Our Firm is Your Go-To Resource for All Your Needs
Unrestricted Donor Cultivation
Rapid Fundraising Expansion
Board & Grantee Training
Critical Staff Augmentation
Economic Impact Reporting
5 Key Times Our Clients Call on Us
1. Fundraising Team Strain
When multiple development officer searches have failed, leaving your team reliant on a skeleton crew to manage fundraising efforts.
2. Inactive Boards
When board members stay on the sidelines, leaving nonprofits with loss of leadership, strategic connections, and fundraising support, stalling mission momentum.
3. Funding Dependence Risks
When nonprofits rely on a single funding source and risk losing stability.
4. Underprepared Teams
When your staff is too green or junior to implement development strategies effectively, resulting in delays and missed opportunities.
5. Ineffective Donor Events
When donor engagement events fail to deliver results, leaving nonprofits struggling to build meaningful connections and secure lasting support.
Highlights of Our Experience
$23M+
raised for Latino-serving nonprofit organizations, driving community growth and development.
2,500+
business executives trained in supply chain & sustainability, providing tools for impactful decision-making.
$13B
media company foundation reorganized and aligned with ESG and social impact efforts.
1,000+
Small businesses consulted to streamline sales, boost revenue, and enhance Corporate Social Responsibility.
176
seminars delivered to industry associations in topics of Building Diverse Teams, Negotiation, Communicate With Clarity And Purpose to audiences internationally.
3x
winner of Best Professor & Best Graduate Course.
Nonprofit Case Studies
Challenge:
A 30-year-old South Florida nonprofit faced closure during the pandemic due to no recurring fundraising.
Solution:
Implemented a six-month engagement, launched an annual giving campaign, and cleaned 10,000+ data records.
Results:
Uncovered a $374,000 pipeline of SYBUNTS and strategic partners to sustain giving.
$3.7M raised in less than 6 months during a global pandemic
Challenge:
Corporate donor cycle takes 16–18 months, leading to stakeholder disengagement.
Solution:
Designed & executed a corporate donor campaign, formed an advisory council, and implemented a high-touch donor engagement strategy.
Results:
$3M+ secured in under 8 months, reducing donor cycle time by 55%.
117,000 Students Reached Through $1.7M Financial Literacy Initiative
Challenge:
The newly merged bank foundation sought to stand out by addressing economic mobility for high school and college-age youth.
Solution:
Partnered with the largest Hispanic-serving higher education institution and the top finance academy to develop a national classroom curriculum.
Results:
Deployed $1.7M to fund a financial literacy program impacting 117,000 students in 146 cities across 33 states over three years.
90% Executive Buy-In Through Data Storytelling
Challenge:
- Needed to identify supplier diversity gaps
- Track progress
- Showcase DEI commitment
Solution:
Conducted assessments using economic impact reports and newsletters to visualize benefits.
Results:
- 90% Executive Buy-In for Supplier Diversity Program
- Strengthened supplier diversity strategy.
- Drove local economic & membership growth.
117,000 Students Impacted by Multi-Million Dollar Financial Literacy Partnership
Challenge:
Truist needed a CSR-aligned financial literacy program after the BB&T and SunTrust merger.
Solution:
Partnered with FIU, South Florida Schools, and the National Academy of Finance to launch a nationwide curriculum.
Results:
Deployed philanthropic funding to reach 117,000 students in 146 cities across 33 states.
30% Increase in Donor Engagement Through Strategic Segmentation
Challenge:
Needed a statewide fundraising strategy to better target donors and drive quick fundraising wins.
Solution:
- Conducted donor segmentation.
- Identified high-priority prospects.
- Developed donor personas for targeted engagement.
Results:
- Increased donor engagement by 30% in six months.
- Secured contributions from untapped regions.
- Fostered long-term donor relationships.
40% Increase in Donor Contributions by Establishing an Advisory Council
Challenge:
- Overreliance on a small donor pool.
- Underutilized donor engagement strategies.
Solution:
- Created a dues-paying advisory council.
- Leveraging influential members to expand networks.
- Drive donor acquisition.
Results:
- Increased donor contributions by 40%.
- Attracted key supporters.
- Built a sustainable donor pipeline.
25% Revenue Growth and 60% Event Attendance Increase Through Annual Giving Campaign
Challenge:
- Limited individual donor base.
- Underutilized annual signature event.
Solution:
- Launched an annual giving campaign.
- Introduced a data-capture system.
- Converted attendees into donor prospects.
Results:
Boosted annual revenue by 25%, with 60% of event attendees becoming repeat donors, creating a sustainable individual donor program.
50% Increase in Corporate Sponsorships Through Partnership Strategy
Challenge:
Public perception tied the organization to a news station, limiting funding opportunities.
Solution:
- Developed a partnership strategy.
- Established a support agreement.
- Created messaging to engage corporations and donors.
Results:
- Increased corporate sponsorships by 50%.
- Boosted community engagement.
- Strengthened brand identity for a sustainable funding base.
Small Business Economic Empowerment Program
Challenge:
Supported small businesses with bilingual training to navigate B2B opportunities.
Solution:
- Designed a targeted training program.
- Integrated a bilingual learning system.
- Tracked economic impact for participants.
Results:
- Improved B2B readiness
- Increased certification success rates
- Generated measurable economic impact.
