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

  • Event and gala management

  • Membership drives and annual appeals

  • Sponsorship strategies and pitches

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

  • Earned income advisement

  • CRM advisement & setup

  • Capital projects

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, 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

  • Organizational Code of Conduct for ethical operations

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.

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 development of key staff management and staff cultural documents such as code of conduct and employee handbook, etc.

“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

“Culture eats strategy for breakfast.”

— Peter Drucker