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Strategic Nonprofit Support

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It’s easy to get caught up in day-to-day operations and lose sight of the bigger picture. Are you solving problems with quick fixes—or building sustainable solutions that move your mission forward?

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At Chart Work Consulting, we offer tailored support that fits your capacity, timeline, and goals. Whether you're looking for hands-on help (do-it-for-you), collaborative guidance and tools to build internal capacity (do-it-with-you), or our services are designed to meet you where you are—and help you get where you need to go.

 

Explore how we can work together: â€‹

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consulting SERVICES

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Grant Services​

 

From prospect research and case statements to full proposal writing and editing, our grant services help you take your institutional fundraising to the next level. We can handle the heavy lifting or work alongside your team to build internal skills and systems for long-term success.

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Fundraising Assessment​

 

Identify what’s working, what’s not, and where to focus next. Our fundraising assessments offer a clear, practical roadmap to help your team spend more time on results-driven activities. This is ideal for organizations ready to improve efficiency, grow revenue, or strengthen internal systems.

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Donor Relationship Coaching​

 

The key to good fundraising is your ability to connect meaningfully with donors—whether you’re just getting started or looking to scale up. We can help you find new donors and encourage existing donors to increase their support. You'll get step-by-step instructions with proven strategies, and the confidence to deepen donor relationships.

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Nonprofit Start Up Support​

 

We can help new nonprofits lay a strong foundation—clarifying mission, building boards, setting up fundraising systems—so they can launch confidently and grow with purpose. Whether you're just forming or refining your early-stage operations, we provide the tools, templates, and strategic guidance to build a strong foundation for long-term success.

The Library

The library

 

The Library is a great nonprofit starter (or re-starter) package. When you purchase our template Library, we will do basic customization on all the documents so you don't need to spend valuable time making them yours. Should you need professional fundraising help as well, we have a special package that also includes discounted consulting. All Chart Work monthly clients also get access to The Library documents.

 

All documents are editable, so if you do want to change them, add more organizational information, etc., no problem! We will also create up to two new templates for you upon request and Chart Work approval.​

The Library includes:

 

Annual Calendar - Internal Planning

Board Composition Matrix

Board Member Agreement

Budget Sample

Case for Support Worksheet

Conflict of Interest Questionnaire

Communications Plan

Donation Form

Event Brief

Event Budget

Gift Acceptance Policy - Long

Gift Acceptance Policy - Short

Goals and Strategies

Grant Funder Call Prep Sheet

Grants Tracker

In-Kind Gift Receipt

Letter of Inquiry - Grants

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Contact us to learn more about what The Library can do for you, and how Chart Work can support sustained organizational success.

Recurring Giving Program Language

Organization One Sheet

Pledge Confirmation Letter

Pledge Form

Pledge Invoice

Press Release

Project Profile and Planning Worksheet

Silent Auction, Item Donation Form

Silent Auction, Item Tracker

Sponsorship Commitment Form

Sponsorship Invoice

Sponsorship Solicitation Letter Sample

Tax Receipt Letter

Thank You Call Log

Thank You Call Script

Ways to Give

Ocean

Evan Kory, Santa Cruz Advocates for the Arts

“Wow, very impressive! You added so much depth to the narrative with very few words. Thank you very much for your support and intuitive perspective. It's a compelling narrative and I think the community will be very excited about the project.”

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