Fundraising Consultant job description template
An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.
Tips for Writing a Fundraising Consultant Job Description
A fundraising consultant is a person who raises funds for a charity, a group, or an organization. Fundraisers may work on behalf of a university, a hospital, a charity, or any other organization that requires the funds it receives to be used for a specific purpose. Fundraisers are responsible for contacting potential donors to secure donations, organizing events where donations can be collected, and keeping track of how much money has been raised.
Below, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a fundraising consultant.
The Job Overview
We are seeking a fundraising consultant to join our event planning team. You will be responsible for identifying potential sponsors and event donors, as well as securing their support. You'll also be responsible for creating and sending out proposals.
Responsibilities
Below are some of the responsibilities a fundraising consultant is expected to assume in their position.
- Identify and approach potential sponsors, donors, and granters
- Develop and maintain relationships with donors
- Create and maintain donor database
- Plan and execute fundraising campaigns and activities
- Conduct research and write proposals
- Account for and track donations
- Create and maintain financial reports
- Gather information for grant proposals
- Prepare budgets and financial reports
- Maintain donor records and files
Job Qualifications and Skill Sets
Below are the qualifications expected of a fundraising consultant:
- A bachelor’s degree isn’t required but recommended
- Fundraising experience
- Excellent communication and organizational skills
- Self-motivated and a self-starter with an outgoing personality
- Excellent time management skills
- Ability to work under pressure
- Ability to handle multiple projects simultaneously
- Ability to work well in a team environment
- Ability to work independently
- Strong analytical and math skills
- Proficiency in Microsoft Office Suite
- Experience using Adobe Acrobat Pro and the Internet is a plus
Fundraising Consultant Hiring resources
Explore talent to hireFundraising Consultants you can meet on Upwork
- US$70/hr US$70 hourly
Alejandro E.
Fundraising Consultant- 4.7
- (93 jobs)
Caracas, MIRANDAFundraisingWebflowMarketing PresentationPowerPoint PresentationFundraising PresentationPresentation SlideWeb DesignPitch DeckPitchbookPPTXPresentationsGraphic DesignBrand Identity & GuidelinesMicrosoft PowerPointPresentation Design👋 Hey there, Alejandro here - I'm a Presentation & Web designer helping startups grow with improved look and feel in front of stakeholders with clean websites and presentations. My main goal is to help your exciting startup achieve it's goals whether that is raise funding to get your business started or grow, a new website that helps you connect and convert clicks into sales, or both, I'm here to help craft that for you! 🌎 If you need: • A Pre-seed/Series A/Series B pitch deck • A presentation template on powerpoint or google slides • A website designed from scratch and developed in Webflow • Migrating your old website into a better platform & updated look & more, just send me a message! What past clients say: ⭐ "Wow!!! Alejandro is the real deal!! Did an absolutely incredible job and greatly improved my version of my pitch." ⭐ "I am working with him on another project now and have referred him to several colleagues at other companies." ⭐ "He is very professional and understood the brief with minimal direction and completed the work on time (early, actually)." So, if you're ready to start your upcoming succesful website and/or pitch deck, just send me a message or let's arrange a time to meet and get started on your project! - US$60/hr US$60 hourly
Malin B.
Fundraising Consultant- 5.0
- (1 job)
New York, NYFundraisingPress ReleaseCopywritingProofreadingSpeech WritingCopy EditingCrowdfundingBusiness Proposal WritingCover Letter WritingGrant WritingHi--nice to meet you! I have 10 years of experience as a grant writer, copywriter, and proof reader, and 5 years of experience as a full-time fundraiser. If you need help in any of the following areas, I would love to work with you! * Government grant writing - federal, city, and state; * Foundation and corporation grant writing or prospect research; * Fundraising planning and strategy; * Crowdfunding campaigns; * Solicitation materials for appeals, direct mail, events, and e-blasts; * Any other copywriting - annual reports, brochures, newsletters, and more. My hours are flexible and I'm more than happy to collaborate with your in-house team or other freelancers as needed. Please note that I am not sharing any grant proposals in my online portfolio, as they typically include confidential information about clients and past employers. I am more than happy to provide samples via email if need be. Looking forward to hearing from you--thank you so much for your time! - US$60/hr US$60 hourly
Alton G.
Fundraising Consultant- 4.6
- (2 jobs)
Hillsboro, ORFundraisingDiversity & InclusionNonprofit Industry ConsultingStartup ConsultingEvent PlanningCRM SoftwareEmail MarketingSocial Media StrategyAccount ManagementProject ManagementEvent ManagementBusiness DevelopmentMarketingLead GenerationSalesHi there! I'm Alton, the founder and owner of A.C.G Consulting LLC. Thanks so much for checking out my business page! I have worked in the technology and nonprofit sectors for over a decade. During this time, I've held companies of all sizes achieve their goals. I take pride in being an expert in business development, sales/partnerships, marketing, and events. If you're looking for a consultant who can help you grow your business, I'd love to chat. MY SERVICES: Marketing Project Management Business Development Nonprofit Development Account/Donor Management Event Planning and Management Sales, Partnerships, and Fundraising SOFTWARE PROFIECIENCY: ActiveCampaign Apollo.io Asana Box Close.io Cvent Databank Eventbrite Google Workplace Greater Giving Givergy GiveSmart GoToWebinar Hubspot MS Office+Teams MailChimp Raiser's Edge Salesforce Slack Webex Zendesk Zoom Webinar and Zoom Events
- US$70/hr US$70 hourly
Alejandro E.
Fundraising Consultant- 4.7
- (93 jobs)
Caracas, MIRANDAFundraisingWebflowMarketing PresentationPowerPoint PresentationFundraising PresentationPresentation SlideWeb DesignPitch DeckPitchbookPPTXPresentationsGraphic DesignBrand Identity & GuidelinesMicrosoft PowerPointPresentation Design👋 Hey there, Alejandro here - I'm a Presentation & Web designer helping startups grow with improved look and feel in front of stakeholders with clean websites and presentations. My main goal is to help your exciting startup achieve it's goals whether that is raise funding to get your business started or grow, a new website that helps you connect and convert clicks into sales, or both, I'm here to help craft that for you! 🌎 If you need: • A Pre-seed/Series A/Series B pitch deck • A presentation template on powerpoint or google slides • A website designed from scratch and developed in Webflow • Migrating your old website into a better platform & updated look & more, just send me a message! What past clients say: ⭐ "Wow!!! Alejandro is the real deal!! Did an absolutely incredible job and greatly improved my version of my pitch." ⭐ "I am working with him on another project now and have referred him to several colleagues at other companies." ⭐ "He is very professional and understood the brief with minimal direction and completed the work on time (early, actually)." So, if you're ready to start your upcoming succesful website and/or pitch deck, just send me a message or let's arrange a time to meet and get started on your project! - US$60/hr US$60 hourly
Malin B.
Fundraising Consultant- 5.0
- (1 job)
New York, NYFundraisingPress ReleaseCopywritingProofreadingSpeech WritingCopy EditingCrowdfundingBusiness Proposal WritingCover Letter WritingGrant WritingHi--nice to meet you! I have 10 years of experience as a grant writer, copywriter, and proof reader, and 5 years of experience as a full-time fundraiser. If you need help in any of the following areas, I would love to work with you! * Government grant writing - federal, city, and state; * Foundation and corporation grant writing or prospect research; * Fundraising planning and strategy; * Crowdfunding campaigns; * Solicitation materials for appeals, direct mail, events, and e-blasts; * Any other copywriting - annual reports, brochures, newsletters, and more. My hours are flexible and I'm more than happy to collaborate with your in-house team or other freelancers as needed. Please note that I am not sharing any grant proposals in my online portfolio, as they typically include confidential information about clients and past employers. I am more than happy to provide samples via email if need be. Looking forward to hearing from you--thank you so much for your time! - US$60/hr US$60 hourly
Alton G.
Fundraising Consultant- 4.6
- (2 jobs)
Hillsboro, ORFundraisingDiversity & InclusionNonprofit Industry ConsultingStartup ConsultingEvent PlanningCRM SoftwareEmail MarketingSocial Media StrategyAccount ManagementProject ManagementEvent ManagementBusiness DevelopmentMarketingLead GenerationSalesHi there! I'm Alton, the founder and owner of A.C.G Consulting LLC. Thanks so much for checking out my business page! I have worked in the technology and nonprofit sectors for over a decade. During this time, I've held companies of all sizes achieve their goals. I take pride in being an expert in business development, sales/partnerships, marketing, and events. If you're looking for a consultant who can help you grow your business, I'd love to chat. MY SERVICES: Marketing Project Management Business Development Nonprofit Development Account/Donor Management Event Planning and Management Sales, Partnerships, and Fundraising SOFTWARE PROFIECIENCY: ActiveCampaign Apollo.io Asana Box Close.io Cvent Databank Eventbrite Google Workplace Greater Giving Givergy GiveSmart GoToWebinar Hubspot MS Office+Teams MailChimp Raiser's Edge Salesforce Slack Webex Zendesk Zoom Webinar and Zoom Events - US$35/hr US$35 hourly
Liudmyla P.
Fundraising Consultant- 4.9
- (5 jobs)
Kyiv, KYIV CITYFundraisingNonprofit OrganizationEnvironment & Green TechnologyDonor RelationsProposal WritingAcademic WritingStrategic PlanningProject ManagementProspect ListGrant DocumentationGrant ApplicationGrant WritingLooking to have your project complete on time and flawless? I am here to help you! My specialties are: - grant writing and management for over 4 years - grant audit of over 400 international grants at an international NGO American Councils - profound experience as a freelance writer and editor - project coordination and logistics ( online events experience as well) - resume building for job search - translator ENG - RUS - ENG, ENG - UKR - ENG - Microsoft Office With grant writing and management I do have experience working with government institutions, NGOs, businesses. One of my accomplishments was increasing the grant's budget by 30% for the 2nd year of one of the projects. My experience as a freelance writer consists of academic writing, editing, proofreading as well as mentoring several groups of writers ( up to 30 people) As a project coordinator, I have completed hundreds of small and large-scale online and offline events, workshops, and projects. I was an exchange student in the United States and have always worked in an English-speaking environment. I have great mentoring and organizational skills. Also, I am stress-resistant and good at time management (freelance work requires it more than anything else). I look forward to working with you! Best, Liudmyla - US$35/hr US$35 hourly
Gevorg A.
Fundraising Consultant- 4.9
- (30 jobs)
Yerevan, YEREVANFundraisingBusiness CoachingInvestment BankingPitch DeckPitchbookSaaSFinancial AnalysisBusiness ValuationMergers & AcquisitionsStartup ConsultingCorporate FinanceFinancial ModelValuationBusiness PlanFinancial ProjectionOverview: As a seasoned Financial Modeling and Consulting Expert, I empower startups and growing businesses to secure funding and achieve their financial goals. I specialize in startup/business valuations, crafting compelling business plans and pitch decks, and building robust financial models. With a proven track record of success, I've helped numerous clients secure funding, optimize their financial strategies, and drive sustainable growth. Let me help you translate your vision into a reality Services Offered: Financial Modeling & Analysis: • Startup/Business Valuations (DCF, Market, etc.) • Financial Forecasting & Budgeting • KPI Analysis & Dashboard Development • Profitability Analysis & Revenue Growth Strategies • Multifamily Acquisition Modeling Business Planning & Fundraising: • Comprehensive Business Plans & Pitch Decks • Market Research & GTM Strategy • Investment Readiness & Fundraising Advisory Fractional CFO Services: • Strategic Financial Planning • Management Accounting & Reporting • Risk Management & Compliance Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation. - US$50/hr US$50 hourly
Afton Leigh S.
Fundraising Consultant- 4.9
- (20 jobs)
Carrizozo, NMFundraisingResearch ProposalsGrant Evaluation PlanProgram EvaluationGrant WritingProgram CurriculumMicrosoft OfficeSocial Media ContentRecipe WritingEditing & ProofreadingCopywritingArticle WritingPublic HealthCreative WritingArts & CultureI am primarily a nonprofit grant writer but am open to other offers. In college, I wrote extensive health-related program plans, program evaluations, and research proposals. I have written over 200 grants and letters of inquiry for 28 organizations, edited vegan recipes for Your Vegan Family, and edited public announcements for the Museum of Cycladic Art in Athens. I can cater my writing to your requirements: concise, direct grant-style writing or creative, flowing language. Just let me know your needs! - US$65/hr US$65 hourly
Nikoloz L.
Fundraising Consultant- 5.0
- (20 jobs)
Tbilisi, T'BILISIFundraisingStartup ConsultingPublic SpeakingPresentationsFinancial PresentationPresentation DesignBusiness PresentationSales PresentationMy 15 years of experience tell me that your presentation will hypnotize the audience. They will reach into their wallets and swing it. They will immediately act upon your request and beg you to tell them the magic words. And here is why I am so convinced: • You get your audience's problems. Presentation hits them where it hurts. • Your presentation uses behavioral tricks to amplify your speech. • Your audience will see a future so bright they'll need shades. • You'll explain the 'how' of change so clearly that they'll see it's the only way. • They understand that inaction will be apocalyptic. • They know how to grab your solution. Here is what I do for your success: • I employ copywriting techniques to magnify your presentation. • I design the slides so they glue your viewers' eyes on the screen. • I use various software to create motion graphics and illustrations to tell a convincing story. • I will transform your presentation into a responsive website if needed. So it's more accessible and professional. So do not hesitate; consultation is free. If I do not convince you during the call, you know I am just a hot air. But I am not, so let's talk. - US$70/hr US$70 hourly
Steve C.
Fundraising Consultant- 4.9
- (95 jobs)
West Chester, PAFundraisingVisual Presentation DesignAdobe InDesignAnimationAdobe Creative SuiteDigital IllustrationGraphic DesignMarketing PresentationPresentation DesignKeynoteGoogle SlidesInfographicMicrosoft PowerPointWith more than 15 years of professional experience designing presentations, pitch decks, teasers, CIMs, proposals, user-friendly templates and training guides in PowerPoint, Google Slides, and Keynote, I am very reliable and deliver a seamless process from start to finish. My goal is to always meet, AND exceed your expectations! Working within the Financial Industry, Top Tech, Communication & Cloud-Driven Companies, Real Estate, Healthcare & Personal Practices has made me able to utilize an abundance of knowledge across multiple industries. Past clients: Vanguard, Salesforce, The United States Air Force, The Atlanta Falcons, Aramark, Albert Einstein Healthcare Network, Apple Vacations, Department of Transportation, Realtors and Developers, Doctors, and Law Firms. I am well organized and will provide you with the precise estimate of hours and turn-around time needed to achieve your project. I work fast yet accurately and am always an email, Upwork message, or phone call away. Please send me a message or invite for my full, updated portfolio. Steve C. - US$60/hr US$60 hourly
Elizabeth D.
Fundraising Consultant- 5.0
- (5 jobs)
Torquay, ENGLANDFundraisingCopywritingEvent ManagementMarketing CommunicationsPublic RelationsMedia RelationsInternal CommunicationsPublic SpeakingStakeholder ManagementSocial Media ManagementAn enthusiastic, experienced and passionate communications professional with vast experience working with stakeholders. A key part of my role within the Olympic 2012 bid process was to ensure the organisation I represented was a key player in the Olympics and its legacy. I successfully achieved this through online and face to face stakeholder communication, raising the profile of the Authority and its Chief Executive; monitoring the Greater London Authority activity and our position and developing strong relationships with key agencies. Whilst working with a national charity I created and implemented a successful social media strategy to enhance the charity's profile and reduce traditional advertising expenditure. I was also integral in building and developing relationships with key stakeholders including celebrities and ambassadors. I have a proven track record of communicating effectively, internally and externally. As a communications professional and teacher, I have strong written communication skills and have written press releases, articles, annual reports, vision documents, leaflets, training material and websites for over 15 years. I have the tenacity and skills to exceed expectations with my 'can do' attitude and flexibility. - US$95/hr US$95 hourly
Mary-Helen R.
Fundraising Consultant- 5.0
- (83 jobs)
Newnan, GAFundraisingBrand ConsultingBrand IdentityBrandingContent StrategyStartup ConsultingGrant Research & Prospect ListGrant WritingBlog DevelopmentWebsite CopywritingNonprofit OrganizationBlog ContentSEO WritingEmail CopywritingHi, I'm Mary Helen, a professional writer with a knack for engaging readers and converting them into clients. My websites, emails, and other collateral dramatically boost conversions. My writing is authentic, and everyone's looking for more authenticity these days. My approach? I first clarify the company brand, who the customers are (and what they're looking for), and how a product or service will result in their success. Then I write concise, relatable copy that supports the brand and builds loyalty. Does building loyalty sound amorphous? It's not really. Because my writing style feels authentic to readers your copy will sound grounded, real, and alive with YOUR personality. People trust authenticity. So, back to basics ... my writing converts! But you don't have to take it from me. Listen to what my clients have said about me: • Mary Helen has made a significant difference in our conversions. She digs to understand what you want, then works with you to attain your goal and beyond. I'll have her "on my staff" for a long time! • She has a unique ability to listen to your brand vision, understand what you're thinking, and bring it to life. • She's a consummate professional, committed and dedicated to seeing your project succeed. Here's the shortlist of collateral I produce: ** Website copy & landing pages ** Auto Responder emails ** Articles & blog posts ** White papers, flyers, brochures, eBooks ** Tag lines and log lines ** Video scripts & speeches ** Product descriptions I also offer website consultation if you want to make your existing copy and flow more effective. I'm adept at spotting the problems and highlighting the gold -- your site will sing and convert. If my style sounds good to you and you're great to work with, contact me and let's talk about your project! - US$65/hr US$65 hourly
John Paul G.
Fundraising Consultant- 4.6
- (23 jobs)
Ordino, ORDINOFundraisingHand-Drawn Perspective RenderingConstructionLandscape DesignLumionArchitectural DesignConcept DesignUrban PlanningDigital IllustrationVisual Presentation DesignArchitectural RenderingPresentation DesignAutodesk ArchitectureAutodesk AutoCAD3D DesignSketchUpAdobe IllustratorCAD ConversionDesign Architect with over 20 years of experience devoted to Design Creation. Work Experience: Work in large master plans over 1,000.000 m2 proposals since 1998. From Ski Resort, Residencial Projects, Hotel Resorts, Mediterranean Minimalist Villas Developments to Urban Cable Tram transportation solutions to Formula 1 Car Rising Track remodelation (Barcelona, Spain). Projects in between 20 to 600 Milion Euros. Scope of work: Design from scratch architectural proposals. Problem solving from infrastructure, mobility, transportation, landscape and of different types of uses such as residencial, commercial. hotel and leisure. Work in political & social proposals as a governement and city hall consultor. Design Architect for Funds projects: Create profitable projects with short break heaven results and large profits. Developped completely business development proposals for investors. Computer tools: Work with Autocad, Archicad, Sketchup & Lumion in order to present projects in drawings, renders and videos to clients. See my porfolio! - US$60/hr US$60 hourly
Jamie F.
Fundraising Consultant- 5.0
- (3 jobs)
Deerfield, ILFundraisingEvent PlanningCustomer ServiceFundraising Event Management Volunteer Management Participant Cultivation Sponsorship & Partner Management I have worked in event planning and fundraising for over 15 years. From nationally televised parades to street festivals and fundraising events I have experienced all aspects of events and business. I am an expert with customer service and participant, volunteer, sponsor and partner cultivation. - US$100/hr US$100 hourly
Brittany S.
Fundraising Consultant- 5.0
- (4 jobs)
Mendham, NJFundraisingBlackbaud Raiser’s EdgeDatabase ManagementNonprofit OrganizationWith more than ten years of experience in development, including annual giving, database & reporting, events management, institutional giving, and research, Brittany has honed her skills to offer a unique, well-rounded, and creative approach to development research and database consulting. Prior to forming the consulting business, Brittany worked for organizations such as the Delaware Symphony Orchestra, Third Street Music School Settlement, the YIVO Institute for Jewish Research, and most recently as Director of Advancement Services for Felician University. She also sits on the board of the St. John’s Summit Concert Series. Brittany earned an M.B.A. with a nonprofit specialization and a B.A. in Music with a music management concentration, both from the University of Delaware. She is also Blackbaud Certified in Raiser’s Edge (bCRE), ResearchPoint (bCRP), and Nonprofit Fundraising (bCNP-Fundraising). Fun facts: she can play three instruments (piano, flute, and bassoon) and almost ran a full marathon (it was canceled while she was at the starting line!). - US$90/hr US$90 hourly
JJ B.
Fundraising Consultant- 4.8
- (10 jobs)
Las Vegas, NVFundraisingBusiness WritingQuickBooks OnlineBusiness ConsultingBookkeepingBudget ManagementFinancial StatementBusiness AnalysisFinancial ModelingI am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today. - US$50/hr US$50 hourly
Alberta B.
Fundraising Consultant- 5.0
- (13 jobs)
Milan, METROPOLITAN CITY OF MILANFundraisingCopywritingItalianWebsite ContentProduct DescriptionHeadlineBlog WritingBlog ContentFact-CheckingContent WritingMarketing CommunicationsSustainabilitySocial Media MarketingSocial Media Content CreationI am a Ph.D. in Management, Innovation, and Sustainable Development with over 3 years of experience as a content writer and copywriter. Throughout my career, I have specialized in various fields, including Corporate Innovation and Sustainability, and have had the privilege of working with international companies as a content lead, copywriter, and ghostwriter. Prior to my full-time copywriting role, I spent 4 years in the Department of Marketing at Catholic University in Milan, Italy. During the Covid-19 emergency, I dedicated my efforts to supporting my hometown in Italy by collaborating with two other individuals to organize a successful fundraiser. In this endeavor, I took charge of writing updates and posts on social media while also managing relationships with personal protective equipment (PPE) suppliers. Together, we were able to raise more than 20,000 euros, making a significant impact on our community. Recognizing the value of time as the most precious resource, I prioritize meeting deadlines and honoring commitments. I maintain a strict adherence to timelines and approach each project with a professional and dedicated mindset. As I actively seek new opportunities, I encourage you to reach out with any questions or if you would like to preview my previous works. I am confident in my ability to deliver exceptional results and look forward to the possibility of collaborating with you. Ad maiora, semper! - US$75/hr US$75 hourly
Giorgi N.
Fundraising Consultant- 4.9
- (437 jobs)
Tbilisi, T'BILISIFundraisingStartup ConsultingMicrosoft ExcelForecastingCompany ValuationFinancial ModelingFinancial ProjectionBusiness PlanFinancial AnalysisPitchbookPitch DeckMicrosoft PowerPointBusiness PresentationPresentationsPresentation DesignIf you are an entrepreneur trying to raise capital or an investor seeking investment opportunities, my Forbes-featured fundraising and investment shop will help. Quick facts: 🏆 $1B+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) 🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries 🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg... 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial and Valuation Models ✅ In-depth Market Research and Competitive Analysis ✅ Investor Sourcing (Pitchbook Data) ✅ Fundraising Campaign Management (including Equity Crowdfunding) The Benefits of My Services for Investors: 🎯3x Deal Flow, 🎯0.4X Due Diligence Costs, 🎯2x Faster TAT on Startup Assessment Reports My Solutions for Investors: ✅ Mergers and acquisition - M&A (including LBO) Advisory ✅ Venture Capital Due Diligence ✅ Financial Modeling & Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing I also provide fractional CFO services to startups and SMEs that need financial guidance. My CFO Solutions Include: ✅ Financial Analysis and Reporting (FA&R) ✅ Cash Flow Management ✅ Budgeting and Forecasting ✅ Strategic Planning and Risk Management ✅ Accounting and Bookkeeping 💎 I provide Wall Street-grade services trusted by hundreds of entrepreneurs and investors, all at a fraction of the cost. My clients leave me EXCLUSIVELY POSITIVE feedback: 🏆"Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." - FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs 🏆"Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" - Managing Partner at NYC-based VC firm, $210M AUM 🏆"Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts," Giorgi stands apart from the rest by a mile." - AI SaaS CEO, raised $35M Series B - CURRENT UNICORN 🏆"Giorgi did it great! Very strong technically and excellent in communication. Could not recommend him more" - VC Investor, $10B AUM 📝 NEXT STEP: Please message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________________________________ My story: My financial analysis and industry research expertise was honed at Galt&Taggart, the region's largest investment bank and a subsidiary of London-Stock-Exchange listed BOG. After becoming a senior research analyst, I published numerous market analysis reports and perfected my investment analysis skills across various asset classes (including Private Equity/PE). Working on multiple business plans and confidential information memorandums (CIM) also gave me a deep knowledge of creating compelling data room/investment package materials. My skills were further advanced during my tenure at San Francisco-based venture capital firm Mission One Capital, where I served as a senior financial analyst and gained valuable insights into the VC capital raising process. I also mastered pitch deck preparation and investor pitch coaching skills. Scanning numerous deals daily allowed me to internalize the principles of conducting successful investor sourcing and investor outreach activities. I reverse-engineered startup fundraising and investor research process and gained invaluable due diligence skills. Equipped with a 360 view from every seat at the boardroom table, I united fundraising and investing experts - creating a one-stop shop that has helped over 400 businesses and investors worldwide. Each team member specializes in critical aspects of successful consulting experience - business plan writing, financial modeling & cap table crafting, PowerPoint presentation design, investment strategy & evaluation, tokenomics, competitive analysis, valuation modeling, exit strategy planning, and other services. Additional Stats: ✅ CFA (All three levels above 90th percentile, Charterholder) ✅ ACCA - F1, F2, F3, F4, F5, F6, F7, and F9 ✅ Management Accounting-CIMA 1-7 levels ✅ Among Top 27 Freelancers (out of 1.2Million+) Globally on Upwork in Fundraising and Investing (as well as in CFA, PE, VC, Pitch Decks...) Industry Expertise: ✅ FinTech / SaaS ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ E-Commerce ✅ Healthcare / BioTech ✅ Real Estate ✅ Consumer / CPG / Manufacturing ✅ EdTech Please, feel free to reach out with any questions. - US$250/hr US$250 hourly
William L.
Fundraising Consultant- 5.0
- (90 jobs)
Franklin, TNFundraisingExecutive SummaryBusiness ModelingGrowth StrategyAnalyticsCorporate StrategyBusiness PresentationStartup ConsultingVenture Capital ConsultingEntrepreneurshipFinancial AnalysisStrategyFinancial ModelingBusiness PlanPROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events. - US$56/hr US$56 hourly
Gulnara H.
Fundraising Consultant- 5.0
- (43 jobs)
Harare, HARARE PROVINCEFundraisingGrant Research & Prospect ListNonprofit OrganizationArticle WritingGrant DocumentationGrant ApplicationBusiness Planning & StrategyProject FinanceProject ProposalGrant WritingI am an expert in the creation of highly technical and innovative proposals for EIC accelerator, Horizon Europe, and SME investment programs. I was successful in completing and receiving funding from multiple EU, EIC, and EBRD grant applications totaling more than 16 million euros. I also collaborated with a variety of US donors and for-profit and non-profit organizations to create letters of intent and short and full foundation funding applications. I am well-versed in proposal structure and am adept at tailoring your proposal to be clear, concise, and relevant to the funding authority's objectives. I guarantee that your project will be submitted on time and will meet all of the requirements outlined by the donor. My primary clients are SME's, business organizations, non-governmental organizations (NGOs), and municipalities. My consulting services include: - advice on whether your company or organization is eligible for a specific grant; - concept note or full application development, development of logical framework; budget and action plan development; - budget and action plan development. - development of a business plan and financial projections; - development of a pitch deck/presentation. - US$75/hr US$75 hourly
Linda G.
Fundraising Consultant- 5.0
- (14 jobs)
Littleton, COFundraisingLetter of InquiryNonprofit OrganizationGrant WritingEditing & ProofreadingGrant ApplicationGrant Research & Prospect ListLetter of IntentWritingSEO WritingProspect ListContent CreationContent WritingLinda S. Garrison has more than 30 years of nonprofit experience in management, board development, fundraising, public relations, and prospect research. Linda has served in both front-line development and public relations functions for nearly every type of nonprofit in the 501(c)(3) universe, including health care and hospitals, advocacy organizations, higher education and K-12 private schools, social and human services agencies, and faith-based. As Vice President of the Robert B. Sharp Company of Colorado, Linda was instrumental in assisting clients with raising millions of dollars with capital and endowment campaigns. She has written numerous successful grant proposals, grant reports, and letters of inquiry and brought in millions of dollars in funding from state, federal, local, corporate, and private funding sources. Linda's training and background as a journalist and experience in media relations allow her to see the winning "angle" to use in any proposal. Other interests and experience include: • Development Audits • Coaching and Consulting • Higher Education • Private/Independent Schools • Faith-based Organizations • Social Justice Organizations • Health Care/Hospitals • Higher Education • Social Service Organizations • Donor Relations • Major Gifts • Individual Donor Strategy/Ask Amounts • Moves Management • Strategic Planning • Development Planning, Audits & Best Practices • ROI metrics and evaluation • Planned Giving • Campaign Planning and Readiness • Feasibility Studies • Major Gift Research - US$35/hr US$35 hourly
Katrin L.
Fundraising Consultant- 5.0
- (8 jobs)
Frankfurt am Main, HEFundraisingCritical Thinking SkillsGermanContent ManagementWritingProofreadingOnline ResearchProject ManagementPublic RelationsMicrosoft OfficeA short overview: EXPERIENCE * Writing and proofreading of website, articles, brochures, invitation letters, flyers, books * Creating new parts of a website (content, database, structure, pictures) including its administration * Content Management * Assistent / Administration of an association * Customer support in German, English, Spanish * Project management, monitoring and planning * Fundraising (foundations, crowdfunding) * Public relations, Website, Social Media * Translating German, English, Spanish * Finding creative solutions and think outside the box * Sustainability, Intercultural Communication A LITTLE BIT MORE ABOUT ME I am a native german, currently living in Costa Rica, after a year in Uruguay and some time in Frankfurt, my hometown in Germany. I sometimes need some days to answer because internet in the Costa Rican forest isn't the best. I am fluent in German, English and Spanish. I used all 3 languages in my former position as a project manager in a small NGO in Germany. I can handle numbers, all Office programs, schedules - everything what f.i. a virtual assistent needs to be able to do. I worked in communications, on- and offline, the last 6 years. Communication contained of nature- and sustainability-related issues on our website (Wordpress), social media, newsletters, letters, flyers, brochures as well as in person and via e-mail. I also handle the creative part of f.i. a flyer. Networking was also part of my job, as well as fundraising through foundations or crowdfunding. I was also administrating different parts of the NGO (when needed) while monitoring the projects in Costa Rica, being stationed in Germany. A more detailed description of my different positions can be found in my employment history. My personal interests and preferred topics is everything related to sustainability, personal development and art - but that is rather a personal interest at this point of my life. If I can work with those topics remotely, even better! Meanwhile working I finished another career in Integral-Therapeutical Art Pedagogy, which allows me to work with my creative and social skills - offline up to this point. Personal development plays a huge role in my life. My dream is to connect personal development via art therapy with sustainable development. I love to travel and explore our world and its different cultures, flora and fauna. I want to live more self-determined, thus I chose the way of working remotely. I want to use my multi-talents to help whoever needs something done. Whatever you need, just write me - I am sure we will work it out successfully! - US$50/hr US$50 hourly
Fraser C.
Fundraising Consultant- 4.9
- (7 jobs)
Bristol, ENGFundraisingCopywritingContent WritingGrant Research & Prospect ListGrant ApplicationGrant WritingAdministrative SupportVoice-OverProofreadingMarketing StrategyWebsite CopywritingDigital MarketingBusiness PlanFundraising summary: 10 years in fundraising, £1.5million+ income, project management, fundraising strategy, grants and trusts, major donors, corporate partnerships, community fundraising, digital income, direct mail, email marketing. Communication summary: communication strategies, marketing plans, grant writing, copy/ content creation, content marketing strategies. Marketing summary: charity PR, content, strategy, SMM (social media marketing), SEM (search engine marketing). I work with charities to plan, source and secure funding. I’m driven, have great writing and communication skills and love research. I’m very effective at managing fundraising challenges quickly. As a professional fundraiser I can help create fundraising strategies, identify potential income, build and manage a pipeline and write winning bids. I can source and secure funding, from six-figure multi-year funding packages to small grants. I’ve helped charities and non-profits overcome many of the common challenges faced with limited time and resources. I write applications of any size, from larger more technical forms to smaller bids. Recent bids have ranged from £5,000 to £400,000. Examples of recent bids include: European Social Fund National Lottery Arts Council Henry Smith Charity The Tudor Trust The Robertson Trust The Enterprise Development Programme I’m an effective researcher, and can help to build or expand your case for support to target the best sources of funding available. In addition to fundraising, I have great experience in project management, content production, journalism and marketing. Personally: I'm direct, friendly and professional. - US$95/hr US$95 hourly
Donna M.
Fundraising Consultant- 5.0
- (49 jobs)
Raleigh, NCFundraisingNonprofit OrganizationCustomer Relationship ManagementDatabaseBlackbaud Raiser’s EdgeKindfulMicrosoft ExcelBloomerangDatabase ManagementIntuit QuickBooksCRM SoftwareWordPressI hold a MA from Duke University and have managed fundraising for nonprofit organizations for over 25 years. One of the most critical elements for successful nonprofit fundraising is a solid, well-managed donor database that works seamlessly with your fundraising and communications tools. Toccata Donor Data Solutions helps nonprofits build robust, data-driven fundraising systems based on a solid, organized, and integrated data and fundraising ecosystem. Services: •CRM process strategy, data cleanup, & configuration for your new or existing system •Donor database management (on a long-term or interim basis) •Staff training on basic to advanced software features •Donor segmentation evaluation and setup •Email / CRM integration, cleanup, and syncing •Integration tools setup and management (including custom integrations support) •Donor-driven, strategic individual fundraising planning based on donor data •Database selection guidance and migration management (including recurring donations) Providing Expertise in these Donor Management Software (CRM) Systems: DonorPerfect (Donor Perfect) Bloomerang Neon CRM Little Green Light Raiser's Edge NXT eTapestry (Blackbaud) Kindful CRM Also experienced in Salesforce, Salsa CRM, and Salsa Engage (Bonterra) CRM Integrations and Fundraising tools: QGiv Classy Quickbooks Mailchimp Constant Contact Payment Processor Integrations OneCause (formerly BidPal) Donorbox GiveButter WordPress Squarespace Docusign Donorbox Jotform Although I have particular expertise and experience in the software described above, I am familiar with and comfortable working with many other donor management software systems and fundraising tools. I hold a Master of Arts focusing on Civic Engagement and Philanthropy from Duke University, a Certificate in Nonprofit Management from Duke, and an undergraduate degree in Biological Sciences from Florida State University. - US$40/hr US$40 hourly
Bohdan K.
Fundraising Consultant- 5.0
- (21 jobs)
Lviv, LVIVFundraisingWeb Content Accessibility GuidelinesUser ExperienceUser FlowDesign & Usability ResearchWireframingFigmaMobile App DesignMobile UI DesignUI/UX PrototypingWebsite RedesignUser Experience DesignHigh Fidelity DesignUser Interface DesignUsability Testing👋🏻 Hi! I’m a freelance Senior UI/UX designer with almost 5 years of hands-on experience and you can fully rely on my web and mobile design expertise in different domains. I am ready to start new projects and would be happy to hear from you! 📌 I can help you with: - user research and competitor analysis - user flows and information architecture - Lo-fi and Hi-fi wireframes - clickable prototypes - mood boards and design guidelines - UI mockups - design system and documentation - UX/UI audit and Heuristic Evaluation I have extensive expertise in leading the design process and team, starting from scratch and joining ongoing projects, collaborating with other teams. 🔵 I would be happy to boost your project by enhancing your team with my UX/UI expertise, new ideas and attention to detail, so working with me you will receive a modern and responsive design that will meet all guidelines with easy navigation for all your users’ needs. 📩 Have any questions? Want to discuss your projects? ---- Feel free to contact me any time! - US$50/hr US$50 hourly
Alexis G.
Fundraising Consultant- 5.0
- (76 jobs)
Littleton, COFundraisingGrant WritingGrant Research & Prospect ListPitchbookStrategyEvent PlanningBrand DevelopmentOperational PlanCreative StrategyCreative WritingCongratulations on your upcoming fundraising adventure! As nonprofit organizations, we are a field where heart and business combine to create true change in the world. Whether your organization works with children, animals, the environment or communities as a whole, I can assist you in reaching your goals. My primary goal in working with you will be to meet your needs, whether they are research, database maintenance, donor engagement, event planning/implementation or overall development strategy. As I work with nonprofits, I work to understand your mission and how to best connect donors to that mission. Below are some ways which I can assist your organization in reaching it's goals - I look forward to working with you soon! Prospect & Grant Research: Review of prospects and detailed descriptions of prospective donors. Including researching grants your organization is eligible for, organizing the needed data to create the grant, writing the grant in a compelling and articulate way and providing deliverable outcomes to report to foundations. Marketing & Promotion: Design campaign strategies (either one time, ongoing or capital), provide creative writing, design outline & copy for annual appeal letters/postcards/ emails; social media content. I will assist you in developing a holistic strategy that includes email, newsletters, social media and traditional mailings. Data Management & Online Platforms: System review for best options; donor segmentation and targeting; tagging; form building; etc. Some of the systems I am an expert in include: Raiser's Edge, Salesforce, eTapestry, Fundly, Reeher, Little Green Light, CommunityFunded, SchoolAuction, Infoview, Banner and others. Development Strategy & Operations: I will work with you to plan strategies for short or long term development plans - this can be a one year plan or up to a 5 year plan - and then implement the plan for positive results; review of gift processing, tracking, data management, donor stewardship & cultivation; review of development operations. The plans I create are holistic in approach and utilize the latest best practices in fund development, including multi-channel outreach spanning digital platforms and traditional methods. Donor Engagement & Stewardship: Creating engaging stewardship pieces that show appreciation for donors at all levels. We will assess together whom your audience is and I can assist in segmenting and targeting your message to meet your donor needs. During the past decade, I have raised over $11.5 M by using an array of strategies and tools. I have been able to secure major donations, increase new donors by 20%, create a retention rate increase of 12%, increased donations by up to 26% within a 7 month time frame, increase Giving Day initiatives by $100,000+ in one year, marketed events in a way which they sold out for the first time ever, design engagement and stewardship opportunities that kept donors coming back and overall team building among development staff to ensure a motivated and empowered team. The above skill sets have helped me time and again to climb over different fundraising mountains and see success at the top. Now, I wish to help guide your organization as you grow and see as much success as I have the past 7 years. I'm here bring my experience and tools as we take on these challenges together, with my goal to help you successfully raise the funds you need. I am pleased to be starting this new journey with you as your fundraising guide while we work together to continue your mission. Let's get started! - US$150/hr US$150 hourly
Felix C.
Fundraising Consultant- 5.0
- (9 jobs)
Vancouver, BCFundraisingManagement AccountingFinancial PlanningCash Flow ModelingFinancial ModelingCPACost AccountingFinancial ProjectionCash Flow AnalysisFinancial ReportAre you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services - US$150/hr US$150 hourly
Evan D.
Fundraising Consultant- 5.0
- (9 jobs)
Lafayette, LAFundraisingStartup ConsultingStrategyFinancial ModelingValuationFinancial AnalysisBusiness AnalysisI'm a seasoned finance executive with a proven track record in guiding startups and established companies alike towards financial success and growth. My journey spans from ideation to public listings, ensuring that businesses are well-equipped at every stage. Recent Roles: Director of CFO Services at Forecastr (Mar 2023 - Present): Leading the CFO services division, I've driven excellence in service delivery, spearheaded client acquisition efforts, and ensured that Forecastr offers holistic financial solutions to its clientele. I have a strong emphasis on fundraising, financial planning, and business optimization. Startup CFO at Forecastr (Jan 2022 - Aug 2023): I worked closely with founders, guiding startups in forecasting, fundraising, and operations to unleash their full potential. Founder at Diaz de Arce Consulting (Nov 2019 - Present): I've enhanced business performance for over 20+ startups, venture capital firms, and incubators. I've developed financial models, pitch decks, and valuations, with a keen focus on strategy, finance, and M&A. CFO at Beast Brands, Inc. (Jan 2021 - Feb 2022): Positioned the company for growth by implementing data-driven financial strategies, streamlining operations, and cutting report building time by 50%+ through automation. Founder/Director of Finance at Waitr (May 2014 - Jun 2019): As a pivotal team member, I transformed the company from concept to a successful public entity. I directed financial planning, fundraising ($250+ MM), and built high-performance teams. Key Strengths: Financial Planning & Analysis (FP&A) Fundraising & Financial Strategy Sales & Client Acquisition Business Model Development & Valuations Pitch Deck Crafting Strategic Decision-Making & Business Optimization If you're seeking a strategic partner who can navigate the intricate financial landscape of early-stage to mature businesses, let's connect. I'm here to drive results. - US$75/hr US$75 hourly
Mike C.
Fundraising Consultant- 5.0
- (9 jobs)
Colorado Springs, COFundraisingDirect MailEmail CopywritingCopy EditingArticle CurationArticle WritingWebsite CopywritingNonprofit OrganizationLetter of InquiryGrant WritingGrant ApplicationSkilled writer/editor/wordsmith enthusiastic to communicate life-transforming ideas and principles. Also eager to help generate funding for worthy causes through grant writing and direct mail appeals. Want to browse more talent?
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