ANR can help nonprofits with:

- Fiscal
- Fundraising
- Human Resources
- Information Technology
- Management
- Marketing & Design
- Quality & Compliance
- Strategic Planning

Adam can help nonprofits with:

- Governance
- Fundraising
- Leadership/Management
- Collaborations
- Connecting you with a consultant that makes sense for your needs

Anthony Chiarelli and Preston Carney can assist nonprofits with:

- Planned/Alternative Giving Strategies
- Group Retirement Plans
- Comprehensive Financial Planning
- Financial Education
- Investment Management
- Endowment Funds

Ben and OneBridge Benefits can help nonprofits with:

- Unique ways to strengthen recruitment and retention with their benefits offerings.

Bob and the Strategic Path team can help nonprofits with:

Employee Level:
- Basic financial rules-of-thumb
- Resources to learn themselves and also give to the people they serve
- FEC (Financial Empowerment Centers) partnership to get people back on track financially

Employer Level:
- Analyze the current retirement platform
- Analyze the aspects of the plan (product, funds, fees, and committee documentation)
- Suggest processes to minimize fiduciary liability to the executive directors and boards

Brandon & PPF can assist with:

- Operations at a 501(c)(3) through Fiscal Sponsorship
- IRS Compliance
- Customer service and adherence to best philanthropic practices
- Grant application support
- Financial bookkeeping services

Casie can help nonprofit executives create harmonious working environments by:

- Coaching conversation skills from executives to entry-level employees
- Training nonverbal and verbal communication skills
- Training social and emotional intelligence skills
- Offering HRDQ What's My Communication Style? assessment
- Offering ISEI Social and Emotional Intelligence Profile assessment
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Cathy can help with:

- Verifying your nonprofit is up to date with compliance requirements
- Reducing the risk of cyber security, working with your team to protect your nonprofit
- Your Microsoft Tenant - getting you the appropriate nonprofit licensing
- Providing day to day maintenance - planning and executing technology

Chris can help nonprofits with:

- Social media strategy
- Social media content
- Social media auditing
- Content marketing
- Video marketing
- Podcasting

Court can help nonprofits with:

- Project management
- Strategic planning
- Sustainable development/triple bottom line practices
- Group facilitation
- Funder relations
- Professional coaching

Debbie and MPB can help nonprofits with:

- Audit, Review, and Compilation services
- Part-time CFO services
- Bookkeeping and accounting services
- Consulting services including:
o Budgeting
o Forecasting
o Staff training
o Financial statement preparation
o Preparation for an upcoming audit
o QuickBooks
- Payroll services
- 990 and BCO-10 preparation

Debra can help nonprofits with:

- Strategic and Business Planning
- Public and Stakeholder Engagement
- Education and Support around the Standards for Excellence® (best practices for nonprofits)
- Market Research (needs assessment, customer satisfaction, employee engagement)
- Board Governance and Restructuring Support
- Program Development and Implementation Support
- Major Gifts Consulting and Capital Campaign Counsel
- Program Evaluation

Emma can help nonprofits with:

- Strategic guidance for nonprofits in transition
- Fundraising support for organizations looking to augment their revenue
- Assessment and planning to help move your nonprofits’ mission forward

Erin can help nonprofits with:

- Funding announcement review
- Grant proposal preparation, writing, and submission
- Grant reporting guidance
- Facilitate Design Thinking projects

Jacqui can help nonprofits with:

- Strategic Planning
- Market Research (needs assessment, customer satisfaction, employee engagement)
- Board Governance and Restructuring Support
- Program Development and Program Evaluation
- Education and support around the Standards for Excellence® (best practices for nonprofits)
- Data analysis and turning data into meaningful information

Jeff can help nonprofits with:

- Re-positioning the organization to both survive and grow post Covid 19
- Developing a comprehensive fundraising plan
- Capital Campaign counsel
- Feasibility Studies
- Development Audits/Program Reviews
- Serving as an interim Chief Fundraising Officer or Executive Director
- Major Gifts counsel
- One-on-one strategic advisement
- Annual Fund counsel
- Board Relations/Communications
- Developing Fundraising Policies and Procedures

Jenny can help nonprofits with:

- Brand Development
- Graphic Design Services
- Ad Awareness Campaigns
- Strategic Marketing Roadmaps (Plans) & Marketing Measuring
- Fractionalized Marketing Director

Joe Lantz and Shorebridge can help nonprofits with:

- Asset Allocation Guidance
- Investment Policy Statement Consulting
- Spending Policy Analysis and Development
- Portfolio Management
- 401(k) and 403(b) advisement
- Fiduciary process guidance and education
- Board/Investment Committee Education
- Socially Responsible Investing Education and Implementation
- Identifying Vehicles for Gifting Assets
- Personal Wealth Planning and Investment Management

Marcus can help nonprofits with:

- (DEI) Diversity, Equity, and Inclusion:
- Educational Trainings
- Mission & Vision Recalibration strategies
- Strategic planning and implementation
- - Strategic alliance analysis
- Collaboration & sustainability strategies
- Donor relations strategies
- Leadership and organizational development

Matthew Gordon and Davevic/Acrisure can help nonprofits with:

- Technology Driven Employee Benefit Solutions
o Group Products and Service Expertise
o Benefits Administration – Online Technology
o TPA Services (COBRA, HRA, FSA, HSA)
o Compliance Services
o HR Services
o ICHRA’s
o Medicare and Individual Insurance

Matt can help nonprofits with:

- Employee benefit cost analysis
- Total Rewards benefit Strategies
- Benchmarking and trends analysis
- Multigenerational Workforce analysis
- Cost containment strategies
- Employee contribution structures
- Benefit design risk vs reward reporting
- Risk improvement plans
- Long term employee benefit risk management strategies
- Vendor assessments

Mike can help nonprofits with:

- Web site design, writing, development
- Web site management of existing site (plugin updating, software updates, backups, etc.)
- Accessibility
- Content Strategy
- Search engine optimization
- Website analytics, tracking and reporting

Rachel can help nonprofits with:

- Researching and Finding Grants
- Writing Grants
- Grant Review
- Using the Foundation Directory Online and Guidestar

Shannon can help nonprofits with:

- Determining grant readiness
- Creating Funding Strategy
- Identifying grant opportunities
- Reporting on awarded grants
- Grant writing

Stephanie & 100 Degrees Consulting can help nonprofits with:

- Budget development
- Cash flow forecasting
- Audit preparation and support
- Revenue and expense projections
- Financial reporting for leadership, boards, donors
- Accounting and bookkeeping
- 990 preparation

Steve and the Carter team can help nonprofits with:

- Fundraising
- Organizational Planning
- Governance

Steven can help nonprofits with:

- Retirement Planning for Individuals and Businesses (including 403(b) / 401(k))
- Personalized Financial Consultation and 4 Cornerstone Approach
- Business Succession and Individual Estate Planning
- Insurance Solutions (Term/Permanent) for Protection and Planning
- Tax Management for Investments
- Risk Management and Protection Strategies
- Education Funding Options
- Employee and Executive Benefits Services
- Comprehensive Financial Mapping Service

Susan can help nonprofits with:

- Planning - towards a vision, for programs, for a change
- Creating leadership across the organization
- Succession planning
- Conflict management and communication
- Liberatory organizational structures

Ted can help nonprofits with:

- Capital, major gift and comprehensive campaigns
- The major gifts component of an annual gifts program
- Campaign feasibility studies
- Nonprofit fundraising audit

Tim and TrailBlaze can assist nonprofits with:

- Marketing Strategy
- Branding & Graphic Design
- Campaign Development & Execution
- Social Media Strategy / Management
- Event Planning & Execution
- Media, PR, & Storytelling
- Marketing/Communications Capacity & Marketing-in-Residence

Trina can help nonprofits with:

- Vision, Mission and Strategic Planning
- Leadership and Team Development
- Improving Meetings and Communications
- Board Governance and Board Development
- Meeting and Retreat Facilitation

Wendy and Stephanie can help nonprofits with:

- Consulting Engagements
- Interim leadership/ED
- Coaching
- Training
- Governance and Board Development
- Online community of nonprofit leaders