All Listings
Cascade CPA
Service Area: National
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As a non-profit leader, your mission comes first. Bookkeeping shouldn’t hold you back. At Cascade CPA, we provide accurate and audit-ready bookkeeping services that give you the transparency you need to manage your organization with confidence. Focus on your mission, we’ll handle the books.
From 990s to strategic tax planning, Cascade CPA offers a holistic approach to non-profit tax and accounting. Our expert team handles all aspects of your tax-related regulatory compliance, offering clear guidance and helping you maximize your resources for mission-driven work.
Contact Information (click to view)
Email: info@cascadecpa.com
Phone: 608-824-3002
Website: https://cascadecpa.com/
Cassowary Productions
Service Area: We are based in the Bay Area but often travel nationally and internationally.
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Cassowary productions was started by Quinn Costello as a one stop shop for non-fiction storytelling. From independent documentary to non-profit to corporate projects…no project is too small or too ambitious. We’ve worked with documentary clients like Disney Plus, HBO and Independent Lens and non-profits from Planned Parenthood, Goldman Environmental Prize and The East Bay Center for the Performing Arts. Quinn is also available for hire for producing, field producing, editing and beyond. Get in touch, and have Cassowary help tell your story.
Contact Information (click to view)
Contact: Quinn Costello
Email: cassowaryprod@gmail.com
Phone: 5109106824
Website: http://www.cassowaryproductions.com
CK Communications
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An essential element of any fundraising campaign or emerging philanthropic organization, the case for support is an opportunity to define why your mission matters, articulate the impact of donor support, and inspire donors with a compelling vision of what’s possible with their philanthropy. CK Communications brings expertise and a depth of experience in collaborating with nonprofit leadership to craft effective cases for support for nonprofit organizations across sectors.
A successful frontline fundraiser for more than 12 years, Carlin Kuhlmann, founder of CK Communications, is an expert at crafting messaging that inspires donors to give and motivates volunteers to act. From gift proposals to impact reports, feature articles to donor newsletters, website content to campaign communications, CK Communications is your partner in creating the communications pieces you need for fundraising success.
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.
Contact Information (click to view)
Contact: Kyle Houlton
Email: kyle@covenantfirm.com
Phone: 657-235-5005
Website: https://www.covenantfirm.com
Direct Connection
Service Area: We provide services nationally.
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Direct Connection’s Sr. Analytics team is ready to review your organizations campaigns from concept to results and provide back to you a performance analysis study of what worked and did not. Was the envelope teaser off? Did you miss the mark with the offer and call to action? Perhaps you used the wrong photo?
We will do a deep dive into the past “control” packages and test packages you have to identify new and exciting offers that will generate a higher ROI for your organization.
Direct Connection is well versed in reviewing your brand and message to make sure your on point and communicating with your donors and constituents in the most effective manner possible. From our review we will prepare a study and recommendations on the best course in moving forward to get the message out as strongly as possible.
Direct Connection is able to take your database and prepare it for maximum postal savings prior to mail offering NCOA and CASS services. We are also able to assist you in the data pull to ensure your appeal for support is using the proper suggested gift requests. Is this appeal going to use last gift on record or single largest gift? Who is the target audience and based on that what is the proper gift request and should it include an upgrade logic table?
The database within your organization is probably the most expensive item you own and is very valuable so be sure information going into it is relevant and accurate at all times. As they say, Junk In is Junk Out!
Direction Connection is a full service agency offering pre-creative concept strategy, creative design and copy writing, assistance with database selection and donor segmentation, print, production and full mail services and backend campaign analysis.
We create annual appeals, newsletters, annual reports, capital campaign reports, you name it and we can assist in the design creation and printing.
Direct Connection is a full service direct response agency offering service in mail, on-line, radio, TV, outdoor, movie-screen ads, you name it and we can assist you in the creation and implementation of your strategy.
Direct Connection is a full-service agency providing state of the art creative strategy, social media positioning, in-house digital printing, offset printing, bindery, prepress, data services, and complete mailing services and backend data-driven analytics of campaigns. Our team of Strategic Advisors empowers your cause with informed decisions that enable you to optimize your fundraising strategy by focusing on what works — and adjusting what doesn’t through an integrated review process.
Contact Information (click to view)
Contact: Greg Helton
Phone: 909 392-2334
Website: http://www.directconnectionmail.com
Firefly Fundraising
Service Area: National
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Firefly Fundraising offers a wide spectrum of services, from team building workshops to board development and organizational restructuring, but we specialize in grants strategy and execution, including:
• Program development and planning;
• Reframing existing programs to open new funding streams;
• Strengthening program metrics;
• Target research to find both private and corporate foundations and government sources at the city, county, state, and federal level; and
• Writing and editing of grants through all phases, from relationship building to research, LOI creation, proposal submission, reporting, and more.
Firefly Fundraising maintains long-term relationships with clients who do field-leading work in areas including community services, health care, the arts, childcare, foster care and adoption, services for people with disabilities, minority advocacy, care for the elderly, homelessness, and local and international community development.
Contact Information (click to view)
Contact: Steven Klein
Email: steven@fireflyinc.com
Website: https://www.fireflyfundraising.com
FREEMAN PHILANTHROPIC SERVICES, L.L.C. Retained Executive Recruitment Not-for-Profit Sector
Service Area: United States & International
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Freeman Philanthropic Services, LLC (FPS) headquartered in New York City and founded in 2002 is National is scope. FPS has completed 700+ executive recruitments in the not-for-profit sector. We have extensive success working with educational and academic healthcare institutions, hospitals, social service, advocacy, and cultural institutions. Our comprehensive services include executive recruitment for the C-suite including CEO, Executive Director, Marketing, Commutations, Human Resources, Program and Development Professionals. At FPS, we manage all aspects of search, including client relationships, research, networking, qualification, and final selection of candidates. we provide comprehensive consulting services to meet clients’ unique needs. FPS has an established record of successfully engaging and supporting Search Committees.
Contact Information (click to view)
Contact: GAIL L. FREEMAN
Email: Gail@glfreeman.com
Phone: 212.924.3727
Website: https://www.glfreeman.com/
Fundmetric
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Contact Information (click to view)
Contact: Rachel Crosbie
Email: info@fundmetric.com
Website: https://www.fundmetric.com/
FundMiner
Service Area: North America
Category Details (click to view)
Aggregate Data from Multiple Siloed Systems
FundMiner’s platform centralizes data from multiple sources, offering fund managers access to essential, permission-based information. This enhances fund management effectiveness and strengthens donor relationships through improved transparency and accountability.
Visualize top level metrics with dynamic dashboards
FundMiner brings visibility and transparency to your fund data, aggregating data from your existing tech stack into a single portal so your operations team, leadership and campus partners can access vital fund information and make the right decisions.
Leverage intelligent data hygiene tools to enhance accuracy
FundMiner ensures that your funds are accurately reflected across multiple systems and promptly alerts you to any discrepancies that need attention.
Manage org-wide tasks and communication.
FundMiner simplifies inter-org communication and ensures all your funds’ stakeholders have access to reliable fund data, allowing them to focus on their mission and maximizing their impact.
Automate Financial and Impact Reporting
Our platform streamlines reporting, saving time and providing deep insights into fund usage and donor impact. FundMiner makes reporting more efficient and effective, enabling the creation, collection, and storage of narratives for all fund types.
Track Compliance + Maximize Fund Utilization
Effortlessly maintain fund compliance with FundMiner’s automated solution that flags funds based on your organization’s standards. This acts as a comprehensive compliance program, minimizing non-compliance risks and ensuring funds meet donor intent.
Ensure fund managers have the latest insights
Provide fund managers with immediate access to real-time insights on fund transactions, enabling them to make informed decisions about the allocation of funds.
Meet the all-in-one fund management platform.
FundMiner allows you to keep track of every single aspect related to your funds in one centralized platform, so can stay in control of how they are being deployed and keep making an impact as an organization.
FundMiner sits at the top of your tech stack, giving you a 360° view of fund information at your fingertips. Our platform empowers fund managers with essential data for informed decision-making and effective fund management. This streamlined access enhances efficiency and strategic oversight, allowing your team to focus on maximizing impact and maintaining donor trust through transparent fund management.
Contact Information (click to view)
Contact: Haider Ali
Email: haidera@fundminer.com
Phone: 5147970860
Website: https://fundminer.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