Non Profit Strategy

  • Bexford Consulting’s strategic planning service for nonprofits offers a comprehensive approach to help organizations define their vision, set clear goals, and chart a path towards achieving long-term success and social impact.

    We understand that nonprofits operate in a dynamic and ever-changing environment, and strategic planning is essential to adapt and thrive. We work closely with nonprofits to conduct a thorough analysis of their internal and external landscape, identifying strengths, weaknesses, opportunities, and threats.

    Through collaborative workshops and in-depth consultations, we facilitate the development of a strategic roadmap that aligns with your organization’s mission, values, and resources. We assist in setting measurable objectives, prioritizing initiatives, and creating actionable plans with defined timelines and performance indicators. Our strategic planning service equips nonprofits with the tools, frameworks, and insights needed to make informed decisions, mobilize resources effectively, and navigate challenges with confidence.

    By engaging in a strategic planning process, you can enhance your organizational effectiveness, drive sustainable growth, and create lasting positive change in the communities you serve.

  • Consulting services for merging organizations play a crucial role in facilitating a smooth and successful transition when two or more entities come together. These specialized services provide expert guidance and support to navigate the complexities and challenges associated with mergers. We bring our extensive experience and knowledge to assess the compatibility of both organizations, identify potential synergies, and develop a comprehensive integration strategy.

    We assist in conducting due diligence, analyzing financial and operational aspects. Moreover, we offer invaluable assistance in managing cultural differences, aligning teams, and fostering effective communication to ensure a harmonious blending of organizational structures and processes.

    By providing objective insights, strategic planning, and practical solutions, we enhance the chances of a merger's success while minimizing disruptions and maximizing value creation for the newly combined entity.

  • We offer services for non-profit organizations seeking to develop a comprehensive fundraising strategy and offer valuable guidance and expertise in maximizing their financial sustainability and impact.

    We collaborate closely with non-profit leadership teams to understand their mission, goals, and existing resources.

    We conduct in-depth assessments of the organization's fundraising capabilities, donor base, and current practices to identify areas for improvement, then leverage our expertise to create a tailored blueprint for a fundraising and boost both the amount of people giving and the amount of funds raised.

  • Nonprofit organizations need to create new resources is a vital endeavor that empowers them to fulfill their missions effectively and maximize their impact. Through strategic guidance and innovative programming and problem-solving, we help nonprofits identify new recourses to help fulfil the mission of the organization.

    By conducting comprehensive needs assessments, we assess the organization's requirements and goals, considering factors such as funding, volunteers, partnerships, and technological tools.

    We work closely with nonprofit leaders, board members, and stakeholders to devise tailored strategies that leverage existing resources, explore new funding opportunities, enhance donor relationships, and promote sustainable growth.

    By engaging in this process, nonprofits can develop the resources necessary to drive positive change, strengthen their organizational capacities, and advance their missions for the betterment of society.

  • Helping nonprofits around designated giving opportunities for areas of impact is a crucial aspect of their fundraising and development strategies. We collaborate closely with nonprofit organizations to identify key areas of impact that resonate with their missions and goals. We conduct thorough research and analysis to determine which causes or programs align well with the organization's values and attract potential new donors or having existing donors donate more.

    We help nonprofits create designated giving programs that highlight these areas of impact, providing a clear and compelling narrative to donors. We assist in developing effective marketing and communication strategies to promote the designated giving opportunities, reaching out to existing and potential donors through various channels.

    By offering our expertise, we empower nonprofits to maximize their fundraising efforts, engage donors, and ultimately make a greater impact in the areas they serve. Working with us allows nonprofits to leverage designated giving, to inspire philanthropy, increase donor participation, and advance their mission-driven initiatives.

    Furthermore, engaging in this type of giving not only provides financial support but also raises awareness about the organization and its mission, reaching a wider audience.

  • We consult on endowment growth strategies for nonprofit organizations which plays a vital role in ensuring their long-term financial stability and sustainability. Endowments serve as a reliable source of income, providing ongoing support for the organization's mission and programs. We work closely with nonprofits to develop comprehensive and tailored strategies to start or enhance their endowment funds.

    We conduct thorough assessments of the organization's financial landscape, identifying potential opportunities for growth and areas that require improvement. We can assist in creating effective investment policies, diversifying the endowment portfolio, and optimizing investment returns while managing risk.

    Bexford Consulting provides guidance on donor cultivation and stewardship, helping nonprofits engage with philanthropists who are interested in contributing to the endowment or setting up a Donor Advise Fund (DAF)

    Additionally, we offer expertise in planned giving programs and legacy giving, encouraging donors to leave a lasting impact through their estate plans. By partnering with us organizations can secure their financial future, strengthen their programs, and better serve their communities for generations to come.

  • Bexford Consulting offers an essential service that empowers organizations to cultivate lasting support and create a lasting impact. We collaborate closely with nonprofits to develop comprehensive strategies that inspire individuals to include the organization in their estate plans and wills. We provide expertise in navigating the complexities of legacy giving and train the development professionals on how to include a legacy ask as part of an annual solicitation.

    We assist nonprofits in implementing effective stewardship programs to cultivate relationships with potential legacy donors, ensuring their philanthropic intentions are aligned with the organization's mission. We offer guidance on communication strategies that effectively convey the importance and impact of legacy giving, helping nonprofits engage with donors and build a culture of planned giving.

    By leveraging our knowledge and experience, we enable nonprofits to secure long-term financial support and create a legacy of positive change that extends well beyond the present.

  • Bringing in Bexford Consulting for staff training is a valuable investment that can significantly enhance the skills, knowledge, and effectiveness of an organization's workforce.

    We specialize in staff training by bringing a fresh perspective to the table. We offer customized training programs tailored to the specific needs and goals of the organization. We identify areas for improvement, whether it be in technical skills, leadership development, communication, or other critical areas.

    Allow us to utilize our expertise to design engaging and interactive training sessions that address identified gaps. We will provide valuable insights, best practices, and tools that enable employees to enhance their performance, collaborate more effectively, and adapt to changing circumstances.

    By partnering with us for staff training, organizations can create a culture of continuous learning, empower their employees, and drive overall growth and success.

  • A capital campaign is a focused effort to raise significant financial resources for projects such as building expansions, renovations, or endowments.

    Use Bexford Consulting for capital campaigns and allow us to provide strategic guidance and expertise to you as your organization embarks on a major fundraising initiative.

    We work closely with nonprofit organizations, educational institutions, and other entities to develop comprehensive campaign plans, identify potential donors, and create compelling messaging and solicitation strategies.

    Courtesy of our wealth of experience in fundraising, donor cultivation, and campaign management, we're position to offer invaluable insights and best practices to maximize the success of the fundraising effort.

    Through careful analysis, goal-setting, and customized strategies, Bexford Consulting will help organizations build strong relationships with donors, establish effective fundraising systems, and ultimately secure the necessary funding to achieve their ambitious capital projects.

  • Retreats offer a dedicated space and time for board members and staff to come together outside of their usual work environment and engage in collaborative activities, discussions, and planning.

    Bexford Consulting brings expertise in facilitation, leadership development, and organizational dynamics to create a productive and inclusive retreat experience. We work closely with clients to design retreat agendas that address specific goals and objectives, whether it's strategic planning, team building, problem-solving, or enhancing communication and decision-making processes.

    By employing a variety of interactive exercises, group discussions, and skill-building workshops, we help foster a sense of shared purpose, strengthen relationships, and empower participants to contribute their perspectives and expertise.

    With our guidance, board and staff retreats become transformative experiences that inspire fresh ideas, align individuals around a common vision, and lay the foundation for sustained organizational success.