SERVICES

Strategic Solutions for Nonprofit Success

We provide a comprehensive suite of services tailored to the unique needs of nonprofit organizations. Our goal is to equip you with the strategies, tools, and support necessary to maximize your community impact.

Core Services

Strategic Implementation and Community Impact

Helping organizations move from vision to measurable outcomes. We facilitate strategic planning sessions, develop implementation roadmaps, and conduct impact assessments to evaluate program effectiveness

Helping organizations move from vision to measurable outcomes.

Facilitate strategic planning sessions to align mission, goals, and community needs
Develop implementation of roadmaps with timelines, KPIs, and stakeholder roles
Conduct impact assessments to evaluate program effectiveness and guide future investment

Loan Fund Development and Execution

Building sustainable capital solutions for underserved communities. We design loan fund structures, develop underwriting guidelines, and support fundraising strategies to capitalize the fund.

Building sustainable capital solutions for underserved communities.
Design loan fund structures tailored to local economic development goals
Develop underwriting guidelines, risk management protocols, and reporting tools
Business Development to maximize utilization of the fund
Support fundraising strategies and investor outreach to capitalize the fund

CDFI Certification

Navigating the path to becoming a certified Community Development Financial Institution. We conduct readiness assessments, prepare and submit applications, and advise on governance to meet compliance standards.

Navigating the path to becoming a certified Community Development Financial Institution.
Conduct readiness assessments and gap analyses for certification
Prepare and submit CDFI Fund applications with supporting documentation
Advise on governance, financials, and impact metrics to meet compliance standards

FHLB Applications

Guiding clients through Federal Home Loan Bank funding opportunities. We assess eligibility, prepare competitive Affordable Housing Program (AHP) applications, and coordinate with partners to strengthen proposals.

Guiding clients through Federal Home Loan Bank funding opportunities.

Assess eligibility and align project goals with FHLB funding criteria
Prepare and submit competitive Affordable Housing Program (AHP) applications
Coordinate with financial institutions and partners to strengthen proposals

Board Engagement

Strengthening leadership and accountability at the governance level. We facilitate board retreats, develop onboarding materials, and coach members on their responsibilities

Strengthening leadership and accountability at the governance level.
Facilitate board retreats and strategic alignment workshops
Develop customized onboarding materials and governance toolkits
Coach board members on fiduciary responsibilities and community impact strategies

CRA Grant Review & Philanthropic Opportunities

Maximizing Community Reinvestment Act (CRA) funding and philanthropic opportunities. We review grant proposals, develop compelling investment narratives, and cultivate relationships with funders.

Unlocking capital and partnerships for transformational community work.
Map local needs for CRA and philanthropic funding streams
Develop compelling investment narratives and impact frameworks
Cultivate relationships with funders and position clients for multi-year support