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Social Profit Partners

Experts in Organizational Advancement

Today's nonprofit leaders face a competitive field in a world of diminished resources. However, even in this environment, some nonprofits are thriving. What are they doing that others are not? How can nonprofit leaders successfully secure the resources they need in the midst of profound donor and market changes?

Social Profit Partners was created to address the unique challenges nonprofits face today. We are a team of experienced professionals that offers a continuum of services to help nonprofits/social profits construct relevant, sustainable funding models.

We help clients create and execute action-oriented development plans and prepare their boards and staff to operate for long-term organizational advancement. Our services include:

Strategic Planning

Clarity to magnify fundraising impact and to get the resources and allies you need.

Development Audits

Prepare now to create a positive future. A development audit is an in-depth review of how you approach fundraising, focusing on your return on investment. We analyze staff and volunteer structures and how their assignments connect to organizational goals. We review donor data, financial reporting and governing policies. Development audits provide invaluable advance preparation for planning processes, special projects, or capital campaigns.

Action-Oriented Development Plans

There is power in a clear and concise road map guiding you toward your short- and long-term fundraising goals. We facilitate and orchestrate a dynamic planning process that includes key staff, board members, select donors, and volunteers. We take your big-picture thinking and vision, and drill down to the action steps your leaders need to do the most valuable things first. The end result is a clear and relevant plan, embraced by your board and staff, that typically includes 3-year development goals, strategies to achieve them, measurable benchmarks, and a first-year action plan.

Magnifying Board Impact

A recent survey identified board involvement as a weak link for too many organizations. Social Profit Partners has created a set of workshops, board engagement processes, and solicitation trainings to take advantage of today's opportunities to build stronger staff and volunteer connections.

Accountability Improvement

Funders want accountability and measurable results. SPP has developed a set of participatory workshops to get you ahead of the funder reporting curve by helping you describe your work in ways that connect directly to funder values as well as create a compelling narrative. Accountability is also a powerful lens for dealing with chronic problems. We diagnose the cause of problems and then work with you to deliver measurable increases in organizational effectiveness.

Mergers

Timely mergers can result in back office cost savings, better services, and more targeted impact. How can your organization combine resources and expertise to gain economies of scale and amplify impact? Careful consideration of cultures and systems is critical for success. There is great potential to create new, real value. Executive and board coaching is available.

Lifeline For the Future

Use legacy gifts to help build a sustainable funding model for your organization. Did you know that more money comes to nonprofits from bequests than from ALL of America's corporate philanthropy combined? We can help you connect with loyal donors to build a pipeline of future income from bequests that will sustain, strengthen, and advance your organization. Building a reliable bequest stream is a powerful step towards achieving diversified and sustainable funding. Our gift planning services include planned gift assessments, creating legacy and bequest campaign cases and plans, one-on-one coaching, sessions with donors, and board and staff workshops. We also offer traditional planned gift strategy assistance in areas including charitable trusts, gift annuities, and other gift planning vehicles.

Capital Campaign Preparations

Every campaign is unique depending on the life stage of the organization, depth of staff and volunteer experiences, and current donor marketplace. Our approach is to build staff and volunteer skills and confidence from the start of your feasibility study through to your building dedication, endowment or capital project celebration. Our senior partners work directly with you throughout the entire process. Over the years, our consultants have been called in to provide staff with targeted coaching to complete stalled campaigns managed by others. As a result, we have unique insights into what works as well as pitfalls to avoid.