Monthly Advisory Support

Nonprofits don't always need another one-time project. They need an experienced strategic partner who understands their financial position, fundraising priorities, and organizational goals—and can help them act when opportunities arise.

Essential Partner

Starting at

$9,000/year -
billed monthly

For nonprofits seeking ongoing access to core financial and fundraising expertise:

You get the following services:

  • Financial statement analysis
  • Budget-to-actuals review
  • Cash flow forecasting support
  • Issue area landscape asssessments
  • Grant and funder monitoring
  • 12 strategy sessions per year
  • Email support between meetings

Best for: Nonprofits just starting out on their finance and fundraising journey.


Excludes:

  • More frequent meetings on demand
  • Priority turnaround/rush requests
  • Letter of inquiry development
  • Grant proposal writing
  • Strategic fundraising plan

 

 

 

 

 

Growth Partner

Starting at

$15,000/year -
billed monthly

For nonprofits that need regular help managing their finances and funding.

You get the following services:

  • Financial statement analysis
  • Budget-to-actuals review
  • Cash flow forecasting support
  • Issue area landscape asssessments
  • Grant and funder monitoring
  • 12 strategy sessions per year
  • Email support between meetings
  • More frequent meetings on demand
  • Priority turnaround/rush requests
  • Financial scenario modeling support
  • Government grant writing (1 max)
  • Foundation grant writing OR Corporate grant writing (5 max)
  • Coordination of work with junior staff and other professional advisors


Best for: Nonprofits that are actively growing and pursuing new funding.


Excludes:

  • Staff and board training
  • Multi-year fundraising plan
  • Accounting system transformation

Strategic Partner

Starting at

$36,000/year - 
billed monthly

For nonprofits that need a senior advisor able to work closely with leadership.

You get the following services:

  • Financial statement analysis
  • Budget-to-actuals review
  • Cash flow forecasting support
  • Issue area landscape asssessments
  • Grant and funder monitoring
  • 12 strategy sessions per year
  • Email support between meetings
  • More frequent meetings on demand
  • Priority turnaround/rush requests
  • Financial scenario modeling support
  • Government grant writing (no max)
  • Foundation grant writing (no max)
  • Corporate grant writing (no max)
  • Coordination of work with junior staff and other professional advisors
  • Staff and board training
  • Multi-year fundraising plan
  • Accounting system transformation

Best for: Nonprofits that are ready for a strategic partner to work alongside staff.

Excludes:

  • Staff supervision

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