Optimize Your Resources

Nonprofit Strategic Development Outsourcing

Enhance your nonprofit organization’s mission by building a strategic, data-driven approach to fundraising.
Strategic Development Outsourcing Services
Your Needs

Proactive Fundraising That Furthers Your Mission

Navigating challenges like labor shortages, poor donor data visibility and disconnected, ever-changing technology can leave your fundraising efforts falling by the wayside. But putting fundraising on the back burner, especially during economic volatility, can trap you in a dangerous pattern of reactionary decisions with too few resources and added daily pressure on your team.
Strategic Development Outsourcing Services
Be More Effective
Overhaul Your Development Strategy
Harness your data to drive fundraising efforts more effectively – without sacrificing time or resources devoted to your mission.

Our Approach

End-to-End Strategic Partnership

More time spent on fundraising does not necessarily translate to more dollars. We move beyond traditional fundraising and compliance activities to a deliberate development approach that helps make your fundraising program more intentional, efficient and profitable.

We combine our deep bench of audit, tax and consulting expertise with our extensive experience in the nonprofit space to create a fundraising methodology tailored to your specific needs. Our experts work with you every step of the way to build out your entire development program from a strategic and tactical standpoint because we know that a successful development program means growing your mission through planning, communications and fundraising.

Accelerate Your Mission

Improve Your Entire Fundraising Program

Focus internal resources more efficiently and effectively using a deliberate development approach powered by data and analytics.
Create a Long-Term Development Strategy

Create a Long-Term Development Strategy

Build a data-driven approach to fundraising that bolsters efficiency and bridges turnover-induced process gaps

Access Our Full Breadth of Knowledge

Access Our Full Breadth of Knowledge

Leverage a trusted team of experts who can help you create meaningful change for the long haul

Maximize Your Resources

Maximize Your Resources

Eliminate distractions and focus your people on strategic initiatives that support your goals

Drive Fundraising Efficacy

Drive Fundraising Efficacy

Further your impact and set your organization up for future sustainability

Methodology For Success

Transform Your Fundraising Using Top Talent and Technology

Our three-phase strategic development method can help take your nonprofit from where you are to where you want to go – and provide holistic support along the way.
Phase I – Historical Assessment
  • Evaluation of your current revenue streams
  • Use of key metrics to provide detailed insight into your donor portfolio
  • Review of fundraising efficiency for the whole organization and specific segmented activities
  • Benchmarking your organization to industry
Phase II – Model
  • Use of predictive analytics to build a three-year development model
  • Comparison of forecasted inflows with resource requirements to identify potential funding gaps
Phase III – Strategy & Ongoing Support
  • Expertise to help you design a strategy to bridge funding gaps
  • Creation and delivery of a custom reporting and development dashboard to enable data-driven decisions
  • Support for ongoing development efforts such as donor segmentation, major gift planning, detailed fundraising analysis, planned giving and compliance functions
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Experts
Eric Thomas - Partner, Consulting - San Ramon CA
Partner
Eric is a Consulting partner with more than 20 years of experience serving nonprofit and for-profit organizations.

San Ramon, CA
Morgan Falor - Consulting | Armanino
Senior Manager
Morgan focuses on helping nonprofits create strategic approaches to both finance and development.

San Jose, CA
Resources
News & Insights
Does Your Corporate Foundation Need Its Own Accounting Team?
Article
What are the signs that it’s time for dedicated accounting resources? And do you need full-time staff?

September 21, 2021
Blog articles
Article
Outsourcing can be a good way to get quality talent for administrative functions like payroll and HR.

April 30, 2019
Blog articles
Article
Outsourcing a nonprofit's finance and accounting services can benefit organizations in a number of ways.

February 27, 2018
Get Started

Ready to Rethink Your Fundraising Strategy?

To learn more about how you can achieve greater fundraising outcomes and set your organization up for a sustainable future, reach out to our experts.