Approach
Ensuring that you get the best return on your investment, each service is designed to give you the tools to move forward independently or to continue to work together and build on each deliverable.
All work is billed hourly, in 15-minute increments, and invoiced bi-weekly.
The listed services are based on the common needs of grantseeking organizations. If you don’t see what you are looking for, let’s discuss!
Our Services
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Messaging: Telling Your Story
I will work with you to impactfully articulate the extraordinary story of your organization’s mission, vision, and work to grantmakers. Deliverables can include:
Letter of Intent (LOI): 1-2 page boilerplate information to customize and submit to funders independently.
Proposal Narrative: 3-5 page boilerplate proposal narrative to customize and submit to funders independently.
Campaign Case Statement: 1-2 page boilerplate narrative making the case for your organization’s comprehensive, capital, and/or endowment campaign.
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Strategy: Creating Your Roadmap
I will research opportunities to develop a grant plan for your organization, or to update your existing plan. Deliverables can include:
Opportunity List: A top-view list with the name and contact information of at least 20 relevant opportunities for which your organization/program would be eligible.
Plan Template: A fundraising plan template for you to complete independently.
Fundraising Plan: Turning the Opportunity List into an actionable 12-month grant strategy to meet your fundraising goals and/or lay the groundwork for upcoming campaigns. This will include deadlines, background and application information, prioritization based on fit assessment, projected funding, and recommended cultivation approaches.
Campaign Fundraising Plan: A fundraising plan and strategy based on your campaign’s goals and timeline.
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Execution: Making it Happen
I will work closely with you to implement the fundraising plan. This can include writing, editing, compiling supplemental materials, and submitting applications on your behalf. We can work together on a per-opportunity or an ongoing basis. Deliverables can include:
Proposal Narratives: Articulating your organization/program’s vision and objectives as aligned with the mission, interests, and specifications of each grantmaker.
Grant Packages: Compiling and submitting grant narratives, budgets, and all required supplemental materials.
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Reporting and Stewarding: Keeping it Going
With your help, I will communicate your impact to funders and help you build and sustain strong relationships with your institutional supporters. Deliverables can include:
Grant Reports: Required narrative updates to donors articulating the achievements of your organization/program made possible by the funder.
Grant Report Packages: Compiling and submitting report narratives, budgets, and all required supplemental materials.
Annual Reports: Elective updates to funders providing a comprehensive view of the year’s activities and accomplishments.
Stewardship Plan: Building beyond the fundraising plan with tailored strategies to keep your major donors engaged and excited to support your work.