Consulting Services
“Charitable Advisors has designed a range of support and consulting services to help you and your organization serve your clients, patrons, members, board, staff, and community.”
Leadership Transition
The retirement, resignation, or dismissal of an Executive Director/CEO is often viewed as a traumatic time for an organization. It is also a pivotal opportunity. Bryan Orander, President of Charitable Advisors, was one of the first among a national corps of consultants who have been trained in the “Prepare-Pivot-Thrive” Executive Transition model developed by the Annie E. Casey Foundation (www.aecf.org ).
Charitable Advisors can play several possible roles to help support the Board through a successful transition:
- Assist the Board in assembling a "Plan of Action" around a departing ED
- Prepare for the retirement of a long-term Executive or founder.
- Assist in recruiting an interim Executive Director (considered a Best Practice)
- Conduct a short, objective, organizational assessment to assist the board in identifying issues that might best be addressed before a new Executive is hired.
- Lead a "board conversation" about the current and future direction of the organization and the type of leader that will be needed.
- Support the Board in its search for the new permanent Executive Director
Fees for Charitable Advisors' Services
Strategic Planning
Whether you have concluded that your organization needs a new or updated "Strategic Plan", a funder has presented you with a challenging opportunity to move to the "next level", or the Board feels it is time for reinvigoration or renewal - we can help
Board Assessment
Special Projects
Training/Speaking
Nonprofit Fitness Center
Contact Bryan Orander at 317-752-7153 or Bryan@CharitableAdvisors.com to explore your needs and whether we would be a good match to assist your efforts.
