Consultant List


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

Jeffrey M. Bowen, MNO, CFRE

Jeffrey Bowen
(216) 409-1199

Cleveland, OH

Key Areas of Consulting:

  • Annual Fund & Major Gifts Program Development
  • Interim Management & Fundraising
  • Fundraising Training
  • Board President & Chief Executive Coaching
  • Strategic Recruitment & Onboarding
  • Board Roles & Responsibilities
  • Refreshing, Energizing & Expanding The Board
  • Board Fundraising
  • Effective Use of Committees
  • Collaborative Partnerships & Community Relations
  • Retreat & Workshop Facilitation

June 2017

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

March 2019

Grants Plus

1422 Euclid Ave., Suite 650
Cleveland, OH 44115

Since 2007, the powerhouse Grants Plus team has helped organizations raise $100 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.

Lauren Steiner, President
(216) 916-7376 ext. 1

Dana Textoris, Director of Client Engagement
(216) 916-7376 ext. 11

Key Areas of Consulting:

Grant strategy + advising
Grant writing
Grant prospect research

July 2016

Inbloom Consulting

Megan Bush Granson, President and CEO

(216) 273-9900 Office
(216) 789-8111 Cell

Michelle D.B. Knoblock, Principal and COO
216-273-9900 Office

Key Areas of Consulting:


  • Constituency Segmentation & Definition
  • Marketing Communications Tools & Strategy
  • Strategic Business & Fundraising Planning


  • Fundraising Strategy Execution & Coaching/Training
  • Business Development
  • Identification & Implementation of Technology Solutions
  • Growth & Engagement of Prospect Lists


  • Board Development – Training & Recruiting
  • Development of Metrics for Success
  • Process & Change Management

March 2017

Kimball Consulting

William J. Kimball, D.Min., CFRE, President
(216) 570-0100
1301 Bridget Lane
Twinsburg, OH 44087

Serving Ohio and Michigan
We help you build the capacity to realize your vision and execute your mission.

Key Areas of Consulting:

  • Planned Giving
  • Capital Campaigns
  • Feasibility Studies
  • Fundraising Audits
  • Small Nonprofit Capacity Building
  • Workshops
  • Board Fundraising and Retreats
  • Executive Leadership Interim Development and Administration
  • Church and Faith Based Organizations Fundraising
  • Sponsorships
  • Marketing and Branding

July 2017

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.

June 2016

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

Resource Development Network

Karen Owens, President
(440) 951-4284

Year founded: 1988
Service area: North/North Central Ohio

Key Areas of Consulting:

Experienced team offers full-service consulting including:

  • Planning and counsel for capital, endowment, annual campaigns
  • Feasibility studies
  • Development audits
  • Strategic fund-raising plans
  • Prospect research
  • Grant preparation/review
  • Planned giving

Related services include:

  • Board Retreats
  • Strategic Planning and Organizational Assessment
  • Interim Management (Administrative, Development)
  • Solicitation Training
  • Staff Recruiting & Training/Mentoring
  • Principles of Successful Fund-Raising, a comprehensive educational series attended by more than 3,500 nonprofit professionals and volunteers, presented at location of your choice, and structured to meet the specific needs of the development program.

February 2017

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