Retreat & Meeting Facilitation

Although a lot of time and money is spent on them, far too often retreats are missed opportunities. We take an active approach to retreat planning and facilitation where we will be part coach, part strategist and part trainer. Our objective is to help you take full advantage of this valuable gathering.

 We work with clients to understand the hurdles the organization needs to overcome– culture shift, rapid growth, crisis, transition – and  then become a partner in developing goals and designing a retreat that is owned by its participants. This offers all voices to be heard as we work towards the retreat’s agreed upon goals.

Strategic Planning

As leaders of your organization, you need to make sure the organization has a shared vision of the future as well as a clear roadmap to get there. We work closely with organizations to develop comprehensive multi-year strategic plans.

Before getting into the substantive discussions about where you want your nonprofit to be in the future, we will partner with you to design and complete the right strategic process to meet your organization’s needs.

Once all the stakeholders have been consulted and a clear strategy is agreed upon, we will work with you to create an achievable work-plan that will help you achieve your strategic objectives.

Organizational Culture

Today organizational culture is more important than ever! Whether it’s the push for DEI, the fierce fight to attract and retain talent, or the horror stories that we’ve seen come out of for-profits and nonprofits alike, what used to be an afterthought, one relegated to the HR department, has now become a strategic priority that fundamentally impacts your ability to be effective and serve your mission.

Culture is your organization’s DNA. It is the shared values, goals, attitudes, and practices that characterize your workplace. It’s reflected in how your board and staff behave, how they interact with each other, how they make decisions, and how they do their work. 

Culture defines what is encouraged, discouraged, accepted, or rejected in your organization. The research is clear, culture shapes attitudes and behaviors in wide-ranging and durable ways. Culture impacts everything. Think of Culture as the fertile soil that can enable your strategy to come to life.

The the right culture can unleash tremendous amounts of energy and talent  towards your shared purpose, and can create a platform for your organization to thrive. 

If you’re looking to build on your positive existing culture, or have concerns about some aspects of your organizational culture, we will help you take some clearly defined steps to ensure you have a positive work organizational culture that best serves your mission.

You can read about various aspects of culture here, here and here.

Executive Advisory

Our Executive Advisory service provides nonprofit leaders with the expert insights and strategic guidance they need to navigate complex challenges and drive organizational growth.

Whether you're a CEO, executive director, or board member, we offer tailored advice on leadership development, organizational strategy, and decision-making. Our team works closely with your leadership to refine your vision, enhance governance practices, and build the organizational capacity needed for long-term sustainability and impact.

With our support, your leadership team will be equipped to make informed decisions that steer your organization toward greater success.

Fund Development

Our Certified Fund Raising Executives (CFRE), will work with you to create a comprehensive fund development plan that will raise funds for your organization today while ensuring your organization remains sustainable and is able to continue serving your mission in the future.

We combine in-depth engagement with key stakeholders, data-driven analysis, and broad-ranging expertise to help develop a comprehensive blueprint for organizational growth.

We will leverage data to support better fundraising strategies and help organizations identify untapped opportunities and new potential donors.

Program Management

Our Program Management service is designed to guide nonprofit organizations through the entire lifecycle of their initiatives. From the initial design phase, where we help you craft effective and impactful programs, to seamless implementation and ongoing monitoring, we ensure that your programs are executed with precision and aligned with your strategic goals.

Our team works alongside you to establish clear metrics for success, assess progress, and adjust as needed to maximize impact.

Whether you're launching a new program or scaling an existing one, we provide the expertise and support necessary to strengthen your organization's programmatic capacity and long-term sustainability.

Nonprofit Registration

Are you looking to register your amazing initiative or project into a legal tax exempt 501 (c) (3) entity? Perhaps you’re an existing foreign entity looking to branch out into the US market, we will manage the registration process for you at the city, state, and federal level.

Business Support Services

Our Back Office Support service helps nonprofit organizations optimize their internal operations, so they can focus on what matters most—advancing their mission.

We provide comprehensive support in areas such as financial management, human resources, data management, and administrative functions. By implementing best practices and efficient systems, we ensure your organization’s back-office functions run smoothly, reducing overhead costs and improving overall effectiveness.

Our team works behind the scenes to give you the operational strength you need to scale your impact and achieve long-term success.