You will get Strategic Plan for Nonprofits & Foundations
Rising Talent
Rising Talent
Project details
Strategic planning for mission-driven organizations is different from corporate planning. It requires balancing purpose, community context, stakeholder needs, and real-world constraints. What sets this project apart is that I bring nearly two decades of experience working inside the philanthropy, nonprofit, and community impact ecosystem. I understand how boards, donors, funders, and communities interact—and what information leaders actually need to align around priorities and move forward.
This engagement goes beyond a templated plan. Together, we clarify direction, identify key priorities, and define initiatives that support mission and sustainability. The result is a clear, usable plan that leaders can communicate, staff can act on, and boards can confidently support.
This engagement goes beyond a templated plan. Together, we clarify direction, identify key priorities, and define initiatives that support mission and sustainability. The result is a clear, usable plan that leaders can communicate, staff can act on, and boards can confidently support.
Language
EnglishBusiness Type
NonprofitWhat's included
| Service Tiers |
Starter
$2,500
|
Standard
$6,500
|
Advanced
$12,000
|
|---|---|---|---|
| Delivery Time | 14 days | 30 days | 45 days |
Number of Revisions | 1 | 2 | 3 |
Executive Summary | |||
Company Description | - | - | - |
Industry & Competitor Analysis | - | ||
SWOT Analysis | |||
Customer Analysis | - | ||
Tailored Marketing Plan | - | - | |
Review & Critique | |||
Financial Forecast | - | - | - |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
About Katie
Philanthropy & Community Impact Consultant
Stony Plain, Canada - 8:50 am local time
My work sits at the intersection of philanthropy, community, public policy, and strategic communications — supporting funders who want to align resources with real-world needs and measurable, community-informed impact.
🌱 18+ years in philanthropy, community foundations & social impact leadership
🌱 Stewarded $10M in philanthropic assets & multi-year fund development strategies
🌱 Designed outcome-based grantmaking & evaluation frameworks
🌱 Convened sector partners & stakeholders across community, government & donors
🌱 Former Executive Director, CEO & philanthropic strategist
🌱 Comfortable supporting boards, funders, donors & policy environments
You deserve senior-level advisory that makes philanthropy more strategic, collaborative, and effective.
KEY CAPABILITIES
🎯 Philanthropic Strategy & Grantmaking
• funding strategies & priorities
• grant review & due diligence
• portfolio & cycle design
• community-informed funding models
• landscape scanning & research
• evaluation & learning frameworks
🌿 Community & Partnership Engagement
• place-based investment models
• sector development & convening design
• stakeholder & community engagement
• coalition-building & collaborative funding
• public-sector & policy alignment
📣 Communications for Funders
• impact & annual reports
• donor stewardship & education materials
• case-for-support & narrative development
• briefing notes, board presentations & speeches
• knowledge mobilization & thought leadership
🤝 Fund Development & Donor Strategy
• donor pipeline & stewardship plans
• philanthropic narrative & case-building
• alignment with community priorities & outcomes
🏢 Corporate Philanthropy / CSR / ESG Support
• community investment strategy
• impact reporting & narrative clarity
• stakeholder engagement & legitimacy
• place-based & public value alignment
WHO I WORK WITH
I support clients across the philanthropic ecosystem:
✔ Community Foundations
✔ Private & Family Foundations
✔ Corporate Philanthropy / CSR / ESG Teams
✔ Donor Advised Funds & Donor Families
✔ Social Impact Organizations & Coalitions
✔ Government/Public Sector Partners
This allows me to translate between donors, community, policy, and corporate stakeholders — reducing friction and improving decisions.
WHAT CLIENTS EXPERIENCE
⭐ Clearer priorities & strategies
⭐ More coherent funding & investment theses
⭐ Stronger narratives that resonate with donors & boards
⭐ Better engagement with communities & sectors
⭐ Impact reporting that feels credible & actionable
⭐ Increased alignment between mission, money & outcomes
ENGAGEMENT OPTIONS
I offer:
✔ Strategic advisory (hourly)
✔ Project-based engagements (fixed scope)
✔ Fractional leadership support (retainer)
Common engagements include:
• Grantmaking strategy & evaluation
• Impact & annual reporting
• Donor stewardship & case-building
• Stakeholder & community engagement
• Sector research & landscape analysis
• Strategic & operational planning
• Briefing notes & board presentations
READY TO MOVE FORWARD?
If you're refining your strategy, designing a philanthropic initiative, engaging community, or preparing for an impact report, grantmaking cycle, or donor project — I’d be glad to support you.
Send a brief message about your goals or current challenge and I’ll reply quickly with how I can help.
Steps for completing your project
After purchasing the project, send requirements so Katie can start the project.
Delivery time starts when Katie receives requirements from you.
Katie works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Intake
We clarify mission, community role, goals, and strategic purpose.
Organizational & Context Review
I review relevant materials and assess strategic themes, strengths, and gaps.