Choose your monthly retainer plan

Some nonprofit organizations don't need another one-time project. They need an experienced advisor who understands their organization, knows their priorities, and can help leadership navigate the opportunities and challenges that arise throughout the year.

Advisory Partner

Starting at

$2,000 per month

For nonprofits that need an experienced advisor to help leadership make better fundraising and financial decisions.

Includes the following services:

  • Financial statement review
  • Budget-to-actual analysis
  • Financial oversight & reporting
  • Monthly advisory meeting with staff
  • Preparation for board discussions
  • Email access in between meetings for problems, questions and support
  • Funding and fundraising guidance
  • Active grant prospect research
  • Grant alerts & funder monitoring
  • Review of grant proposals, budgets, and other materials prepared by client

Excludes:

  • More frequent advisory meetings
  • Priority turnaround on requests
  • Fundraising strategy development
  • LOIs and grant proposal development
  • Board and staff training/workshops

 

Consultant Partner

Starting at

$3,500 per month

For nonprofits that need hands-on support to improve their fundraising strategies and financial operations.

Includes everything in Advisory, PLUS:

  • More frequent advisory meetings
  • Priority turnaround on requests
  • Grant calendar management
  • Letter of inquiry development
  • New grant proposal writing
  • Fundraising strategy development
  • Board/staff training or workshops
  • Cash flow forecasting
  • Cash reserve planning
  • Operating budget development

Excludes:

  • Weekly leadership access
  • Individual donor support
  • Major donor support
  • Internal control review
  • Financial policy development
  • Coordination with junior staff and/or other professional advisors

 

CFO Partner

Starting at

$7,000 per month

For nonprofits that need a senior strategic partner working closely with leadership across fundraising, finance, and organizational growth.

Includes everything in Consultant, PLUS:

  • Weekly leadership access
  • Individual donor support
  • Major donor support
  • Internal control review
  • Financial policy development
  • Coordination with junior staff and/or other professional advisors

Excludes:

  • Payroll management support
  • Operations management support
  • Human resources support
  • Information technology support
  • Staff supervision