Fundraising and Financial Plans

Book a consult

Taking the guesswork out of fundraising and financial management

Who is this for?

For organizations that constantly feel like there's not enough money.

For organizations that are planning for big expansions, changes, or dreams.

For organizations that feel concerned that their revenue is only coming for one place.

For organizations that just want to know where they should be placing their focus.

Sound like you?

First Step: Financial Audit

Next Steps:
Dashboard and Roadmap

But what does it look like?

I'll perform a financial audit using the most recent 3 years of records and then sit down with your executive team to understand your financial and fundraising goals.

From there, we'll create a financial dashboard, lay out a road map to success, and support that roadmap with accountability, connections to professionals that you can outsource, training for your in-house staff, or any variety of needs.

Can I see some examples?

Are you thinking this is what your organization needs, but still aren't sure what this looks like?

Check out the Covered Bridge Brewing Group and the Teach Write Now case studies to find out how financial planning and fundraising support can help you.

CBBG Case Study