Withum
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At the center of your nonprofit is the desire to keep going against all odds to fulfill a unified goal. Sometimes, that focus can become clouded by compliance, governance and operational and financial decisions. Having the right team with the experience and knowledge to help tackle hurdles nonprofits face can free up your time and resources, letting you stay focused on the heart of the matter — your mission.
Withum’s Not-for-Profit Services Team brings value to the relationships with our tax-exempt clients by offering innovative advisory solutions alongside the necessary not-for-profit accounting, auditing and tax services. We can help your not-for-profit with some key challenges, including cyber and information security, outsourced accounting, digital workplace solutions, ERP consulting and revenue recovery.
At the center of your nonprofit is the desire to keep going against all odds to fulfill a unified goal. Sometimes, that focus can become clouded by compliance, governance and operational and financial decisions. Having the right team with the experience and knowledge to help tackle hurdles nonprofits face can free up your time and resources, letting you stay focused on the heart of the matter — your mission.
Withum’s Not-for-Profit Services Team brings value to the relationships with our tax-exempt clients by offering innovative advisory solutions alongside the necessary not-for-profit accounting, auditing and tax services. We can help your not-for-profit with some key challenges, including cyber and information security, outsourced accounting, digital workplace solutions, ERP consulting and revenue recovery.
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Contact: Joe Cover
Email: jcover@withum.com
Phone: (949) 409-7709
Website: https://www.withum.com/
Brian Evans Coaching
Service Area: Global
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Executive and leadership coaching for nonprofit leaders navigating growth, change, or high-stakes decisions. Through the Metapossible™ framework, we provide focused 1:1 support to build the clarity, confidence, and power needed to lead decisively, align teams, strengthen resilience, and drive mission-aligned, sustainable results.
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Contact: Brian Evans
Email: Brian@BrianEvansCoach.com
Website: http://www.BrianEvansCoach.com
Partners For Impact
Service Area: US
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Contact: Miki Jordan
Phone: 2136107852
Website: http://partnersforimpact.org
C.I. Partners Direct, Inc.
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.
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Contact: Shawnda Lembke
Email: shawnda@cipdirect.com
Phone: 805-407-1753
Website: http://www.wedevelopdonors.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.
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Contact: Greg Helton
Phone: 909 392-2334
Website: http://www.directconnectionmail.com
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.
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Contact: Ronald F. Mirenda
Email: ron@mirendaassoc.com
Phone: 303-601-5464
Website: https://www.mirendaassociates.com
LinkedIn: Mirenda & Associates