All Listings in United States
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.
Contact Information (click to view)
Contact: Chris Baiocchi
Phone: 7148158201
LinkedIn: https://www.linkedin.com/in/baiocchi/
Scion Executive Search
Service Area: National and International
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Scion Executive Search is more than just an award-winning recruitment firm; we embody a team of innovators committed to delivering exceptional service and unparalleled nonprofit leadership. Since our establishment in 2006, we have served over one-thousand local and national nonprofit organizations, associations, educational institutions, and foundations across the United States. We recognize the vital role diversity, equity, and inclusion play in effective leadership and incorporate these principles into every step of our search process. No matter your location or mission specialization, our dedicated and knowledgeable team can connect your organization with transformative leaders who satisfy role demands and drive positive change within their organization.
Contact Information (click to view)
Contact: Isaac Schild
Email: info@scionstaffing.com
Phone: (888) 487-8850
Website: https://scionexecutivesearch.com/
Shaff Fundraising Group
Service Area: United States
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Contact: Emily Edens
Sterling Search, Inc.
Service Area: National
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A National Boutique Executive Search firm owned and run by women placing leaders in Healthcare, Nonprofit, and Education positions. – Woman founder and owned since 2002. – 100% focus on mission-driven nonprofits, higher education and healthcare. – National data base with over 45,000 nonprofit professional executives. – Search consultants have over 105 years of nonprofit leadership. – 43% of placements in 2023 were represented by diverse candidates; prior three-year average was 37%. – Guarantee of 12 months. – Utilize AI technology to identify accomplished “hard to find” top talent. – Recognized by Forbes as one of the best executive recruiting firms of 2020. – Active members of Network Nonprofit Search Consultants who provide market data and trends.
Contact Information (click to view)
Contact: Sarah Agee
Email: sarah@sterlingsearchinc.com
Phone: 7144337040
Website: https://www.sterlingsearchinc.com/
The Moran Company LLC
Service Area: National
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The Moran Company partners with nonprofit organizations nationwide to recruit CEOs, executive directors, senior-level fundraising staff and other key leadership positions. We specialize in the recruitment of Executive Directors/CEOs, Fundraising/Development Directors, Hospital Foundation Directors and other senior leadership staff — who get results.
We only serve the nonprofit community.
Our firm is unique because our recruiters excelled as nonprofit leaders for decades before being hand-picked to join our team. Now it’s our personal mission to recruit top talent for organizations, associations and foundations throughout the country – just like yours.
We have the right background and the right contacts—and we’re ready to put them to work for you. Our executive search process, combined with our nonprofit knowledge and network, allows us to recruit the very best.
Contact Information (click to view)
Contact: Susan Barton
Email: susan1@morancompany.com
Phone: 8558830464
Website: https://morancompany.com/
Wright Ford Young & Co.
Service Area: Southern California
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Wright Ford Young & Co. (WFY) was founded by Robert Wright in 1973 and has been serving clients throughout the United States from our office located in Irvine, California.
WFY has 10 partners, 75 professional staff and a total employment of approximately 100 people. Today, Wright Ford Young & Co. is the largest single-office accounting firm in Orange County.
Our clients are typically small to mid-sized closely held companies and family business owners with annual revenues up to $300 million, both nationally and internationally, with operations or activities in almost every state in the United States. We have found that many of our clients turn to us when they struggle with the feeling that they have outgrown their small practice CPA, or when they feel under-served by their current accounting firm. WFY works with business owners who want to avoid year-end surprises.
Every year, Wright Ford Young & Co. donates one percent of our gross revenues to local charities. Our team members are also proud to give their time and talents back to the community. Members of our CPA firm are currently serving or have served on multiple committees and boards of directors.
Contact Information (click to view)
Contact: 20
Email: info@cpa-wfy.com
Phone: 949-910-2727
Website: https://www.cpa-wfy.com/
LinkedIn: https://www.linkedin.com/company/wfycpa/