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

Billed at $750 per month

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

You get the core ESSENTIAL features:

  • One monthly advisory meeting 
  • Email support between meetings
  • Financial statement analysis
  • Budget vs. actuals reporting 
  • Rolling cash flow forecast
  • Funding landscape assessment
  • Grant alerts & funder monitoring
  • up to 3 foundation/corporate grant credits (after initial 3 months)


Excludes:

  • Letters of inquiry
  • Priority turnaround/rush requests
  • More frequent meetings on demand
  • Advainced financial analyses
  • Multi-year fundraising plan
  • Accounting system transformation



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

 

 

 

 

 

Growth Partner

Starting at

Billed at $1,500 per month

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

You get all of the ESSENTIAL features:

  • One monthly advisory meeting 
  • Email support between meetings
  • Financial statement analysis
  • Budget vs. actuals reporting 
  • Rolling cash flow forecast
  • Funding landscape assessment
  • Grant alerts & funder monitoring
  • up to 4 foundation/corporate grant credits (after initial 3 months)

AND, you get...

  • Letters of inquiry
  • Priority turnaround/rush requests
  • More frequent meetings on demand
  • 1 government grant proposal credit (after initial 3 months of service)


Excludes:

  • Advainced financial analyses
  • Multi-year fundraising plan
  • Accounting system transformation


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



Strategic Partner

Starting at

Billed at $3,000 per month

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

You get all of the ESSENTIAL features+ and all of the GROWTH features:

  • One monthly advisory meeting 
  • Email support between meetings
  • Financial statement analysis
  • Budget vs. actuals reporting 
  • Rolling cash flow forecast
  • Funding landscape assessment
  • Grant alerts & funder monitoring
  • Letters of inquiry
  • Priority turnaround/rush requests
  • More frequent meetings on demand
  • up to 4 foundation/corporate grant credits (after 3 months of service)
  • 1 government grant proposal credit (after initial 3 months of service)

AND, you get...

  • Advainced financial analyses
  • Multi-year fundraising plan
  • Accounting system transformation

Excludes:

  • Supervision of staff/volunteers



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


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