For Nonprofits

Consulting (Assessment & Strategy)

Project-based or short-term engagements focused on clarity, direction, and design.

    • Assess existing corporate partnership and sponsorship models to identify strengths and gaps

    • Design new partnership concepts, sponsorship tiers, and engagement offerings

    • Conduct corporate prospect research and build a targeted partnership pipeline

    • Develop outreach and stewardship strategies that support long-term, values-aligned relationships

    • Review existing grant calendars and foundation portfolios

    • Design a focused funding pipeline aligned with organizational goals and capacity

    • Conduct foundation prospect research aligned with programmatic priorities

    • Recommend grant cadence and workflows that optimize team capacity and sustainability

    • Serve as a thought partner to Executive Directors during periods of growth or transition

    • Advise on new program development, impact measurement, and funder alignment

    • Provide an external strategic perspective on leadership planning and decision-making

    • Support leadership through development staff transitions, including documenting systems, clarifying scope, and shaping future roles

Fractional Support (Ongoing Retainers)

Embedded senior leadership designed to build durable systems and institutional knowledge that can be sustained by future staff.

    • Build, manage, and advance a corporate partnership pipeline

    • Prospect, outreach to, cultivate, and steward new and existing corporate partners

    • Develop partnership proposals, sponsorship materials, and engagement opportunities

    • Lead ongoing relationship management and renewals to support sustainable partnerships

    • Identify pathways from corporate partners to individual donors or board prospects

    • Manage a focused portfolio of up to 10 mid- to major-level donors

    • Lead end-to-end stewardship, including program updates, impact reporting, and engagement opportunities

    • Develop cultivation plans and donor communications

    • Document donor relationships to ensure continuity and smooth handoff to future staff

    • Guide board members in donor and corporate partner cultivation

    • Identify and manage board-led engagement opportunities

    • Support the development and activation of associate, advisory, or honorary boards

    • Advise leadership on board dynamics, engagement, and pipeline development

    • Serve as an ongoing thought partner to Executive Directors and leadership teams navigating growth or transition

    • Provide strategic support on program development, impact measurement, and funder alignment

    • Participate in leadership meetings as an external strategic partner, offering perspective beyond day-to-day operations

    • Support organizational restructuring and guide the hiring, onboarding, and transition of development staff

For Individuals

Philanthropic Advisory (Project-based or Ongoing)

Strategic and hands-on support for individuals seeking to structure their philanthropic giving and thoughtfully expand their charitable engagement.

    • Clarify philanthropic goals, values, and focus areas

    • Research and vet nonprofit organizations aligned with giving priorities

    • Develop a values-aligned giving strategy and grantmaking approach

    • Advise on engagement pathways beyond financial contributions, when appropriate

    • Provide guidance on the establishment and use of donor-advised funds (DAFs) or private foundations

    • Oversee grantmaking logistics, documentation, and compliance requirements

    • Coordinate ongoing communication with nonprofit partners

    • Track grants, disbursements, and nonprofit relationships to support clarity and continuity