.png){kind=small}
Scaling your fundraising program can be hard. We make it easier.
Effective Philanthropy Advisors has a demonstrated track record of scaling young departments, evaluating and adjusting existing large-scale shops, or launching new teams and departments from idea to seven-figure giving streams. Our team has raised hundreds of millions of dollars in donations for our fundraising clients.
From thoughtful recommendations to tailored implementation strategies, Effective Philanthropy Advisors will provide your team with the toolkits and support they need to help grow your program.
​
​
​
Strategic Advising
EPA will work with your leadership to provide tailored coaching, support, moves management, donor engagement strategy development, revenue projections, and more. We provide day-to-day, weekly, or monthly support based on your needs.
Fundraising Growth Plans
EPA will create action-driven, single or multi-year strategies and plans for your organization to achieve year-over-year growth across your individual giving, annual fund, or institutional giving streams. Our team will EPA also has expertise in developing implementation plans to grow and sustain your fundraising program over time.
Portfolio & KPI Design
EPA will work with your team to design, re-design, and prioritize donors and prospects in your CRM. We'll prepare your team to achieve quantitative and qualitative goals for their portfolios by developing individual or team-wide KPIs. We can also provide industry-leading wealth screens and analyses to set your team up for success.
Interim Leadership
EPA will fill essential positions until a new hire can be made. EPA has provided interim leadership for Chief Development Officers, VP Institutional Giving, Grant Writers, and more. We'll provide day-to-day management, measure progress toward goals, implement stop-gap measures, and onboard your new hires.
Executive Coaching
EPA will provide tailored moves management strategies with executive leadership to activate their portfolios, close your budgeted asks, and position your organization for support.
​
We also provide this coaching to your board, C-Suite, VP, or Director-level staff, as well.
Grant Writing & Cases for Support
EPA will create compelling grant application packages for your public or private fundraising streams. Based on your individual needs, we can provide generative content, reviews, and more. We can also lead the development or refinement of your organization's case for support for use with donors and funders.