Consultant List


Athena Advising

Laurie Gettings
(401) 743-1933 
Westlake, OH

November 2019

Beyond Fundraising, LLC

Patricia G. Egan, MBA, CFRE, Principal
(216) 408-2335
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


Evergreen Strategic Consultants

Nora Hennessy
(216) 288-1301 
4463 West 225th Street
Cleveland OH 44126

Key Areas of Consulting:

Evergreen offers value-driven, innovative products, as well as tools, resources, and expert advice on real problem-solving solutions.

  • Internal Assessment of Fund Development
  • Infrastructure
  • Campaign Strategy Management
  • Campaign Feasibility Studies
  • Environmental Scanning (Internal & External)
  • Business Planning
  • Advisory Services
  • Interim Staffing

September 2020


Gerald R Jindra & Associates, LLC

Jerry Jindra, Managing Member
(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

July 2017


Grants Plus

1422 Euclid Ave., Suite 650
Cleveland, OH 44115

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.

Sarah Dave, Managing Director
216-916-7376 x3

Key Areas of Consulting:
Grant strategy + advising
Grant writing
Grant prospect research

July 2017


MAR Consultants

329 Carol Lane
Elyria, OH 44035

Michelle Robertson, Principal

Key Areas of Consulting:
Board Development - Retreat Planning, Campaign Preparation, Leadership Training Development
Writing & Photography - Major Gift & Grant Proposals, Campaign Case Statements
Strategic Planning
Campaign Planning
Special Event Design and Planning

August 2021


McCormick Consulting

Tim McCormick, President
(440) 246-6615, office
(440) 522-1619, cell

700 Mildred Avenue
Lorain, OH 44052

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.

July 2017


McCormick & Jindra Consulting

Tim McCormick
(440) 522-1619

Jerry Jindra
(216) 870-3332

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

22310 Halburton Road
Beachwood, Ohio 44122

Key Areas of Consulting:


  • 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.


  • Executive coaching.
  • Board development and retreats.
  • Committee assessments.
  • Staff and board succession planning.

July 2017