More revenue, on a foundation that protects it.

01

Donor Development & Annual Fund

We find what's working in your giving program, and grow it.

• Review of current income streams and giving trends
• A major donor strategy: identifying, cultivating, asking and thanking the people with the most capacity and affinity
• Wealth screening matched with giving history, so you know who to visit first
• A full annual giving plan: tithes and offerings, designated projects, and scheduled special-offering appeals
• Year-end and challenge-fund campaigns built to beat their goals
• An appreciation strategy and a plan for telling impact stories back to your donors, the step most organizations skip

02

Capital Campaigns, Through Construction

We use a proven model to bring all of your stakeholders forward into a successful capital campaign.

• Campaign development and oversight, start to finish, with a campaign calendar
• An honest read on your organizational culture before you launch
• Extensive data analysis of your partners for capacity and affinity
• A spiritual development plan alongside the financial one
• Marketing plan and communications oversight
• Bank financing and lender communication
• Architect and general contractor selection, project cost analysis, and coordination through the build. Most consultants stop at the fundraising finish line. I stay through construction.

03

Donor Analysis

We give you a clear and precise picture of the reality of your organization's giving patterns.

• Overall giving and 36-month giving trends
• Partner engagement measured against the 80% rule, and the giving patterns within it
• Your top 50 givers for each of the last three years, and what their behavior tells you
• Segmented donor analysis and a donor segmentation study
• Review of your donor messaging and appreciation strategy
• A donor development strategy your team can actually run

04

Fractional CFO & Budgeting

We bring clarity to confusing and complicated financial puzzles.

• Deep-dive evaluation of your current financial structure and finance staffing
• A budget detailed enough to reflect your real goals and simple enough that your board, finance committee and staff all understand it
• Coordinated implementation of that budget
• Weekly, monthly, quarterly and annual reports that show finances against budget and cash flow in real time
• Commissioning and oversight of your financial audit
• Risk assessment to confirm your insurance coverage is adequate

05

Nonprofit Compliance & Board Governance

We make sure the ministry operates in a way that protects its nonprofit status, its board and its executive staff.

• Review of processes and procedures against nonprofit and IRS compliance guidelines
• Board governance training for directors and the executive team
• Governance policies boards are expected to have, such as conflict of interest and document retention
• Clergy compensation and housing allowance practices, approved and documented the right way
• Executive compensation reviewed against comparable organizations
• Coordination with your CPA and attorney, so nothing falls between them