What We Do!       

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

  • Deep- dive analysis and analytics

  • Video, photography, content creation

  • Web Design & SEO optimization

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.

Ultra Retreats

We offer a range of immersive experiences in our well-appointed office, with lodging offered at a lovely local inn — both are 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 and meals, as well as deep-dive work-sessions that we define with one or more pre-retreat consultations.

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

Testimonial

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

RECENT TESTIMONIALS COLLECTED HERE

“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