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Get To Know You Form

Thank you for your interest in Chart Work Consulting. We appreciate your time and are excited to learn more about your needs. To ensure we have an efficient initial meeting, please complete the inquiry form below with as much detail as possible.


After we receive and review this form, we will be in touch to schedule your free consultation. If you have already booked an appointment, we look forward to reviewing your answers and meeting with you.

Tell Us About You

Which title best describes your role?
Executive Director
Development Director
Grant Writer
Program Staff
Volunteer
Board Member
Nonprofit Consultant
Other

Tell Us About Your Organization

Do you represent a 501(c)3 nonprofit organization that is legally designated by and in good standing with the IRS?
Yes
No, but my organization has a fiscal sponsor
No
How does your organization track donor data?
What are your current fundraising activities?

Tell Us About Your Work

What is your organizations area of focus?
How many staff (hired or contracted) members does your nonprofit have?
None
1-3
4-5
6+
N/A | We are volunteer-based
How many board members do you have?
None
1-3
4-8
9+

Tell Us About Your Needs

Why are you reaching out to a consultant for support? (check all that apply)
Are you interested in grant support?
Yes
No
What type of support or services are you seeking?
Can you share the total budget designated to hire a consultant?
$0-$2,000
$2,000-$5,000
$5,000-$10,000
$10,000 and above
I'm not sure
Do you have a start date in mind?
As soon as possible
Within 1-3 months
Within 3-6 months
Within the next year
Other
Clients must be partners in the work. Are you or someone on your team willing to provide timely feedback, content, key insights and organizational updates needed to achieve project success?
Yes
No
Have you worked with a consultant or external partner in the past?
Yes
No

How Did You Find Us?

Before you go, please share how you learned about us!
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