we support socially responsible nonprofits, government entities & civic organizations
our services
development assessment
Our development assessment examines the foundations of your organization and your current approach to fundraising. Through stakeholder interviews and a deep dive into your current work, we will determine the ROI of your fundraising initiatives. Together, we will discover opportunities to increase donations, and walk alongside you every step of the way to implement those strategies.
fundraising plan & case for support
We work in partnership with you and your staff to develop a fundraising plan that aligns with your strengths, addresses your weaknesses, and fills in your revenue gaps. The plan takes shape by creating a compelling case for support which can be used for capital, annual and major gift campaigns. This important deliverable will include stories about your organization and inspire donors to maximize their giving. The fundraising plan includes monthly and quarterly strategies, detailing key actions, deliverables and revenue targets for each revenue source. Together, we’ll use these tools to train your team, implement the fundraising plan, build a donor pipeline, and ultimately secure new gifts that will provide your organization with sustainable revenue streams.
grant writing
Our team has over a 90% success rate in securing grants for our clients. Grant writing services provide comprehensive support, from research and identification, to proposal writing and funder reporting. Our team works with your staff and partner organizations to craft well researched, detailed, and persuasive proposals. Our grants team will uncover new funding opportunities and help your staff cultivate new relationships with foundations and grant-makers. Our goal is to ensure long-term partnership and funding opportunities are developed, providing your organization with diversified revenues and ongoing institutional support.
capital campaigns, endowment campaigns & feasibility studies
Before launching a capital, endowment or comprehensive campaign, Social Impact Advisors will help identify your unique needs and priorities, develop a case for support, and conduct a comprehensive feasibility study to assess readiness and fundraising capability. Our process includes a thorough review of your donor giving history and background, wealth screenings, and interviewing key prospects and stakeholders to understand their interests in offering support. Using this information, we create a comprehensive campaign plan that aligns with giving levels and suggests strategies for each donor through each phase of the campaign. Ultimately we’ll develop a compelling case for support that articulates the needs and the positive impact your campaign will have on the community. Once your campaign plan has been developed and the case for support tested, we will work hand-in-hand with your team to implement and manage your campaign and support the donor solicitation process through successful completion of your campaign.
major gift & annual giving programs
Social Impact Advisors will partner with your organization to develop and implement major gift and annual giving programs that increase overall donations and build long-term commitment from new and existing donors. Together, we will engage partners, donors, volunteers and other key stakeholders to address your unique fundraising needs. Our team will conduct a wealth screening of donor prospects, develop donor profiles, and build engagement plans that will move donors closer to your mission. Our creative and engaging approach will not only enhance your donor retention, we will also identify new prospects and help your organization to increase overall fundraising.
governance & board development
Through our board training and coaching, we partner with your board of directors to enhance their effectiveness and increase their engagement. By using a strengths-based, relationship-focused model, Social Impact Advisors works with board members to:
Align your vision with your strategic plan
Evaluate leadership effectiveness
Update board practices and policies
Cultivate board members as partners in fundraising
Build engagement plans to increase board fundraising
By strengthening board member engagement we will uncover new, high-impact funding opportunities that endure.
fundraising training + coaching + mentoring
Social Impact Advisors provides ongoing mentoring and coaching support for our clients. We will help your leadership team, staff, board, and volunteers maintain best practices for fundraising. Together, we’ll build foundational skills in development, identify roles in donor engagement activities, improve fundraising acumen, and increase confidence in making solicitation calls.
Supporting materials such as job descriptions, detailed roles and responsibilities, and role-playing scenarios are also included. Social Impact Advisors can even shadow your team during visits with prospective donors to provide real-time, hands-on training.