Grants
Grant proposal writing, grantmaker research, year-round management of grant proposals, reports and renewals. Philanthropy advising for businesses.
Public relations and marketing communications
Strategy, development and implementation of comprehensive communication plans, including: media relations, press releases, digital content, newsletters, marketing literature, speeches, case studies, annual reports, member communications and more.
Fundraising strategies
Feasibility studies, pre-campaign planning, campaigns, development office assessments, interim director, coaching of executives.
Cost management
Ensuring organizations are purchasing efficiently and getting best products/service at industry benchmark prices.
Branding, marketing and graphic design
Brand identity development, marketing communications and graphic design. Including: taglines, mission statements, logos, brochures, annual reports, fundraising materials, websites and more.
Financial management
Outsourced CFO services, design and installation of fund accounting systems, creation of investment policy statements, treasury management, creation of financial policies and procedures manuals.
Banking
All areas of finance, such as leasing, mortgage, M&A, cash management, etc.
Management consulting, coaching, and project management
We work with CEOs, investors and board members who struggle to make effective strategic decisions when faced with game-changing challenges or opportunities, such as infusion of capital, change in key leadership, or launch of major new activities.
Employee benefits / not for profit organizations
Employee benefits consulting and placement of related insurances.