The firm works with organizations to cultivate, solicit, and steward public and private grants, sponsorships, major gifts, and annual fund contributions. The firm provides strategic prospect research, proposal development, and guides stewardship planning for current and future gifts. For annual fund support, the firm helps organizations leverage digital technology and other resources to enhance charitable contributions and position the organization for major gifts. We partner with nonprofit clients to establish and grow their existing base of philanthropic supporters; implement strategic cultivation; develop compelling grant and sponsorship proposals; and to cultivate strategies to build long-term philanthropic partnerships. 
 

The firm conducts comprehensive fundraising program audits/assessments--a comprehensive evaluation designed to assess the effectiveness of your organization’s fundraising strategies, donor engagement, and revenue growth potential. Through a data-driven analysis, we identify strengths, uncover opportunities for improvement, and provide actionable recommendations to enhance your fundraising impact. Whether the goal is to optimize donor retention, diversify revenue streams, or strengthen major gift strategies, the audit equips organizations with the insights needed to build a more sustainable and successful development program.

The firn offers experienced, results-driven interim, acting, and part-time development leadership to support nonprofit organizations during periods of transition or growth. Whether filling a short-term vacancy, launching a new initiative, or strengthening internal capacity, we step in with strategic oversight and hands-on expertise. Our seasoned leadership ensures continuity in fundraising operations, supports staff and board engagement, and drives key revenue-generating activities—keeping your development efforts on track while positioning the organization for long-term success.

Successful leadership, staff, and board engagement is key to fundraising success in the nonprofit sector. The firm partners with organizations to assess and develop the skills of leadership, staff, and boards to be effective partners in fundraising development success. This includes a strategic assessment of staff, leadership, and current boards, coupled with training and planning support on all aspects of fund development and advancement. Through our professional development work, we help organizations to move toward increased and long-standing fundraising success.
 

The firm's principal consultant serves as an external, expert reviewer for grantmaking organizations. The grant review process is a strategic and thoughtful assessment of an organization's ability to carry out its stated goals and an assessment of how it will meet the intended outcomes of its proposal. As a reviewer, our consultant carefully analyzes the proposal’s objectives, feasibility, and sustainability, determining how well the organization’s strategies align with the funder’s priorities and intended impact. Additionally, the process considers the strength of program design, measurable outcomes, and the organization’s ability to track and report progress. 

The firm partners with organizations to define, align, and achieve their long-term vision through planning and organizational development. Our work supports organizations at key moments of growth, transition, or realignment, helping leadership translate mission and values into clear priorities, actionable strategies, and measurable outcomes. We provide comprehensive support across annual and multi-year strategic planning, organizational and operational assessments, capacity-building initiatives, and governance and leadership support. This includes assessing internal systems, staffing structures, fundraising readiness, and decision-making processes, and developing practical roadmaps that strengthen leadership effectiveness and operational clarity. Through thoughtful change management, facilitation, and stakeholder engagement, we help organizations navigate complexity, build internal alignment, and position themselves for sustainable growth. Our approach ensures organizations are equipped not only to adapt to changing environments, but to strengthen impact, resilience, and long-term institutional effectiveness over time.

We provide comprehensive program and project management support to help organizations plan, launch, and implement initiatives efficiently and effectively. We work closely with clients to translate strategy into action—ensuring programs are well-designed, appropriately resourced, and positioned to achieve intended outcomes. Our services include the development of clear logic models, detailed work plans, timelines, and performance metrics, as well as evaluation and reporting frameworks that support accountability and continuous improvement. We help organizations establish clear roles, workflows, and decision points to keep projects on track, aligned with funder requirements, and responsive to emerging challenges. We also support initiatives involving multiple partners by facilitating coordination, strengthening communication, and clarifying governance and accountability structures. Through ongoing monitoring and adaptive management, we help organizations optimize implementation, strengthen collaboration, and demonstrate measurable impact as projects evolve.

Technical and proposal writing helps organizations secure funding while clearly communicating their mission, programs, and impact. Our expertise spans federal, state, and local grants; private foundation and corporate funding; contracts; and broader business development and partnership opportunities. We work closely with clients throughout the development process to ensure submissions are strategically aligned, fully compliant, and competitively positioned. This includes translating complex program models into clear, funder-responsive narratives; articulating measurable goals, outcomes, and evaluation plans; and ensuring budgets, attachments, and supporting materials are cohesive and accurate.

In addition to proposal development, we craft compelling case statements, concept papers, letters of inquiry, sponsorship packages, and supporting communications that strengthen an organization’s overall funding strategy. Our approach emphasizes clarity, precision, and persuasion—helping organizations present their work in ways that resonate with funders, reviewers, and key stakeholders while supporting long-term resource development goals.