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Our Services

Building a foundation for the future

Fundraising & Grant Management

As a grassroots non-profit, charity, or social enterprise, applying for grants can be intimidating. How do you find the right grant opportunities? What if you don’t have all of the necessary information the funder is looking for? Which grants are worth the time applying for and which ones should be skipped? Once you’re lucky enough to get the grant, the important work of contract review and project execution becomes central, with their own unique challenges.

Telling your story to governments and philanthropic foundations is not a one-size-fits-all approach. From the data you present to the targets you set to the grants you apply for, we help you improve your grant management life cycle and facilitate the conversations to effectively help you tell your story in the community.

To serve you, we license several grant databases for both Canadian and international opportunities and include periodic grant scans in our service offering.

Donation management requires an understanding of Canada Revenue Agency rules, something we have extensive experience in supporting your team with to save time and energy. We can integrate your various donation management applications to create a consolidated and simplified set of reports for your staff, volunteers, and Board.

For our on-going support services, our pricing is based on the number of staff on your team we support. We do this to align our incentives with yours. Your growth is our success. As a result, it’s in our best interest to advance your fundraising and grant management efforts.

Ongoing Support Services

From processing donation receipts to helping automate your donor management systems to grant preparation and review, your success in expanding on your mission is directly tied to our purpose. We can facilitate and coordinate the grant management work to help your reach new heights!

Consulting Services

We co-develop a custom solution with you! Whether you are modernizing your processes, improving transparency with your staff, reducing the bureaucracy, or more, we can help get your internal team get on the right track!

Book a free consultation!

Training & Education

From free on-demand content on our YouTube channel to custom training packages, we can help you get the most out of your existing staff and infrastructure with a very small investment. We even offer an ongoing training subscription package to provide custom content directly to your team across technology and operational processes.

Includes:

  • Donation processing
  • Pledge management
  • Coordination and administration of 3rd party platforms
  • Policy and procedure management and training
  • Reporting to funders and other stakeholders
  • Charitable receipting for tax purposes
  • Integration of reporting from various donation databases
  • Grant searches through our licensed Canadian, US, and international grant databases
  • Process development for funding drives, events, and other activities
  • Grant reporting
  • Internal reporting at the grant level

Out of scope:

  • Event coordination and planning
  • Fundraising strategy
  • Social media & communications
  • Public relations

To see the other functions we can support, click here to return to the previous menu.