Consulting
How can Charitable Advisors Assist Your Organization?
Welcome to Charitable Advisors where our mission is:
"To support the Board and staff leadership of Indiana and SW Ohio not-for-profits in increasing the capacity of their organizations to respond to the needs of their constituencies and communities."
Charitable Advisors has designed a range of consulting services to help you and your organization serve your clients, patrons, members, board, staff, and community better.
Bryan Orander, Founder/President
Strategic Planning/Operational Assessment
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.
Contact Bryan Orander at 317-752-7153 or Bryan@CharitableAdvisors.com to explore your needs and whether we would be a good match to support you.
Executive Transition
For more info > Special Projects/Project Management -
Nonprofit Capacity Building
We have established a high level of visibility with central Indiana not-for-profits and a reputation for acting in the best interest of the Indiana nonprofit community. As a result, we have been provided opportunities to work on foundation-funded projects that impact multiple organizations or even the whole community. We would love to talk with you about any initiatives you have in mind to support and improve the nonprofit community in central Indiana or our entire state.
Example #1
Designing and Managing a 12 month, statewide effort - The state office of a large group of related youth-serving nonprofits received a $50,000 grant to increase fund raising, volunteer recruiting, and governance capacity. As they spoke with various consultants across the country, they were told the best they could do was to get six fund raising assessments for that price. The state leader was not satisfied and kept looking until she connected with Bryan Orander of Charitable Advisors.
Bryan suggested partnering with Indiana Youth Institute's Briefcase program(after getting IYIs agreement) to leverage the modest grant dollars plus putting together an extensive set of resources and services available to all 60 of the groups nonprofits across the state that included:
A special resource website created specifically for this initiative
10 telephone training seminars on fund raising, marketing, and board topics
Several thousand dollars(total) in printed books and resources from the Grantmanship Center, CompassPoint Nonprofit Services, and Charitable Advisors, including "Best of Board Cafe", "Asking for Money", and "Welcome to the Board".
Bi-weekly e-mails to the whole network to educate them about related topics and share resources.
Six organizations worked with IYI consultants in fund raising assessments, planning, and board development
Twelve new, basic websites were created for organizations that did not have a web presence and staff members were to do their own updates.
A Spring Full Day training was provided in two locations to better connect the members, strengthen networking, and reinforce information previously shared.
End Result - Key outcomes included increased knowledge and confidence about fund raising, marketing, and volunteer recruiting/mgmt; increased connection and information sharing between agencies; increasing board actions and engagement around organization/financial sustainability; and increased efforts in outreach, marketing, and volunteer recruiting. The client felt that we were able to squeeze a lot of value out of the funds they had available.
Example #2
Developing a resource to benefit all central Indiana nonprofits - A national foundation contracted with us to take the operational lead role to research and develop an initiative to identify consulting/vendor resources in the central Indiana community with nonprofit expertise, qualify them and find a way to connect those consultants/vendors to nonprofits that can benefit from their efforts. Research was done of similar efforts across the country; discussions and focus groups were held with nonprofits, consultants, vendors, and funders; area nonprofits were surveyed to define the size of the consultant/contractor/vendor marketplace; technology specifications were designed and the project was managed through the point of handoff to the newly hired program manager at a local university where the effort is now housed.
Example #3
Expanding leadership and adaptive capacity - A northern Indiana foundation wanted to develop a recurring, reflective self-assessment process that would allow their grantees to identify and focus on expanding their leadership and adaptive capacity over the course of each multi-year grant period. Building on earlier work with this client, we assembled a framework and process for a facilitated self-assessment that is being rolled out for many of their grantees over a several year period.
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.