Our Services

While we work with a broad range of organizations and issues, most of our clients have budgets of less than $2 million and boards comprised of their constituency.

We have a great deal of expertise working in low income and marginalized communities, with progressive causes and controversial issues, as well as fundraising in rural communities, for start-up organizations, and organizations moving away from reliance on foundation dollars.

Our fees are reasonable; we can travel to meet in person or work by phone and teleconference.

 

 
 
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“Fired Up”

Your fundraising workshop really fired up the board, and that is a real first. I also appreciate that you had such an intimate feel for our organization just from the literature I sent you. No one has quite connected to the important stuff as you did. ”

— Susun White, Pa’ia Youth & Cultural Center & Hale Na ‘Opio, Paia, Hawai’i

 

The most common services we provide are:

  • Fundraising assessments

  • One-, two- or three-day trainings on all aspects of grassroots, community-based fundraising

  • Board training: general trainings on the roles and responsibilities of a nonprofit board;  fundraising trainings to build skills and understanding of board members' role in fundraising

  • Assistance in development of annual fundraising plans

  • Consultation on development of individual donor programs

  • Ongoing consultation for capital campaigns

  • Design and structure of major gifts, capital, or endowment campaigns

  • Coaching for development staff or executive directors

  • Facilitation of board and/or staff meetings and retreats

 
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Best learning experience

“My simple kudo to you Kim! During my stint as an Executive Director, your workshop and one-on-one help were among some of the best learning experiences in my professional career.”

— Marc Smiley, Solid Ground Consulting

 

We provide trainings on a range of fundraising and other organizational development topics for individual organizations, foundation grantee cohorts, nonprofit conferences, and via webinar. Trainings (ranging from two hours to multi-day formats) can be customized for boards, staff, and volunteers.

We will work with you to design a curriculum that meets your unique needs.

Here is a sample of some of the topics we can cover:

  • Key elements of fundraising success

  • Steps to successful fundraising from individual donors

  • Getting over the fear of asking

  • Making an ask

  • Building a fundraising team

  • Developing effective boards

  • The role of the board in fundraising

  • Creating a fundraising plan

  • Fundraising campaigns

  • Writing effective appeals

  • Integrating fundraising and program work

  • Planned giving for small nonprofits

  • Fundraising to build grassroots power

  • Fundraising in uncertain times

  • Special events & house parties

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Secured the gift!

“Immediately following the workshop I was contacted by one of our donors regarding planned giving. Thanks to your workshop I was able to convey all the necessary information and secured the planned giving gift.”

— Melissa Kendrick, Food Bank for Monterey County

Frequently Asked Questions

How do I start working with a Klein and Roth consultant?

Email us with a brief description of what you're looking for so we can see whether Klein and Roth Consulting might be a good fit for your needs. We will respond to your inquiry via email or phone.  Or you can also give us a call at 510-893-8933 x. 301.

Is your firm licensed with the State of California?

Yes, we are a registered consulting firm. Our Fundraising Counsel registration number is #1770.

Are you willing to work for a percentage of what you raise?

We do not do any direct soliciting for our clients. Further, we are opposed to raising money on a percentage basis, and highly recommend against this practice. For more information on why we feel this way, see this article by Kim Klein.

What are your fees?

Our fees vary depending on the kind of work an organization wants.  Keynotes generally range from $2,500 to $5,000, day-long trainings are $1,800 to $3,000, fundraising program assessments range from $4,000 to $7,000, and consultation or coaching is billed by the hour at $165 to $250.  Our clients are mostly small to mid-sized social justice organizations and we will work with you to keep the fees reasonable and affordable.

Can I talk with you before committing to any fee?

We start with a 30-minute phone call, which is free of charge.  This helps us determine whether we can help you, and helps you decide if you want to use our services.