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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, collaborative guidance and tools to build internal capacity, 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: ​
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consulting SERVICES
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.
Fundraising Assessment​
Evaluating current fundraising strategies, systems, and activities through a structured, collaborative process—resulting in clear recommendations to improve efficiency, align internal efforts, and guide future investments.
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.
Donor Data Management​
Selecting and/or activating donor databases, implementing best practices, and building consistent internal processes to support fundraising success. Focusing on Bloomerang CRM, Little Green Light, and Raiser’s Edge.
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
E. 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.”