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Fundraising Consulting


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Fundraising Consulting


 

Fundraising Strategies That Work

Every nonprofit has unique strengths, challenges, and opportunities—no matter where you are in your fundraising journey, deploying the right strategy makes all the difference in successful outcomes. The VisionConnect team brings decades of hands-on experience in fundraising leadership, consulting, and nonprofit management, helping you refine your approach to strategy, engage donors more effectively, and build lasting financial stability.

Too often, fundraising can feel reactive—rushing to meet budgetary needs or relying on the same tactics year after year. We help you take a more strategic, intentional approach, ensuring that your fundraising efforts strengthen donor relationships, maximize efficiency, and create long-term financial sustainability. That means identifying the right opportunities and aligning fundraising efforts with your mission and goals. Whether you’re expanding an existing program or building something from the ground up, we work alongside you to turn fundraising aspirations into action.

Our expertise includes:

  • Feasibility StudiesAssessing readiness for capital campaigns and engaging key stakeholders.

  • Capital Campaign ConsultingStructuring and managing early-phase campaign efforts.

  • Major Gifts & Moves ManagementDeveloping portfolios, strategies, and data-driven donor engagement.

  • Planned Giving StrategyHelping you establish and grow legacy giving programs.

  • Fund Development AuditsEvaluating fundraising effectiveness and identifying growth opportunities.

  • Fundraising TrainingStrengthening board, staff, and volunteer fundraising capacity.

  • Database Wealth Screening & AnalysisIdentifying and prioritizing major donor prospects.

  • Grant Writing SupportConnecting you with expert grant writing partners.

let’s get to work

 

Strategic Planning


Strategic Planning


 

Strategic Planning That Moves You Forward

Every nonprofit needs a clear path to turn big ideas into real impact—but getting there takes more than just good intentions. The VisionConnect team helps organizations bridge the gap between vision and execution, ensuring that their mission, values, and goals translate into practical, achievable outcomes. With decades of experience in fundraising, governance, and nonprofit leadership, we understand the complexities nonprofits face and how to build a plan that is both ambitious and actionable.

A Plan That Connects Vision to Impact

A strong strategic plan isn’t just about setting goals—it’s about understanding the logic behind change and mapping out a realistic way to get there. That’s why we take a holistic design approach, helping organizations clarify the connection between their work and the long-term impact they want to achieve. We don’t just ask what you want to do—we help define why it matters and how to make it happen. By identifying key milestones, strategies, and the resources needed to move forward, we ensure that your plan is clear, practical, and built for real-world success.

How We Work

Our process is inclusive, engaging, and built for real-world success:

  1. Discovery & Listening—We start by understanding your nonprofit’s story—where you’ve been, where you are, and where you want to go. Through interviews, surveys, and group discussions, we uncover the challenges, opportunities, and aspirations that will shape your plan.

  2. Engaging Stakeholders—Strategic planning isn’t a top-down process. We facilitate conversations that bring together board members, staff, donors, and community partners—so your plan reflects the voices and expertise of those closest to your mission.

  3. Building the Framework—We organize your priorities into a clear, structured roadmap, identifying goals, strategies, and action steps that are practical, measurable, and aligned with your mission.

  4. Bringing It to Life—A strategic plan is only valuable if it’s used. We ensure buy-in from leadership and staff, build in evaluation and accountability measures, and help you develop the systems and tools to track progress and adapt as needed.

Let’s start planning

 

Good governance


Good governance


 

Stronger Boards, Bigger Impact

A strong board isn’t just an asset—it’s essential. Your board of directors is critical in setting strategic direction, securing resources, and providing oversight. But effective governance doesn’t happen by chance. It requires clear expectations, engaged leadership, and a shared commitment to advancing your mission.

With decades of experience in nonprofit leadership, board service, and governance consulting, our team helps your board lead with confidence. As BoardSource Certified Governance Trainers, we bring expertise and real-world insight, ensuring that nonprofit boards understand and embrace their roles. Whether guiding a board through self-assessment, strengthening leadership structures, or facilitating retreats, we help build engaged, effective boards that drive lasting impact.

CUSTOMIZED SUPPORT FOR BOARD EXCELLENCE

Every board has different strengths and challenges. That’s why we take a tailored approach, offering services that meet you where you are:

  • Board Self-AssessmentsIdentifying opportunities for board development and strengthening governance practices.

  • Board Training & FacilitationIntroducing and enforcing key topics such as board roles, fundraising engagement, and high-performance structures.

  • Leadership CoachingStrengthening the board-executive director partnership for greater collaboration and impact.

  • Board Recruitment & OrientationHelping you attract, onboard, and prepare the right board members for service.

  • Retreat FacilitationWorking with your team to design and facilitate engaging and productive retreats to foster alignment, strategy, and action.

THE POWER OF AN EFFECTIVE BOARD

An underperforming board can hold an organization back, while a well-equipped, engaged board can propel it forward. Strong governance leads to:

  • Better decision-making at every level.

  • Stronger financial stewardship and fundraising leadership.

  • Increased accountability and mission alignment.

  • A more collaborative, purpose-driven culture.

LET’S STRENGTHEN YOUR BOARD

 
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Organizational Design


Organizational Design


 

Designing Nonprofits for Efficiency and Impact

A nonprofit’s impact depends not only on what it does but also on how it’s structured to sustain and scale its work effectively. Decision-making, resource allocation, and team structure shape a nonprofit’s ability to fulfill its mission. Organizational design must evolve as the nonprofit grows.

With decades of experience in fundraising, organizational leadership, and nonprofit systems, the team at VisionConnect understands how structure, strategy, and engagement intersect. We help you evaluate your operations, identify inefficiencies, and create frameworks aligning your mission and long-term goals. Whether your organization is growing, restructuring, or simply refining its approach, we bring a thoughtful, analytical, and strategic lens to organizational design and auditing.

Blueprinting Your Organization for Success

Think of organizational design as the blueprint for how a nonprofit operates—who does what, how decisions are made, and how resources flow. Ongoing design auditing is like checking that blueprint regularly to ensure everything works as intended and making improvements when necessary.

We go beyond the rules and processes—we take a big-picture approach that includes your values, mission, and impact. We ensure a nonprofit’s structure is both efficient and mission-aligned. When issues arise, we uncover systemic causes and identify solutions.

Our Process for Nonprofits

1. Philosophical Foundations—Every nonprofit exists for a reason (its mission). We examine whether the organization's structure supports that mission or if barriers are getting in the way.

2. Organizational Systems—We assess how well the nonprofit functions in leadership, decision-making, and internal processes. This isn’t just about compliance or checking boxes—we look at deeper issues that may be slowing progress or causing inefficiencies.

3. Stakeholder Involvement—Nonprofits rely on people—donors, board members, volunteers, and beneficiaries. We evaluate how engaged these stakeholders are and whether they feel connected to and supportive of the organization’s work.

4. Continuous Improvement—Like any organization, nonprofits need to adapt. We ensure a process for ongoing reflection and adjustments so the nonprofit stays relevant, effective, and true to its mission over time.

Let’s start building