All Strategic Planning
Alford Group
Service Area: National
Category Details (click to view)
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/
Benefactor Group
Service Area: National
Category Details (click to view)
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/
BWF
Category Details (click to view)
Contact Information (click to view)
Contact: Megan DePaul
Email: mdepaul@bwf.com
Website: https://www.bwf.com/
C.I. Partners Direct, Inc.
Service Area: National
Category Details (click to view)
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
Elevating Everyone
Service Area: National
Category Details (click to view)
Elevating Everyone provides practical coaching and mentoring support for leaders, managers, and team members. Our coaching helps individuals strengthen communication, build trust, improve self-awareness, and lead with greater clarity.
We focus on real workplace situations, not generic theory. Coaching may include leadership habits, feedback, conflict navigation, team communication, employee engagement, and personal effectiveness. The goal is to help people better understand themselves, improve how they work with others, and take clear action.
Elevating Everyone supports HR leaders and organizations working to improve employee engagement, workplace culture, leadership effectiveness, and team communication.
Our work helps HR teams identify the people-related issues that often sit beneath performance concerns. These may include unclear expectations, weak feedback loops, communication gaps, low trust, or inconsistent leadership habits. We provide workshops, assessments, facilitation, and consulting support to help organizations create healthier and more effective workplaces.
Elevating Everyone helps organizations connect strategy to people, communication, and execution. We support leaders as they clarify priorities, align teams, and identify the workplace habits needed to move plans forward.
Our strategic planning support often includes facilitated discussion, team alignment, leadership communication, change readiness, and practical next steps. We help organizations move beyond written plans and focus on the behaviors, expectations, and communication needed for successful execution.
Elevating Everyone provides practical training for staff, leaders, boards, and volunteer teams. Sessions are designed to improve communication, leadership, trust, collaboration, and workplace culture.
Training topics may include team communication, leadership effectiveness, communication through change, employee engagement, customer experience, and working better across different styles. Sessions are interactive, practical, and built around real workplace challenges. The goal is to help participants leave with useful tools they can apply immediately.
Contact Information (click to view)
Contact: Doug Ward
Phone: 8432592055
Website: https://elevatingeveryone.com
LinkedIn: https://www.linkedin.com/in/ward-doug/
Fundmetric
Category Details (click to view)
Contact Information (click to view)
Contact: Rachel Crosbie
Email: info@fundmetric.com
Website: https://www.fundmetric.com/
Glick Davis & Associates (GDA)
Service Area: Los Angeles, Orange & San Diego Counties
Category Details (click to view)
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
Idea Hall
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.
Category Details (click to view)
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
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/
Kintsugi Consulting Group LLC
Service Area: Chicago area
Category Details (click to view)
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
Lindsay Simonds Consulting – San Francisco, CA
Service Area: National and International
Category Details (click to view)
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