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Go beyond the ratings. Know the mission you're supporting.

Helping donors and families make thoughtful, strategic decisions about their giving.

We work with missions, not nonprofits. We tell you where your money will make the MOST impact.

$0.00

Let us help with:

  • Run of Show (ROS)

  • Speech writing and event remarks

  • Check-in and staffing

  • Event itinerary

  • CRM Selection: Ticketing, processes, check-out, auction operations

  • Event planning and logistics

$0.00

  • CRM Selection

  • CRM cleanup and organization

  • Duplicate record identification

  • Donor data cleanup

  • Constituent coding and segmentation

  • Gift and pledge tracking

  • Queries and reports

  • Data entry standards

  • User permissions and workflows

  • CRM training

  • Documentation and SOPs

$0.00

A practical, affordable review designed for nonprofits with annual revenue of $1 million or less. We’ll assess your organization’s policies, systems, compliance, and operations, identify gaps, and provide a prioritized roadmap to strengthen your infrastructure and protect your mission.

  • Policies and procedures review and development

  • CRM setup, organization, and optimization

  • Safety and risk management practices

  • Compliance and governance review

  • IRS and nonprofit compliance calendar

  • Annual filing and reporting deadlines

  • Donor data and record keeping practices

  • Operational systems and workflow review

  • Recommendations and prioritized action plan

$0.00
Sold out

Each year, we invest in a select number of small nonprofits by providing pro bono consulting and capacity-building support.

$0.00

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