Customized Management & Fund-raising Counsel

Strategic Thinking & Planning

Using a range of techniques such as environmental analysis, retreats, stakeholder interviews, focus groups and surveys, EFS helps an organization articulate an inspiring mission, vision and values as well as outcome-based goals, measurable objectives and initiatives with impact. We provide strategic implementation tools to help ensure forward-focused thinking and rigorous execution.

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Asking & Giving

EFS partners with clients to facilitate their planning, design and successful implementation of capital, endowment and major gift campaigns. Typically, EFS will conduct a feasibility study prior to any fund raising to assess donor capacity and inclination as well as internal campaign readiness. Recognizing the importance of organizational sustainability, EFS also develops strategic fund-raising plans starting with an audit of the current fund-raising program.

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Governance & Leadership

Dynamic and effective organizations are governed by dynamic and effective Boards and staff leaders. EFS heightens understanding of the Board's fiduciary, strategic and generative roles. EFS supports and coaches Executive Directors and Heads of School as well as Board Chairs. Best practices are introduced and built upon to facilitate a constructive partnership between the Board and senior staff.

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To every project, EFS brings the belief that management and fund raising for nonprofits are inextricably linked. Successful fund raising is grounded in sound strategic thinking. And, an organization cannot remain relevant or thrive without financial resources.