Athena Advising
Laurie Gettings
(401) 743-1933
athenaadvising@gmail.com
Westlake, OH
November 2019
Beyond Fundraising, LLC
Patricia G. Egan, MBA, CFRE, Principal
(216) 408-2335
patricia.egan@att.net
Bay Village, OH
Key Areas of Consulting:
- Campaigns: Annual, Capital, Feasibility, Planning, Management
- Grant Writing: Searches, Letters of Inquiry, On-Line Applications, Proposals, Reports
- Resource Development Planning: Comprehensive Plans, Annual Funds, Major Gifts, Grant Writing, Planned Giving, Special Events
- Board Training for Campaigns or Fund Development
- Strategic Planning: Retreats and Planning Sessions, Write Plans, Create Implementation Templates, Evaluation Metrics
- Special Events: For Profit, Non-Profit
- Sponsorship Packets: Development, Training for Support Solicitation
- Development Audits: Interviews with Stakeholders, Internal and External Evaluation, Reports with Recommendations
- Marketing and Communications: Plans, Message Design, Audits, Videos, Campaigns
- Outsourced Staff: Manage Fundraising Initiatives, Make Recommendations, Create Plans, Interface with Board, Represent with Funders
July 2017
Gerald R Jindra & Associates, LLC
Jerry Jindra, Managing Member
gjindra@grjinc.com
(216) 870-3332
10666 Stone Hinge Circle
North Royalton, Ohio 44133
Key Areas of Consulting:
Specializing in new and emerging development programs, as well as institutional marketing. Our focus is enabling organizations to re-evaluate present systems and focus on major gift development.
Types of consulting services:
- Feasibility Studies
- Capital Campaigns
- Major Donor Programs & Gift Clubs
- Marketing Program & Development Office Evaluation
- Institutional Marketing & Branding
- Direct Mail
- Board Development
- Copywriting
- Staff Training & Board Seminars
March 2019
Grants Plus
1422 Euclid Ave., Suite 650
Cleveland, OH 44115
www.grantsplus.com
https://www.facebook.com/grantsplus/
https://www.linkedin.com/company/grants-plus/
Since 2007, the powerhouse Grants Plus team has helped organizations raise more than $150 million from private, corporate, and government funders. We partner with organizations as their trusted advisors to identify funders, recommend strategies, and write proposals that help clients elevate their grants programs and make long-term gains.
Jonathan Craven, Client Engagement Associate
(216) 916-7376 ext. 19
jonathan.craven@grantsplus.com
Key Areas of Consulting:
Grant strategy + advising
Grant writing
Grant prospect research
July 2016
Tim McCormick, President
(440) 246-6615, office
(440) 522-1619, cell
tim@themccormickconsultants.com
700 Mildred Avenue
Lorain, OH 44052
www.themccormickconsultants.com
Key Areas of Consulting:
A full service Fundraising Firm; Capital Campaigns, Feasibility Studies, Annual Fund, and Grants. Organizational Development including: Capacity Building, Development Assessments/Plans. Strategic Planning and Board Development.
June 2016
McCormick & Jindra Consulting
Tim McCormick
(440) 522-1619
Jerry Jindra
(216) 870-3332
Jerry@Mc-Jindra.com
Key Areas of Consulting:
Just as each client’s organizational history, resources, and fund development experience is different, so are their consultation requirements. At McCormick & Jindra Consulting, we use a customized approach to meet the immediate needs of each client while creating a plan of action based on timely, achievable, and actionable strategies. Most importantly, those recommendations are realistically based on client resources and capacity. Specializing in new and emerging organizations and programs, McCormick & Jindra provides development counsel to all types of nonprofits, from small grassroots organizations to established institutions. Positioning clients to maximize donor response is the key, and McCormick & Jindra is uniquely suited for the task, having expertise in both institutional marketing and fund development. Each of the firm’s principals have nearly 40 years of experience in the non-profit arena, as organizational leaders and consultants.
January 2019
The Wasserman Consulting Group
Mitch Wasserman, President
(216) 295-8800, office
(216) 262-3978, cell
mitch@thewassermangroup.com
22310 Halburton Road
Beachwood, Ohio 44122
Key Areas of Consulting:
Planning
- Strategic business and fundraising plans.
- New program and business development.
- Development audits and external environmental scans.
- Collaborations and partnerships.
- Financial analysis.
Fund Development
- Interim development management/staffing.
- Grant research and writing (federal, state, county, city, private foundation and corporate giving sources).
- Capital campaign feasibility studies.
- Annual fund and capital campaigns.
- Staff and Board fundraising training.
Leadership
- Executive coaching.
- Board development and retreats.
- Committee assessments.
- Staff and board succession planning.
July 2017