Fundraising

We have the expertise and vision to help you raise funds for all that you do

  • Grant & prospect research

  • Planning — development & move-management plans, fundraising calendars & more

  • Grant writing and reports — from small to huge

  • Membership drives and annual appeals

  • Sponsorship strategies including pitch decks, info-graphics and more

  • Impact statements, end-of-year reports, and other donor-retention tools

  • Earned income advisement

  • CRM advisement & setup

  • Capital projects fundraising of all kinds

Strategy & Planning

We work with you to develop and steward your organization in a focused, ethical, and mission-aligned way, building a resilient, thriving culture

  • Strategic plans, including expansion or contraction plans

  • Crisis planning

  • Fiduciary and financial plans and policies

  • Budget development and tracking

  • Mission-aligned, inclusive programming

  • Capital planning

  • Board development/management, aka managing up

  • Mission/vision review and mission drift prevention

  • Board committee — standing & ad hoc — development and charters

  • Development of community/workplace standards and commitments

Marketing &

Communications

Leading the development of relevant and individualized marketing strategies, starting with organization-wide style guides and templates

  • Marketing and communication strategies

  • Digital and social content creation

  • Thought leadership strategy and conference planning

  • Mission, vision, and voice narrative development

  • Media relations strategy and op ed development

  • Crisis communications

  • Style guides, visual identity development, and templates

  • Annual reports and publications

Testimonials

I have worked with Caroline Crumpacker in several capacities — as a board member, editor, executive coach, and confidante. A deeply thoughtful, seasoned professional in her field, she knows the not-for-profit world inside and out. From fundraising to marketing, to operations, and relationship management, she is a pro — and a pleasure to work with. I cannot recommend her work highly enough.

KATY LEDERER, Author, Journalist, former Board VP at Millay Arts

Ultra Retreats

We offer a range of immersive experiences focused on the areas listed above as well as more topical issues.

Retreat offerings include meetings in our well-appointed office, and lodging at a lovely local inn — both in Tivoli, New York, a sweet mid- Hudson Valley town.  Sometimes fresh air, lovely surroundings, and time for a thorough conversation make all the difference.

Ultra Retreats last between 1 and 5 days and can include lodging, meals, and local outings, as well as deep-dive work-sessions.

Each retreat is different, and tailored to your specific organization. We work with you to decide if a retreat is appropriate and to organize and schedule it per your needs.

Coaching

We offer a range of coaching services designed to help staff maximize their strengths while finding ways to work through challenges productively.

This includes the development of a positive and generative work environment related to community commitments, as well as the creation of foundational documents such as a code of conduct and an employee handbook, etc.

We look at staff issues holistically, helping you develop an inclusive, equity-conscious, and trauma-conscious workplace culture and mode(s) of communication.

“The efficacy of the philanthropic approach is that it engages the long-standing, and overarching structures, such as laws and institutions, that perpetuate inequity in society.”

— Jule Hall, Assistant Director of External Programs, The Innocence Project