Funder Discovery

For small to mid-sized nonprofits preparing to pursue foundation funding for a specific project or program who need a focused starter list of aligned prospects to guide their outreach strategy.

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Intake

30–45 minute intake session to understand your program model, service geography, project budget, and funding priorities.

Project Profile

Brief written profile of your project that captures the core case you’ll present to funders.

Vetted Prospects

Vetted list of aligned foundation prospects, each with basic eligibility criteria, typical funding range, application process overview, and a quick assessment of fit and readiness.

Review

20–30 minute walk-through call or recorded video presentation explaining each prospect, highlighting top priorities.

Impact Storytelling Toolkit

For small to mid-sized nonprofits seeking a comprehensive messaging foundation that supports grant writing, fundraising appeals, board communications, and public outreach with consistent, compelling language across all channels.

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Intake

60–90 minute intake and discovery session to explore your organizational story, program model, impact data, key differentiators, and target audiences, followed by a short discovery memo confirming key messages and strategic framing.

Case for Support

3–5 page organizational or program case for support covering mission, problem and need, solution and program approach, impact and outcomes, organizational credibility and capacity, and call to action. Additional 1-page case summary designed as a polished leave-behind for donor prospects, board members, community partners, or funder meetings.

Core Narrative

Grant-ready core narrative organized by standard proposal sections: need statement, target population and service area, program description and activities, outcomes and evaluation approach, organizational capacity and partnerships, and sustainability and funding overview.

Modular Language Bank

Ready-to-use content at multiple lengths: 2–3 short need statements (50–100 words each), 2–3 program summaries at varying lengths (75, 150, and 300 words), and 3–5 impact statements or mini-stories suitable for proposal introductions, appeal letters, social media, or website content.

Talking Points / FAQs

Simple FAQ or talking points sheet equipping staff and board members to speak confidently and consistently about your mission, programs, and impact in meetings, site visits, or informal conversations.

Revisions

Two full revision rounds based on your feedback, ensuring the final toolkit reflects your voice, priorities, and organizational culture.

Implementation

Implementation session to walk through the toolkit, demonstrate how to adapt content for different audiences and formats, and answer questions.

Final Deliverables

Final deliverables provided in editable Word or Google Docs format for easy customization and ongoing use.

Evaluation Essentials

For small to mid-sized nonprofits that need to strengthen their outcomes and evaluation framework for grants—transforming “we know this works” into clear, funder-ready language with practical indicators your team can realistically track and report.

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Intake

Intake session to understand 1) your programs, current or planned grant applications, and existing data collection practices (formal or informal); 2) who you serve, what changes you expect participants or communities to experience in the short term, intermediate term, and long term, and which outcomes matter most for your key funders and stakeholders.

Documents & Program Scan

Review of existing materials such as past proposals, reports and dashboards, strategic plans, existing goal or objective language, and any draft logic models or theories of change to assess your starting point and identify what’s already working.

Goals

Clarification of your overarching program goals in plain, funder-friendly language that aligns with your mission and strategic direction.

Objectives

Development or refinement of specific, time-bound objectives that describe what will change for participants or the community, in ways that can be credibly measured.

Outcomes

Development or refinement of core outcomes organized by timeframe (short-term, intermediate, and, when appropriate, longer-term results), distilled into clear statements that connect your activities to meaningful participant or community-level results.

Indicators

Practical indicators for each outcome, including suggested data sources and frequency, calibrated to what your staff can realistically collect and interpret.

Evaluation Methods

Right-sized selection of evaluation methods aligned with your outcomes and indicators.

Logic Model

A streamlined logic model that clearly links your inputs, activities, outputs, and outcomes, making your pathway to impact visible.

Evaluation Summary

A concise written description of your evaluation approach that can be adapted for grant narratives, covering what you will measure, how you will measure it, and how often.