
- Fees
- Licensing
- Pricing
Non-Mission Income Audit & Strategy
We also help clients to identify non-mission related income opportunities.
- Property Rentals
- Impact investment opportunities including PRIs and other repayable investments.
Governance
- Governance Audit
- Board Coaching & Training
- Management Performance Metrics
- Policies & Procedure Development
Strategy
Our Approach - Helping Clients to Maximize their Impact and Articulate their Value
- Value Proposition / Logic Model Development
- Evidence-based Research to Support Programming Offerings & Interventions
- Competitive Landscape Studies
- Strategic Partner Identification/ Collaboration
- Strategic Planning (with Execution and Progress Metrics)
Programs & Results
- Programming Audit
- Operational Efficiency Studies
- New Program Development
- Outcome Evaluation / Monetization / Communication
- Efficiency / Scale
Operations
- Content Here
Philanthropic & Impact Investors
Our approach is helping clients ensure that they are operating according to best practice.
Donor/Advisor Education
Demo Content
Philanthropic “Master Planning”
Demo Content
Due Diligence & Research
Demo Content
Program Design
Demo Content
Program Evaluation
Demo Content
Investment Risk Management
Demo Content
