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It is very easy to get caught up in the day-to-day needs of a nonprofit and lose track of the bigger picture. Are you solving problems with bandaids or with thoughtful solutions that look to the future?

 

Let us help you get on track with our fundraising assessment or targeted consulting that will provide a clear map to maximize staff time spent on results-focused activities. To become a donor management pro, we offer consulting that will provide you with clear goals, strategies, and practice to work with donors successfully. For those nonprofits ready to jump start institutional giving with professional grant services, we are here for you.

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To determine how we can help most effectively, complete a get-to-know-you form to schedule a free consultation.

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fundraising SERVICES

Targeted Consulting
Grant Writing
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Targeted Consulting​

You may not know what you need, or may have a need that is not articulated in our structured services. After an initial discussion, we will provide you with a detailed work proposal or will do our best to connect you with other resources.

Fundraising Assessment
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Grant Services​

From grant readiness, to researching and applying for the right grant proposals, a grant program requires a carefully developed strategy, focused time, and the experience to develop productive relationships with funders. Let us do the heavy lifting to enhance your institutional giving program.

The Library
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Fundraising Assessment​

In order to know where you need to go, you need a clear picture of where you are. Let us help your organization get back on track with a multi-session assessment that will provide a clear map to maximize time spent on results-focused fundraising activities.

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

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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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