Our firm goes beyond just maximizing the fundraising potential of nonprofits. We also assist in strengthening programs, diversifying donor pools, and implementing CRM systems to track and manage funds effectively. Our comprehensive approach helps nonprofits achieve their long-term goals, whether it be enhancing their organizational capacity or expanding their programs. With our extensive experience and innovative strategies, our nonprofit experts can help take your nonprofit to the next level and achieve greater success.
We’re the Experts Forward-thinking Nonprofits Trust to Maximize Impact, Boost Revenue, Cement Their Legacy, and WIN.
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Let’s Elevate Your Nonprofit to the Next Level
Our Firm is Your Go-To Resource for All Your Needs
Annual Giving Campaign Execution
Strategic Planning Facilitation
Research & Prospect Management
CRM Optimization
Marketing & Visibility Asset Creation
Five Key Times Our Clients Call on Us
- When a CEO/Executive Director realizes they need to quickly re-engage with their lapsed donors to get them back on track
- When turnover on your development staff is damaging the relationship with your most loyal donors
- When your CEO/Executive Director gets a call from a high-profile donor that does not want to fulfill pledge commitment
- When an organization has a huge pool of donors but does not know where to begin to maximize their recurring giving
- When an organization wants to make inroads with corporate foundations but doesn’t know how to leverage their contacts
Highlights of Our Experience
$15M
Built, cultivated, and engaged a corporate portfolio that yielded $15M in fundraising efforts in less than three years.
250+
Developed and delivered on 250+ engagement and social impact programs from concept to implementation, organizing people toward common goals — in many cases within large and complex organizations.
54,000
Established & created strategic programming for 54,000 FIU alumni inclusive of FIU College of Business Mentor Program that increased by 1000% in less than four years and created an engaged donor pipeline yielding in sustainable recurring giving.
1,000
Consulted with over 1,000 small business owners in South Florida to streamline their sales processes, thereby increasing revenue for industries ranging from technology, to hospitality, manufacturing, accounting, and healthcare while developing philanthropic positioning through their Corporate Social Responsibility efforts.
176
Delivered over 176 seminars to industry associations in topics of Building Diverse Teams, Negotiation, Communicate With Clarity And Purpose to audiences internationally.
572
We have provided entrepreneur training, mentoring, and coaching to over 572 current and aspiring women business owners and non-profit leaders over the last three years.
Nonprofit Case Studies
Unlocked $374,000 in a fundraising pipeline
by cleaning CRM records and developing strategic infrastructure
Challenge:
A 30+ year old organization in South Florida whose main purpose was to advance the lives of women and girls was at risk of closing their doors in the pandemic because there was no recurring fundraising.
Solution:
Designed and implemented a six-month engagement setting up foundational structure, launching an annual giving campaign, and cleaning over 10,000 data records.
Results:
Uncovered a $374,000 pipeline of SYBUNTS and strategic partners to solicit for the annual giving campaign and sustain giving.
$3.7M raised in less than 6 months during a global pandemic
Challenge:
One of the largest public universities in Florida’s corporate donor cycle averages 16-18 months to close six and seven-figure gifts, often resulting in internal stakeholders losing interest.
Solution:
We established a creative multi-year plan for recruitment of their undergraduate talent from the College of Business and Engineering.
Results:
The organization was able to stand out amongst its competitors and win the war for talent while filling 80% of the positions offered.
Bridged the financial literacy gap of 117,000 underserved students across the U.S. for a top-10 bank
Challenge:
The newly merged bank foundation wanted to differentiate itself in a BIG way by addressing economic mobility and targeting high school and college-age youth.
Solution:
Merged efforts with the largest Hispanic-serving higher education institution and the largest academic finance academy to create and disseminate into classrooms nationwide.
Results:
Strategically deployed $1.7M in philanthropic dollars to create a unique financial literacy program that will impact nearly 117,000 students from underserved communities in 146 cities across 33 states nationwide over a three-year period.
