File Application for 501c3 Status or Renewal
Kathleen will assist your organization achieve 501c3 status by filing the appropriate IRS paperwork. The number of hours required to complete this work depends not he condition of your records. She will give you an estimate of the number of hours necessary and will not exceed this estimate.
Kathleen will develop a budget, the logic model and the grant application for your organization. She will do grant research as well. Usually this requires some meetings within your organization to determine the goals and outcomes of the proposed work. She normally works on site and accepts clients within 100 miles of Northern NH. She will give you an estimate of how many hours it will take to complete the grant application or grant research and will not exceed that estimate.
Kathleen will help you develop a strategic plan or business plan for growing your business or non-profit. She will help you prepare an annual operating budget, a five year capital replacement plan, and a technology plan. she can work via Skpe or in person within 100 miles of Northern NH. she bills on an hourly basis, but will give you an estimate that will not be exceeded.
Kathleen will assist teams working on an annual, crowdfunding, capital or sustainability campaign by facilitating team meetings, training volunteers, coaching solicitors, providing donor research support, installing donor information management systems, and facilitating accounting support team training. She can work via Skype or join you at your meetings if within 100 miles of Northern NH. She bills on an hourly basis.
Development or Fundraising coaching
Kathleen provides 1/2 hour coaching meetings via Skype for people wearing multiple hats including the fundraising officer hat. She will lend you her multiple years of development experience in practical advise, strategies and examples.
Kathleen will facilitate a day long team meeting or retreat in Northern NH, at a site of your choosing. She will work with the planning team to define outcomes, prepare outlines and other handouts, and review previous work by the team. She will prepare a report after the meeting summarizing the outcomes. All materials generated at the retreat are yours.