Planning

Scenario and fundraising planning

Erratic changes in our socio-economic ecosystem can pose an imminent threat to the ongoing viability of an organization. Planning is needed to plot a course and navigate through these trying times. Our experts will partner with you to prepare strategies for probable scenarios, as well as planning for your fundraising.

New program and business development

The introduction of new programs and lines of business are often the way to enhance and diversify income streams. Delving into new ventures can be risky and pose a financial risk to the organization. The business acumen we bring to our clients enables us to analyze and evaluate an opportunity, limit the risk associated with a new undertaking, and maximize the benefits to you and the community. 

Internal fundraising and operating assessments

Development touches virtually every part of your organization. Our team can assess the capacity of your fundraising program and the areas that will help you realize full potential. As part of our planning process, we identify the strengths of the program and identity areas for improvement. 

External scans to assess pitfalls and evaluate options

We will work with you to recognize opportunities in the environment enabling you to plan and execute strategies that help create the social value needed to serve your constituents. Threats and pitfalls are identified to avoid external conditions that jeopardize the stability and viability of your organization. 

Collaborations and partnerships

Our familiarity with the non-profit landscape enables us to recognize and evaluate prospective partners that enhance your ability to respond to the needs of the community and reduces your need to expend resources on infrastructure and overhead. These relationships are viewed favorably by funders and place you in a better position to secure capital.

Financial analysis

The results of the financial analysis we provide enable clients to reach key business decisions. This analysis typically involves a review of both historical and projected margins, cash flows, and risk. Our analysis may result in recommendations to reallocate resources to or from a program or service to increase the capacity to achieve the mission of our clients.