Senior leadership,
built around your needs.
We match the right expert to every engagement. Every service is available as a fractional retainer, a defined project, an advisory relationship, or a one-time assessment.
Fundraising & Development
Whether you need strategic direction, hands-on campaign management, or coaching for your existing team, we bring the expertise to move your program forward.
Fractional CDO
Part-time CDO leadership for organizations that need senior development strategy, team oversight, and board partnership without a full-time hire. We build the plan, lead the team, and own results alongside you.
Major Gifts & Mid-Level
Moves management system design and implementation, donor portfolio strategy, prospect identification and research, solicitation preparation and coaching, and stewardship planning for your individual giving program at every level.
Annual Fund & Direct Response
Multi-channel annual fund strategy across mail, email, digital, and phone. Sustainer program launch and optimization. Mid-level donor program design. Donor acquisition and lapsed donor reactivation. Campaign calendar development and execution oversight.
Planned & Legacy Giving
Planned giving program design and launch, legacy society creation and stewardship, asset-based giving conversations and donor education, and instructor-level training for staff and board members. Affiliated with Asset Giving University through NCF California.
Capital Campaign Counsel
Feasibility study preparation and stakeholder interviews, campaign readiness assessment, case for support development, leadership gift identification and solicitation strategy, volunteer leadership coaching, and campaign communications from launch to close.
Fundraising Marketing & Communications
Case for support writing, donor impact storytelling, appeal copywriting across mail and digital, stewardship report writing, annual report strategy, and integrated campaign messaging that connects donor passion to organizational priority.
AI Integration & Acceleration
We help nonprofit teams identify, implement, and embed practical AI tools that cut time on routine work and redirect capacity toward mission-critical priorities.
AI Readiness Assessment
An audit of your current workflows across fundraising, communications, finance, and operations — identifying where AI tools deliver the highest return on staff time and organizational investment.
Tool Selection & Implementation
Vendor-neutral guidance on selecting and implementing AI tools that fit your team's capacity, your budget, and your mission — with hands-on onboarding and staff training included.
Fundraising & Communications Acceleration
Embedding AI-assisted workflows into donor communications, appeal writing, grant prospecting, and stewardship so your development team produces more with the capacity it already has.
Operations & Reporting Efficiency
Applying AI tools to financial reporting, board communications, HR processes, and operational workflows to reduce administrative burden and free leadership to focus on strategy.
Nonprofit Financial Services
We provide the financial discipline and reporting clarity that mission-driven organizations need to make confident decisions and demonstrate accountability to funders and boards.
Fractional CFO
Part-time CFO-level financial leadership including strategic financial planning, board and Finance Committee reporting, budget oversight, and organizational financial health assessment.
Fund Accounting & Bookkeeping
Accurate, compliant fund accounting for nonprofits including cost center tracking, grant allocation, revenue recognition, and monthly financial statement preparation.
Budgeting, Forecasting & Reporting
Annual budget development, multi-year financial projections, variance analysis, and custom financial reporting designed for nonprofit leadership and board audiences.
Audit Coordination & Compliance
Coordination with independent CPA firms for annual audits and tax return preparation, internal controls review, and financial policy and procedure development.
Financial System Assessment
Evaluation of existing financial systems, processes, and software with recommendations for improved efficiency, accuracy, and organizational accountability.
Operations Consulting
Strong operations are the foundation of mission delivery. We help nonprofits build the internal structure, processes, and accountability systems that allow leadership to focus on impact rather than firefighting.
Fractional COO
Part-time COO-level leadership for organizations managing growth, transition, or restructuring. We assess current operations, identify gaps, and build the systems and teams needed to execute on strategy.
Organizational Structure & Process
Staff structure assessment, role clarity and accountability frameworks, workflow design, and process documentation for organizations at any stage of development.
KPI Architecture & Reporting
Design and implementation of key performance indicators, dashboard reporting, and organizational accountability systems aligned to your strategic plan.
Change Management
Structured support for organizations navigating leadership transition, strategic pivots, restructuring, or culture change. We work alongside your leadership team to manage the human and operational dimensions of change.
Executive Coaching & Staff Development
One-on-one coaching for nonprofit CEOs, CDOs, and senior leaders. Team coaching and professional development programming for development and operations staff.
Executive Recruitment
Personalized search for senior nonprofit leaders, drawing on decades of sector relationships and nearly 100 completed placements.
CDO & Development Leadership Search
Retained search for chief development officers, vice presidents of philanthropy, major gift officers, and development directors — with personal vetting by Kat Landa, CFRE.
CFO & Financial Leadership Search
Retained search for chief financial officers, controllers, and senior finance leaders in nonprofit organizations — with personal vetting by David Landa, CPA.
COO & Operations Leadership Search
Search for chief operating officers and senior operations leaders at organizations navigating growth, restructuring, or leadership transition.
CEO & Executive Director Search
Retained search for chief executives and executive directors, with sector-specific candidate assessment and stakeholder engagement throughout the process.
Engagement options.
Fractional Retainer
Ongoing part-time leadership, typically 10 to 20 hours per month. Best for organizations that need consistent senior strategy and team oversight over time.
Project Engagement
Defined scope, timeline, and deliverables. Best for capital campaigns, program launches, assessments, and other time-bound initiatives.
Advisory & Coaching
Monthly sessions for executive leaders and development staff. Best for organizations with capable teams that benefit from senior outside perspective.
Assessment
A one-time audit of your development program, financial systems, or operations with written findings and prioritized recommendations.