All Feasibility and Planning Studies in United States
Alford Group
Service Area: National
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We approach assessments as an opportunity to move your organization forward. Our assessments result in actionable recommendations to enhance your business practices, raise more funds, inform your funding strategy, or start a new program. We offer many types of assessment and analytics on fundraising operations, organization, development, philanthropic market, impact, governance and constituent perception.
Our campaign counsel services are tailored to your organization’s specific circumstances and based on campaign best practices, four decades of campaign expertise and the creativity to bring new approaches and cutting-edge thinking to our work together.
Through our executive coaching programs, we support directors and other high-level staff in navigating the pressure and challenges they face as a nonprofit leader who often wears many hats.
Our development assessment and planning services will provide you with an objective and thorough analysis of your current resource development operations and future fundraising potential. As a result, you’ll position your organization for long-term success with clear recommendations — based on evidence and analysis — designed to increase your philanthropic capacity, efficiency and results.
Our thorough analysis of key campaign success factors — gift potential, leadership, strength of the case, organizational image, internal readiness, and climate and timing — combined with Alford Analytics, stakeholder interviews and other data gathered will provide your organization with action-oriented recommendations tailored to your specific circumstances.
Alford Group offers qualified interim staff who step into leadership roles, guiding your team with expertise and insight. This strategic leadership ensures continuity and progress during periods of transition.
We offer a comprehensive approach to strategic and organizational planning. Our team collaborates with yours to articulate a compelling vision and mission, identify growth opportunities, and outline strategies and action steps for future success. Every solution is tailored to your unique needs and aspirations.
Our teams create custom training for nonprofit board and staff in any area related to philanthropy, governance, assessment or planning. We offer board and staff retreats in addition to on-site training sessions.
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Contact: LuCinda Vacura
Email: lvacura@alford.com
Website: https://www.alford.com/
BWF
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Contact: Megan DePaul
Email: mdepaul@bwf.com
Website: https://www.bwf.com/
Capital Campaign Pro
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Contact: Amy Eisenstein, ACFRE
Email: amy@capitalcampaignpro.com
Website: https://capitalcampaignpro.com/
Covenant Philanthropic Solutions
Service Area: Primarily Southern California, but experience with and ability to serve clients in many US regions.
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Campaign Management – The Covenant team is prepared to help you and your team start your campaign strong and finish well, running alongside you to the finish line. Our campaign management services, which deploy expert campaign managers from our staff to support your campaign, are scalable and flexible and are designed to deliver the experience and expertise required to succeed with your extraordinary campaign initiative.
Campaign Counsel – Our experienced and expert campaign consultants are capable of coming alongside your organizational and campaign leadership to provide the high-level guidance, advice, training, and support your campaign requires. We provide this service in a high-touch, personal, and tailored manner.
If you need high-level, expert guidance and advice on philanthropic matters, Covenant’s team of experts can be available on retainer or for specific projects as they arise. When those big questions arise, Covenant is the firm to call.
Development Audits and Assessments – Striving to reach the full philanthropic potential of an organization is a never-ending endeavor. That being said, organizations can make significant strides in the advancement of their fundraising enterprise through development audits and assessments. Whether your organization needs to build its first-ever multi-year development plan or fine-tune some specific aspect of your fundraising (i.e. – data, board engagement, staffing, major gifts, planned giving, etc.), Covenant can partner with you to elevate philanthropy.
Pre-Campaign Planning – Successful campaigns are built on proper planning and preparation. Whether your organization has conducted many campaigns or this is your organization’s first campaign effort, pre-campaign planning and preparation are vital. Covenant’s support, whether through a comprehensive feasibility and planning study or advisory guidance, can help assure your success.
Interim Development Staffing Solutions – When key members depart from your development team, there is often a need to fill that vacancy immediately so the fundraising enterprise continues to perform at a high level. When this occurs, Covenant has the capacity, expertise, and experience to deploy a member of our professional staff to fulfill key roles until you’ve hired a permanent replacement. Covenant can provide these interim development staffing solutions on a full-time equivalent or at some level less than full-time if appropriate.
Board, Volunteer, and Staff Training – Covenant’s team of experts prepares and delivers effective customized training sessions for your staff, volunteers, or board members. Whether it’s training on ethics, fundraising, collaboration, nonprofit management, capital campaigns, donor engagement, storytelling, or any number of other areas in fundraising, we’ll equip those working hardest for your mission to succeed.
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Contact: Kyle Houlton
Email: kyle@covenantfirm.com
Phone: 657-235-5005
Website: https://www.covenantfirm.com
Glick Davis & Associates (GDA)
Service Area: Los Angeles, Orange & San Diego Counties
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GDA takes pride in being a trusted partner to not only help you find a new leader that fits and sticks, but we offer executive coaching post placement to support a smooth transition. Whether your CEO or Executive Director is new to this position or just to your organization, our team brings tailored executive coaching to foster professional development and board collaboration and development aimed at strengthening your organization’s leadership and strategic acumen.
We get it! Our team brings a breadth of expertise collectively with over 8 decades serving in CEO/ED or C-Suite roles in the non-profit and healthcare space. We know the challenges our clients face sharing our collective executive knowledge and business acumen, change management methodologies and strategic expertise to coach, support your leader through pivotal challenges and transitions.
Partnerships & Mergers
Expert Merger Consultants for Nonprofit & Healthcare Partnerships
Seeking a good strategic fit to strengthen your mission and financial performance? Our team has deep experience in nonprofit partnership development and full scale mergers. We have facilitated 32 structured partnerships, joint ventures and mergers, involving 77 discrete nonprofits, different legal and organizational structures, from all-volunteer organizations up to $100M+ agencies, and several within a regulated environment.
At Glick Davis & Associates, our executive search services are built on a foundation of firsthand leadership experience and a deep understanding of the nonprofit landscape. With over 25 years of executive search and recruitment for Healthcare and Non-profit CEOs, we bring unparalleled insight into identifying, evaluating, and placing transformative leaders. Our team members have themselves served as CEOs and Executive Directors, giving us a unique perspective on what makes a successful nonprofit leader. This lived experience allows us to design and execute a recruitment process that goes far beyond resumes and references—one that truly understands the demands of nonprofit leadership.
25+ years of nonprofit CEO and Executive Director search experience.
Former nonprofit CEOs and EDs on our team lead a more thoughtful, informed recruitment process.
Performance Improvement for nonprofits and healthcare organizations
As trusted turnaround consultants, we literally wrote the book on nonprofit turnarounds because so many mission-driven organizations struggle to find a clear path forward during periods of instability or underperformance. At Glick Davis & Associates, we apply proven performance improvement methodologies—many of which are detailed in our book—to help organizations assess their current state with honesty and precision.
Through structured diagnostics and stakeholder engagement, we guide leadership teams in creating practical, sequenced response plans that address both operational challenges and cultural dynamics. Our approach empowers nonprofits and healthcare organizations to move from confusion to clarity—and from stagnation to measurable success.
Practical planning and consulting for nonprofit and healthcare organizations
Strategic business planning and consulting is essential for nonprofits aiming to refine their mission, strengthen sustainability, and drive meaningful growth. At Glick Davis & Associates, we provide strategic planning and business planning services designed to clarify your organization’s direction and leverage new opportunities for long-term impact.
Our team of experienced business planning consultants has successfully facilitated and written more than 50 strategic plans. With deep executive leadership experience, we bring an implementation-focused approach to every engagement, helping you move from insight to action with confidence.
The best place to start is at the start. That is why our clients come to us for support when they are looking for system analysis, performance improvement opportunities or traversing uncertainty. We bring decades of expertise in leading comprehensive organizational assets to get at the heart of pinch points that are impacting performance. By taking an analytical approach our team is able to quickly identify key drivers impeding outcomes, provide systems improvement recommendations and support through implementation. Working across functional departments and teams, our capabilities span finance, human resources/people & culture, fund development, business development, programs and communications.
Contact Information (click to view)
Contact: Adrienne Kessler
Email: adrienne@glickdavis.com
Phone: (949) 939-2343
Website: http://www.glickdavis.com
LinkedIn: linkedin.com/glick-davis-associates
Lindsay Simonds Consulting – San Francisco, CA
Service Area: National and International
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The capital campaigns we direct increase cashflow 2-10x what the organizations are raising annually. (We never rob Peter to pay Paul. Even during intense capital campaigns, operational funds rise under our management in tandem.)
We are relationship-minded at the center of our work. We emphasize tools like High-Value Questions to tune into donor motivations which leads to improved donor experiences, increased giving, and strong pledge fulfillment rates.
The feasibility studies we conduct reach a wider audience and produce more sophisticated results than other firms on the market. We use AI to ensure we navigate bold endeavors with qualitative and quantitative resources.
When we are tasked with serving as interim leadership, we bring new levels of rigor and cadence to development shops across the country.
The consultants at LSC play an integral role in evaluating development offices, designing strategic growth plans, and managing extraordinary fundraising endeavors. We work with the new hires and the old guard, alike.
Our board training “brings life and ease to the volunteer responsibilities” with nuances and subtle adjustments in the approach (so we’ve been told!).
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Contact: Lindsay Simonds
Shaff Fundraising Group
Service Area: United States
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Contact: Emily Edens