All Strategic Planning
Alford Group

Alford Group offers holistic consultancy services to strengthen a nonprofit’s ability to thrive in an ever-changing world. Our team of consultants has advanced the mission and impact of over 3,000 clients across the country with custom, agile solutions and a curated team. We are Black-owned, female-led and committed to equity in every aspect of our business. Alford Group offers six flagship services: strategic & organizational planning, fundraising, DEI services, governance & leadership development, interim staffing, and data management & analytics. Read more…
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.
Contact Information (click to view)
Contact: LuCinda Vacura
Email: lvacura@alford.com
Website: https://www.alford.com/
100 N LaSalle Street
Suite 910
Chicago
Illinois
60602
United States
Suite 910
Chicago
Illinois
60602
United States
Benefactor Group

Benefactor Group is a consulting firm for nonprofit organizations that fuels your cause with powerful fundraising, people, and systems. Whether it’s planning your next campaign, finding your new executive leader, or building your nonprofit’s capacity, Benefactor Group’s team of experts will help you achieve your goals with actionable, manageable processes. Read more…
Service Area: National
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Benefactor Group has spent decades studying the qualities of effective
campaigns. Successful campaigns are built on a foundation of these essential elements: a highly regarded organization, a compelling case for support, committed volunteer leaders, generous leadership gifts, and strong infrastructure. Learn more about our proven process at www.benefactorgroup.com/services/campaigns/.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
What drives major, transformational philanthropy? Above all, big ideas. Donors are inspired by organizations with a powerful case. Organizations that can clearly answer: What is your vision for a better future? How are you poised to make that future possible? Why now? And what will my gift accomplish? Our team will work with you wherever you are in your communications journey: defining your vision, telling your story in a compelling way, or creating sophisticated materials and proposals that inspire your closest supporters. Learn more about our communications offerings at www.benefactorgroup.com/communications/.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
What drives major, transformational philanthropy? Above all, big ideas. Donors are inspired by organizations with a powerful case. Organizations that can clearly answer: What is your vision for a better future? How are you poised to make that future possible? Why now? And what will my gift accomplish? Our team will work with you wherever you are in your communications journey: defining your vision, telling your story in a compelling way, or creating sophisticated materials and proposals that inspire your closest supporters. Learn more about our communications offerings at www.benefactorgroup.com/communications/.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
Leadership transitions are moments of great opportunity—opportunity for an organization’s leaders to assess strategic priorities, and to ensure they are serving their missions most effectively. Transitions are also moments of uncertainty. Whether an organization is experiencing a planned transition or a more sudden one, they can all benefit from an executive search that aligns stakeholders around a shared vision. Benefactor Group’s Executive Search and Talent team can help your organization not only survive—but thrive—during your next leadership transition. Learn more at www.benefactorgroup.com/services/executive-search/.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
We built a firm to help your nonprofit wherever it is in its lifecycle. Benefactor Group helps our clients build capacity. We position you to achieve ambitious goals and advance your cause. Our staff includes national thought leaders, award winners, authors, fundraisers, strategists, and technologists. We support our clients with a deep understanding of philanthropy and an appreciative perspective. To learn more, visit www.benefactorgroup.com.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
Benefactor Group’s Founder & Principal Laura J. MacDonald, CFRE is an expert in Planned Giving, having written the acclaimed academic text, “The Endowment Handbook: The Complete Guide to Building a Resilient Cause.” (Learn more at https://www.endowmenthandbook.com/.) Due to Benefactor Group’s concentrated size, all members of our dynamic team of experts—including our founder—touch each project. Planned Giving projects are especially positioned to benefit immensely from this collaborative infrastructure.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
Benefactor Group’s approach to strategic planning is born from decades of experience working with all aspects of nonprofit organizations. Because nonprofits have different needs, we tailor the most valuable aspects of a variety of strategic planning methodologies into a unique approach for our clients.
Benefactor Group’s consulting services are highly personalized to our clients. Due to our mix of utilizing our proven processes and providing individualized care, our pricing is determined on a case-by-case basis. For more information, please contact us at www.benefactorgroup.com/contact/.
Contact Information (click to view)
Contact: Jessi Wright
Email: jessi@benefactorgroup.com
Phone: 6143573000
Website: https://benefactorgroup.com/
450 South Front St
Columbus
Ohio
43215
United States
Columbus
Ohio
43215
United States
BWF

Nonprofits exist to change the world, and BWF exists to help them make it happen. At BWF, we empower nonprofits to deliver on their promises by enabling them to transform the organization, drive philanthropic revenue, and realize their impact. In fact, we understand that the nonprofit space is constantly evolving, and in turn, organizations must also evolve to achieve their goals. We are committed to helping these organizations excel through change and fulfill their mission by providing a comprehensive, data-driven approach that ensures nonprofits achieve their goals on time and on budget. BWF’s core capabilities, which include campaigns and fundraising strategies, operations and technology solutions, engagement and donor experience services, as well as enterprise solutions, all draw upon our Innovation Hub’s knowledge and resources, with the goal of furthering our clients’ outcomes while also shaping positive change in the industry. Plus, our collaborative team leverages a robust knowledge base, proven methodology, and decades of industry learnings to deliver exceptional results and the highest caliber client experience. No matter the nonprofit’s goals or needs, BWF is committed to helping these exceptional organizations deliver on their promises and fulfill their missions. For nearly 40 years, nonprofits throughout the United States and across the globe have turned to BWF to empower philanthropy for their organizations. We’re ready to do the same for you. Read more…
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Contact: Megan DePaul
Email: mdepaul@bwf.com
Website: https://www.bwf.com/
Xerxes Avenue South, Bryn Mawr, Bde Maka Ska – Isles
Suite 980
Minneapolis
Minnesota
55405
United States
Suite 980
Minneapolis
Minnesota
55405
United States
C.I. Partners Direct, Inc.

C.I. Partners Direct, Inc., is a national fundraising and consulting firm headquartered in Southern California. We specialize in the strategic planning and implementation of multi-channel direct response programs for nonprofit organizations in the healthcare, higher education, academic medicine, social service, and cultural markets. We partner with our clients to provide customized programs tailored to achieve their fundraising goals. Read more…
Service Area: National
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While technology continues to grow and evolve, some may say that printed mailers are a thing of the past. We say, “au contraire!” In fact, as more companies turn exclusively to digital marketing and online billing, your constituents’ mailboxes are becoming uncluttered vessels with a captured audience.
We believe the best fundraising approach is an integrated one. That means developing a comprehensive plan that includes multi-channel integration, supplementing your direct mail campaigns with digital marketing solutions that reach your audience where they are and with multiple touch points.
Once your donor fundraising program goals are clearly defined, our team of expert consultants and project managers work with you to develop a strategic plan that checks all the boxes.
Contact Information (click to view)
Contact: Shawnda Lembke
Email: shawnda@cipdirect.com
Phone: 805-407-1753
Website: http://www.wedevelopdonors.com
1601 Eastman Ave
Suite 202
San Buenaventura (Ventura)
California
93003
United States
Suite 202
San Buenaventura (Ventura)
California
93003
United States
Fundmetric

Fundmetric has provided AI, software, and modern data infrastructure solutions for advancement organizations since 2013. We work across your organization, enabling teams to leverage data and predict opportunities. Our AI is based on our in-house peer-reviewed and published research by Dr. Gregory Lee. He leads our data science team and holds a PhD in computer science (machine learning), with his field of study exclusively in not-for-profit fundraising. By providing a strategic approach to AI, we set organizations up for success by collecting and connecting data from multiple systems, a critical step for higher education as we look toward the future. We take a custom approach to meet the needs of each organization, streamline operational workflows with intelligent automation, personalize the constituent experience, and inform better data-driven decision-making. Read more…
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Contact: Rachel Crosbie
Email: info@fundmetric.com
Website: https://www.fundmetric.com/
Private Address
Glick Davis & Associates (GDA)

Nonprofit and healthcare strategy and transitions for impact. At GDA, our mission is to propel public and nonprofit sector organizations to achieve strategic results that create their desired impact. At every stage of engagement, we focus on outcomes, not just process. Our clients report better internal alignment, strengthened and sustained service delivery, leveraging new opportunities, increased effectiveness, and magnifying their reach and impact. We come alongside our clients to drive transformative change assisting with: (1) Strategic & Business Planning; (2) Performance Improvements & Turnarounds; (3) Strategic Partnerships & Mergers; (4) Executive Search. With more than 25 years supporting non-profits, our team of experts bring years of Executive experience, having served in C-Suite or Executive Directors in this space. While we have a national presence, we have a small boutique feel offering high-touch experiences for our clients. We would love to support your organization through it’s next big move! Read more…
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
Private Address
Idea Hall

Idea Hall is a creative integrated communications agency focused on using talent and technology to be Champions of All Things Good. We take a positive and entrepreneurial approach to our communications, specializing in the strategic development and implementation of 360-degree integrated marketing programs across all traditional and digital media touch points. Building around an idea-first approach, we work as an integrated PR, advertising, creative & marketing agency to help our clients find the right solutions for achieving their objectives. Read more…
Service Area: While our headquarters are rooted in Orange County, our team operates nationally with team members based in Southern California, New York, Houston and Nashville.
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Data is everything! With access to your platforms, our team can integrate all your marketing, advertising and PR reporting to create a one-stop, fully integrated dashboard. We can provide custom performance data on:
• Site traffic, conversions and other website KPIs
• Social media impressions, followers and engagement
• Media coverage
• Email campaign performance
• Advertising campaigns
• And more.
Idea Hall offers comprehensive services designed to streamline and enhance marketing efforts across various channels. Our team excels in strategic planning, creative development, and data-driven execution of campaigns to achieve targeted business objectives. Our proven phased approach includes market research, audience analysis, and multi-channel outreach, ensuring cohesive and impactful messaging. Additionally, being data-driven, we provide detailed analytics and performance tracking, allowing for real-time adjustments and optimization. With expertise in digital marketing, public relations, and traditional advertising, we act as a pivotal partner in driving brand awareness, engagement, and conversion rates.
Idea Hall is a powerful fusion of branding, PR, marketing and integrated communications. We believe in the power of ideas to transform business and change lives. With experts across branding, public relations, social media, advertising, digital and content creation, we create programs that help our clients find the right solutions for achieving their objectives. As an insight-driven integrated marketing communications agency, we are innovative and transformational with how we approach all work and client.
Data is everything! With access to your platforms, our team can integrate all your marketing, advertising and PR reporting to create a one-stop, fully integrated dashboard. We can provide custom performance data on:
• Site traffic, conversions and other website KPIs
• Social media impressions, followers and engagement
• Media coverage
• Email campaign performance
• Advertising campaigns
• And more.
From crafting creative concepts to designing campaign assets, infographics, data visualizations, publications, social post templates, newsletters, magazine ads, and more, Idea Hall’s creative team excels in innovative explorations to make your brand shine. We specialize in transforming complex data into visually compelling and easily understandable formats. By leveraging advanced design techniques, creative thinking, and a deep understanding of information hierarchy, we ensure that information is not only aesthetically pleasing but also effectively communicates key messages. This enhances the accessibility and engagement of the content, making it easier for audiences to digest and act upon the information presented.
Branding is also one of Idea Hall’s fortes. With decades of experience in creating and managing brands of all sizes, our team is ready to dive in and bring your brand to life. Our comprehensive branding development services includes:
• Brand Strategy
• Archetype development
• What, Why, Way or Vision, Mission, Values development
• Brand white space analysis and unique positioning
• Brand hierarchy
• Naming
• Corporate/Product Identity (logo)
• Property/Destination Identity (logo)
• Look & feel design
• Photographic style design
• Voice and tone development
• Audio brand, audio monikers, jingles
• Brand style guide
• Brand management and consulting
• Collateral Materials
Idea Hall develops and manages online fundraising initiatives to creatively and effectively maximize donor engagement and contributions. Our services include creating compelling digital content, designing user-friendly donation platforms, and implementing targeted email and social media campaigns. By leveraging advanced analytics and donor segmentation, our team strives to optimize campaign strategies to reach and resonate with specific donor groups. We also provide detailed performance tracking and reporting, allowing for real-time adjustments and enhanced campaign effectiveness.
Idea Hall orchestrates seamless and memorable events tailored to meet specific client objectives. Whether it’s a public or private event, a launch, a conference, a celebration, a seminar, or a webinar, our services include comprehensive event design, logistical coordination, vendor management, and on-site execution. Additionally, we excel in media relations, ensuring your event garners the right publicity by reaching out to relevant media outlets and influencers. By leveraging our expertise in project management, public relations, creative design, and industry relationships, our team ensures every detail is meticulously planned and flawlessly executed. With a focus on delivering exceptional experiences, Idea Hall transforms visions into reality, leaving a lasting impression on attendees.
With a strong background in communications-based programs, Idea Hall understands how important a public relations program is for any organization. Our team looks at public relations programs holistically and strategically to ensure that all tactics align to meet any strategic communications goals. Our PR services include:
• Media Relations
• Community Engagement
• Social Media
• Events
• Influencer Relations
• Stakeholder Relations
• Public Information
• Public Outreach
• Crisis / Issues Communication
• Thought Leadership
• Internal Communications
• Diversity, Equity & Inclusion (DEI) strategy and communications
Idea Hall specializes in crafting and executing dynamic social media strategies to enhance brand presence and engagement across platforms. We develop tailored social media playbooks to guide your marketing team, ensuring a consistent approach to presenting the brand and interacting with audiences on each platform. Idea Hall also supports the creation of customized content, management of social media accounts, execution of targeted ad campaigns, and leveraging of analytics to optimize performance. Our comprehensive reporting and insights enable continuous improvement and maximum return on investment. By staying ahead of social media trends, Idea Hall helps drive brand awareness, engagement, and loyalty.
Simply put, strategy is the “HOW” we will position the organization, services or product to appeal to its audiences. Idea Hall is often called on for its strategic counsel including:
• Research and data analysis
• Strategic planning / integrated marketing plan development
• Brand strategy
• PR Strategy
• Content strategy
• Lead generation strategy
• Fractional CMO consulting
• Diversity, Equity & Inclusion (DEI) strategy and consulting
• Working Genius® assessments and consulting
• Community outreach strategy
• Data Dashboard set up and analysis
The work product is confidential, but our client roster includes:
• Martin Luther King, Jr. Center’s “Non-Violence 360” product launch
• Sandra Day O’Connor Institute’s “Civics for Life” initiative
• Ignite Capital
• Goodwill Industries of Orange County
• University of California, Irvine “brand experience”
Idea Hall creates high-quality video content that effectively communicates your brand’s message and captivates your audience. Our services include concept development, scriptwriting, filming, editing, motion graphics, and post-production. By leveraging state-of-the-art equipment and industry-leading techniques, our team produces engaging videos for various platforms, including social media, websites, commercials, and corporate presentations. Additionally, we offer strategic guidance on video marketing to maximize reach and impact, ensuring your videos achieve the desired results.
Idea Hall specializes in creating innovative and user-centric websites that enhance brand identity and improve user experience. Our comprehensive website design and development services include responsive design, custom development, and search engine optimization (SEO). Building on brand development and utilizing cutting-edge technologies and best practices, we ensure that every website brings the brand to life, is visually appealing, functional, and optimized for performance across all devices. Our team also provides hosting, ongoing support, and maintenance to keep your site updated and secure. With a focus on delivering tailored solutions, Idea Hall helps businesses establish a strong online presence and achieve their digital goals.
Contact Information (click to view)
Contact: Rebecca Hall
Email: info@ideahall.com
Phone: 714.436.0855
Website: https://ideahall.com/
611 Anton Boulevard
#140
Costa Mesa
California
92626
United States
#140
Costa Mesa
California
92626
United States
Kintsugi Consulting Group LLC

Kintsugi Consulting Group, LLC is an Asian-owned, female-owned business. We operate with cultural humility and respect for all. We consult on strategic planning, policy development, organization structuring, program development, training/coaching consultation, and staff communication. We’re here to help organizations develop and execute a vision for tomorrow. With trauma-informed practices at the heart of what we do, we’re with you each step of the way. Our staff have worked in a variety of areas, including health equity, human rights, maternal-child health, behavioral health, education, community-based organizations, and healthcare technology. Read more…
Service Area: Chicago area
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Kintsugi Consulting Group, LLC is an Asian-owned, female-owned business. We operate with cultural humility and respect for all. We consult on strategic planning, policy development, organization structuring, program development, training/coaching consultation, and staff communication. We’re here to help organizations develop and execute a vision for tomorrow. With trauma-informed practices at the heart of what we do, we’re with you each step of the way. Our staff have worked in a variety of areas, including health equity, human rights, maternal-child health, behavioral health, education, community-based organizations, and healthcare technology.
Kintsugi Consulting Group, LLC is an Asian-owned, female-owned business. We operate with cultural humility and respect for all. We consult on strategic planning, policy development, organization structuring, program development, training/coaching consultation, and staff communication. We’re here to help organizations develop and execute a vision for tomorrow. With trauma-informed practices at the heart of what we do, we’re with you each step of the way. Our staff have worked in a variety of areas, including health equity, human rights, maternal-child health, behavioral health, education, community-based organizations, and healthcare technology.
Contact Information (click to view)
Contact: Amy Espersen
Phone: 630-494-0208
Private Address
Lindsay Simonds Consulting – San Francisco, CA

Lindsay Simonds Consulting (LSC) is a management consulting firm that partners with nonprofit organizations for transformational change through fundraising. Organizations call us when there is a tremendous opportunity for impact, and they need seasoned (and enjoyable) counsel to offer guidance, strategy, resources, and management. Our firm has over 50 years of cumulative experience in the field, managing hundreds of staff and volunteers, and directing fundraising initiatives to raise over $3.5 billion. Read more…
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!).
Contact Information (click to view)
Contact: Lindsay Simonds
1745 S Pearl Street
Denver
Colorado
80210
United States
Denver
Colorado
80210
United States
Mirenda & Associates

EMPOWERING THE PHILANTHROPIC SPIRIT! Drawing on over 100 years of comprehensive experience guiding hundreds of nonprofits to fundraising excellence, Mirenda & Associates is dedicated to helping our clients create permanent, successful programs that foster long-lasting partnerships with donors and contribute to long-term financial security. Read more…
Service Area: We typically serve the Pacific and Rocky Mountain regions, but can work with clients in the Midwest as well
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Our campaign management engagements are structured to provide the most efficient and effective counsel needed by the client, depending upon the results of the philanthropic market study, particularly the internal assessment portion.
Key elements of our campaign management are:
1. Oversee and Facilitate the Enlistment of a Cadre of Campaign Leadership
Volunteers
2. Create a Comprehensive Campaign Plan and Timetable
3. Oversee and Facilitate all Major Gift Solicitations.
4. Oversee the Creation and Production of all Campaign Collateral Materials.
5. Oversee all Campaign Support Functions
While there is no standard formula for every client, our comprehensive approach helps your organization focus on solutions that strengthen your long-term financial viability.
Program Development
The foundation of a successful fund-raising program lies in the investment you make in its continuing development.
Have you established sound, effective and ethical development office policies and procedures? Are you recruiting solid development staff and implementing the right mix of solicitation methods for your organization?
Development Program Assessments
Let Mirenda & Associates help identity opportunities for improvement that will put you on a path for increased success. We will conduct a comprehensive assessment of your development office programs and activities in relation to your goals. We will evaluate your annual giving program, including your direct mail, major gifts, volunteer-led programs, web-based fundraising and other sources of revenue and recommend effective ways to expand and diversify current revenue streams.
Strategic Planning
The most successful and far-reaching institutional advancement programs are guided by carefully developed strategic plans, ensuring that each facet of the program supports overarching goals. Guided by a clear plan, every board and staff member better understands the importance of his or her role and actions in implementing the key elements of the plan.
A far-reaching project like this should be board led. It is their responsibility, working with staff leadership, to recognize when a new, refreshing look at the organization’s future is necessary, and to take the appropriate steps to ensure it is carried out. It is one of the most important of the Ten Basic Responsibilities of a Nonprofit Board.
Drawing on almost 100 years of collective fundraising and institutional advancement experience, Mirenda & Associates uses the Board Self-Assessment results to assist board leadership in recognizing when a strategic planning initiative should be carried out and guides them through the comprehensive process. Then, we work closely with board and staff leadership to develop a carefully researched and executed strategic plan that serves as the road map for all capital, annual and planned fundraising and other efforts to enhance the organization’s public standing.
Our strategic planning studies have the following objectives:
• To assess thoroughly the comprehensive development and public awareness programs and create detailed recommendations to maximize their effectiveness;
• To strengthen and develop board fundraising awareness and effectiveness;
• To enhance the impact of fundraising communication and advancement materials and plans.
Typically requiring 2-3 months to complete, a Mirenda & Associates strategic planning study evaluates the relationships an organization has with community leaders and prospective major donors. By outlining how valuable partnerships with key individuals can be maintained and improved, we are able to provide your board, administrative leaders and development staff with the facts they need to improve the scope, structure and effectiveness of your fundraising program.
Recruiting and educating the right mix of people for your board is essential to achieving goals, expanding vision and sustaining organizational success. Mirenda & Associates provides a solid foundation through the following services:
Comprehensive Board Self Evaluation
Working in conjunction with Board Source, the Washington, DC, organization that is the recognized leader in nonprofit board leadership that supports, trains, and educates nonprofit leaders from across the country and throughout the world, Mirenda & Associates can conduct a Board Self-Assessment (BSA). The BSA builds the foundation for establishing board development priorities and motivating board members, individually and collectively, to strengthen the full board’s governance performance and practices. Let us assist you in charting the future of your organization.
Recruitment
With a proven track record of developing national boards and chapter networks, we provide sound strategies to attract, recruit and effectively involve volunteers at the board level.
Enrichment
The current environment requires that board members are more knowledgeable than ever yet remain objective in their analysis of the organization. Increasingly, board members must take charge of their own development and training. Once the right board is in place, it is then critical that all members are equipped to carry out their governance, fiduciary and fundraising responsibilities.
Using the results of the Board Self-Assessment, Mirenda & Associates works directly with key individuals to empower them to best represent the interests of the organization, its clients and its donors. Further, we can help each member understand the right questions to ask, the most important indicators to monitor and when to advocate for constructive change.
Wealth Screening and Prospect Research
We work with the most effective electronic screening services to find the very best prospects for you, thereby eliminating hundreds of hours of staff time. We know that obtaining a major gift is 90% preparation and 10% execution, and nothing is more important than knowing as much as possible about your prospects. Our experienced prospect research specialist has access to the critical databases that contain relevant data about your potential and will work to isolate the unique information that is key to a successful solicitation. All data is then assembled into concise, detailed reports, providing you with a complete financial and personal profile.
Contact Information (click to view)
Contact: Ronald F. Mirenda
Email: ron@mirendaassoc.com
Phone: 303-601-5464
Website: https://www.mirendaassociates.com
LinkedIn: Mirenda & Associates
1180 Via Santa Paulo
Vista
California
92081
United States
Vista
California
92081
United States