Sustainability Planning


Sustainability Planning

We have helped raised more than $50 million for institutions across Canada.  We will work with you to create a customizable sustainability plan to support the mission of your organization.

Our Services Include:

  • Development of multi-year Development Plans
  • Annual Planning
  • Fundraising Implementation Coaching
  • Capital Campaign Management
  • Board Development and Engagement
  • Prospect Identification
  • Donor Cultivation & Stewardship
  • Development of Case for Support
  • Identifying government and foundation supporters
  • Corporate Giving Strategies
  • Social Enterprise Planning
  • Marketing & Strategic Communications

Our Approach


Internal Assessment

In this step, an extensive internal assessment of the existing knowledge, capacities and strengths of the organization to embark on the process. In order to build a well-designed Fund Development Plan this step will inform how we will move forward. This will be done through phone conversations and face-to-face meetings with board members and other stakeholders.

Landscape Analysis

We will conduct a fundraising audit of  current financials; pre-existing donors and supporters; challenges and opportunities; governance and systems; prospects and fundraising culture; and the external environment We will also conduct a fundraising reviewing looking at current fundraising channels; fundraising results, what’s working and what’s not working.


The Plan

We will develop a  Fund Development Plan which provides clear direction on the roles, responsibilities, outreach and marketing, and several channels to explore in relation to securing diverse and sustainable funding . The Plan will be validated with the staff and board in line with internal processes and is intended to provide a detailed and practical plan to manage all current and future revenue streams.


Implementation Planning

We ensure that the necessary processes and protocols are in place to develop proposals, engage with donors, and to ensure that your work is focused. We will develop an Operational Plan and Measurement Framework that will include both revenue and programmatic targets for each existing and new fundraising channel that will be selected.



Finally, we will lead in implementation of the plan, including grant writing, development of fundraising collateral and management of fundraising campaigns.   We work with a team of designer, grant writers, storytellers and event specialist to ensure that your plan is executed effectively.


Implementation Coaching

We provide private coaching sessions. In these sessions, we make suggestions and offer advice on how to execute your fundraising plan.  We also offer an in-depth, personalized, training program to your board of directors, staff members and volunteers.


Not every nonprofit is quite ready to write grants — and be competitive for funding. We assess your organization for grant readiness and then compile and implement a detailed plan of action for program and organizational development. All of these grant writing services will help your nonprofit become grant ready.


We’re able to help with a variety of activities related to grant writing, including outcome measurement, data tracking, grant compliance monitoring, grant reports, site visit preparation, and more.


Let's Get Started.

Contact us today for a free consultation.