All Strategic Planning
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/
Fundmetric
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Contact: Rachel Crosbie
Email: info@fundmetric.com
Website: https://www.fundmetric.com/
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.
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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
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
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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.
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Contact: Amy Espersen
Phone: 630-494-0208
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
Mirenda & Associates
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
Resolute Philanthropy
Service Area: National
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Fundraising coaching – for executive leaders, board members, or full-time fundraisers – can help an organization ensure their fundraising is effective, sustainable, and transformative. Get one-on-one support to address issues, challenge assumptions, and support your fundraising team as they build a community of supporters.
Coaching will be focused on fundraising strategies and operations and will provide an opportunity to brainstorm on current projects, increase professional skills, and create strategies to improve donor relations and retentions.
Coaching calls can be delivered via Zoom on a weekly basis – and can be supplemented by email or text communication. The coaching content will be staff-driven and designed to support departmental goals.
As interim Chief Development Officer, Resolute Philanthropy will provide fundraising planning, coaching, and leadership services to your organization. Services could include:
• Partner with the CEO to create fundraising strategy and direction for the organization
• Lead staff fundraising efforts
• Assist with the creation of board strategy, including expectation and evaluation documents, give/get policies, and succession planning
• Review current fundraising capacity, programs, and systems – and recommend strategic improvements or changes
• Create a fundraising plan and revised case for support
• Manage grant process / pipeline
• Review fundraising position description and goals
• Review / improve / create fundraising policies and structures (gift acceptance policy, stewardship plan, etc.)
Resolute Philanthropy can provide both strategic and fundraising planning support. Strategic plans can help connect staff goals with organizational goals, while emphasizing measurable goals and outcomes.
Fundraising plans are a a toolkit that contains foundational information (case for support), guidelines and action items based on the donor cycle (cultivation, solicitation, stewardship), and presents timeline information to guide specific actions. As with any fundraising / development plan, the ultimate outcome for this plan is to build meaningful and sustainable relationships with individuals and organizations to support your mission.
Resolute Philanthropy can provide training sessions for board members, staff, or volunteers, focusing on key elements of fundraising such as cultivation, stewardship, corporate giving, annual giving, fundraising strategy, fundraising leadership, fundraising attitude. Training can be provided in-person or virtually, tailored to meet your organizational needs.
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Contact: Chris Baiocchi
Phone: 7148158201
LinkedIn: https://www.linkedin.com/in/baiocchi/
Shaff Fundraising Group
Service Area: United States
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Contact: Emily Edens