advance services
Advance provides strategic guidance and tailored solutions to help nonprofits and mission-driven organizations maximize their impact, strengthen donor relationships, and grow sustainably.
01
financial strategy services
Our Financial Services bring clarity to your numbers, confidence in your decisions, and a steady operating rhythm that supports growth. We provide bookkeeping and monthly close with executive-ready reporting, clean-up and catch-up sprints, fractional CFO support, cash-flow and runway forecasting, and year-end review with a strategy-driven budget. Deliverables include clean financials you can trust, leadership-friendly monthly reporting, cash-flow visibility with scenarios, decision-linked forecasting, and board-ready communication support.
02
leadership strategy services
Our Leadership and Strategy Services help owners and executive teams get aligned, make clear decisions, and execute with confidence, especially in seasons of growth, transition, or pressure. We offer strategy and execution retreats, executive team vision and alignment, executive coaching, and peer advisory cohorts. Outcomes include clear priorities with a real execution plan, stronger roles and decision-making, healthier communication and accountability, more confident leadership under pressure, and trusted peer perspective so you don’t lead alone.
03
Donor Development Program Design & execution
We help you create and execute comprehensive donor development strategies that strengthen relationships, increase donor retention, and drive sustainable growth. From goal setting to personalized engagement tactics, we ensure your donor program aligns with your mission and achieves measurable results.
04
Media Services for Donor Development Programs
We create compelling media content—including program branding, videos, social media campaigns, and digital storytelling—that brings your donor development programs to life. Our media services team can help showcase your organization’s impact, engage current and potential donors, and enhance your fundraising campaigns. Through strategic content creation and distribution, we amplify your message and build deeper connections with your donor base.
05
Donor Development Software Implementation and Training
We guide organizations through the successful implementation of donor management software, ensuring seamless integration with your systems. Our expert training empowers your team to maximize software features, streamline processes, and leverage data to enhance donor engagement and fundraising efforts.
06
Strategic Organizational Consulting
We provide strategic advice to help you navigate challenges, improve efficiency, and optimize operations. Whether you're looking to refine your mission, scale your impact, or develop long- term growth strategies, we collaborate with you to create actionable plans that align with your goals.
07
Executive & Team Leadership Coaching
We offer personalized coaching to executives and teams, focusing on leadership development, decision-making, and communication skills. Our coaching programs empower leaders to build high-performing teams, foster a positive organizational culture, and drive business success through effective leadership.
08
Fractional Executive Directing and Operational Leadership
Our experienced fractional executives provide high-level leadership on a part-time basis, offering strategic direction and operational guidance to ensure your organization operates efficiently and effectively. We support leadership transitions, help solve complex challenges, and drive performance across teams.
On average, our clients have seen...
500
New donors added yearly
$1 Million
Increase in yearly giving
20%
Increase in attendance growth
