FUND DEVELOPMENT SERVICES
Fund Development Assessment
First, we’ll perform a comprehensive review of your fund development program. Then we’ll provide recommendations to strengthen or optimize your strategy, and offer support to implement your customized plan. We’ll do whatever we can to ensure that you are headed toward sustainable, long term goal achievement.
Fund Development Plan
We’ll start by outlining and organizing every fundraising activity for your organization, then give you a step by step action plan on how to raise funds to support your organization’s strategic plan.
Program Development
Avoid mission creep! We’ll help you design programs that advance your mission, that also fit with prospective funders’ giving priorities.
Grant Writing
From researching funders that suit your organization, to developing relationships with these funders, to writing the grant applications ourselves⎯ we’ll secure the grants needed to take your organization’s next steps.
Foundation Relations and Grant Management
Receiving grants takes more than well-written applications. Allow us to advocate for you, establish relationships with grantmakers, and set up the infrastructure needed to properly spend your award. Our goal is to always develop measurable impact outcomes that can be reported back to your investors.
Corporate Relations
With an experienced Master Fundraiser as our President, we know how to secure capital from businesses and corporate entities to assist your organization. We’ll support you in developing relationships with investors that help to achieve the goals of both your organization and the business.
Membership Program Development
Catered to benefit your members, we’ll design and implement a multi-level system to suit their needs. We’ll work with you to ensure that your entire organization and its members are getting what they need to maintain enthusiasm and support for your cause.
Board Development
Nothing is more important to your mission than engaging the leadership talents of the people in your community. We’ll help you choose the right people with the right skills for your board to create an ideal environment for getting the job done. On top of that, we’ll teach you how to leverage these skills appropriately to ensure that everyone is working intentionally and efficiently toward your organization’s long term goals.
Committee Management
Let us help you choose, manage, and engage your committee members so they feel confident to make decisions that advance your organization’s growth. We can teach you how to expand your contacts for a consistent overturn of prospective members and investors to keep you on the right track⎯ including and beyond fundraising. The wider your network, the greater the opportunity, and we’re here to help your organization grow!
community development financial institution (CDFI) services
CDFI Certification
Let us help you navigate through the complex process of CDFI certification and related funding applications. From confirming eligibility and writing applications, to connecting you to the resources you need to receive funding, we’ll support you the whole way through.
CDFI FA & TA Award Applications
Whether you’re a CDFI or an Emerging/Certifiable CDFI, we can help you secure the competitive Financial Assistance (FA) and Technical Assistance (TA) awards you need to build your organizational capacity.
Bank CRA Funding Applications
Allow us to help you apply for and manage Community Reinvestment Act (CRA) investments from banks and financial institutions to capitalize your loan fund.
Foundation PRI Applications
We would be happy to guide you through the process of applying for Program Related Investments (PRIs) from foundations to capitalize your loan fund.
Marketing & Administrative Add-On services
Social Media Management
Keeping up with an ever changing social media landscape can be intimidating, but it doesn’t need to be! We’ll assist you in developing and perfecting your social media strategy targeted to your desired audience.
Print & Digital Marketing
From brochures to advertisements to e-blasts and more, we can help you create and distribute marketing materials to make your organization stand out.
Copywriting
Do you need help getting your message across? We can assist you in writing and editing copy for your website, press releases, appeal letters to investors, annual reports and more. When you can’t find the words, leave it to us.
Administrative Assistance
Are you feeling overwhelmed keeping up with the daily administrative minutiae? Let us help you streamline your processes to stay organized and efficient. From data entry to internal and external communications, we can help you stay on track with the little things so you can focus on the big picture.

fundraising services
Customized fundraising strategies for nonprofits and municipalities