DIRECTIVE CONSULTING PORTFOLIO

whitePaper | November 26, 2019

Our dedicated team has delivered digital projects to over 100 customers in the charity and membership sector. Throughout these projects, as well as dedicated events, roundtables and partnerships, we have learnt a lot about what makes a successful CRM strategy. As part of our commitment to non-profits, we’ve taken some key learnings from our team, our customers and attendees at our events, and compiled this guide to help you in the planning, execution and maintenance of your digital strategy. Thank you to all of our contributors for sharing valuable insight and advice.

whitePaper | November 30, 2021

The board of directors plays a pivotal role in every organization’s success. These volunteer leaders set a nonprofit’s strategic direction, manage its finances, and provide governance oversight. Not an easy job. Board members also play an invaluable role in an organization’s fundraising efforts. Their support (whether in time or dollars) can affect donor behavior and impacts a development team’s job satisfaction and likelihood for success. But turning a supportive board member into fundraising ally can be challenging, so we’ve compiled tips on how to empower your board and see results.

whitePaper | April 7, 2021

As your nonprofit organization grows, so should your accounting software. The financial responsibilities of a nonprofit evolve over time as the organization achieves its goals, expands its mission and adapts to new variables.

whitePaper | December 21, 2021

We live in a world that is changing both rapidly and dramatically. Climate change threatens hundreds of millions. Policy changes have reduced or eliminated many of the benefits in healthcare, education, and other areas. Mass migration overwhelms the availability of resources needed as a result of the influx of new immigrants. The public sector can’t keep up, which means that philanthropy needs to work harder than ever to fill the gaps and improve people’s lives. At the same time, philanthropy has a new generation of mega-donors, many of whom come from the tech sector and find the established processes in funding dated and limiting: they lack capacity, visibility, and the ability to collaborate widely. The rapid growth in donors and money flowing through the system, coupled with the increasing demand for nonprofits to meet needs locally and globally, make it harder for all of us to quickly and efficiently connect funders to the boots on the ground.

whitePaper | November 13, 2019

Well documented research shows that much like humans, organizations move through predictable life cycle stages and developmental milestones. A stage is a developmental period when characteristic and predictable patterns of behavior are present and particular tasks are accomplished. Applied to nonprofit organizations, the organizational life cycle framework illuminates the significant events at each stage of a nonprofit organization’s life that are crucial for its continued development and success.

whitePaper | January 20, 2021

This past year was challenging yet transformational for the nonprofit sector. With organizations facing a sudden shift to remote operations, our country experiencing a nationwide reckoning on racial equity, and a drastically changing fundraising landscape, nonprofits were forced to reexamine the operations and traits needed to carry them into the future.