Our Services
“The fundraising expertise that Stephanie provided over many years as both our Development Director and then capital campaign consultant enabled us to build a more professional and effective development program. Stephanie meets an organization where it is and works with you to build fundraising expertise from there.”
How We Can Serve You
While we work with a broad range of organizations and issues, most of our clients have budgets of less than $5 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 you in person or work by phone and video conferencing.
Moving on up
“Nancy skillfully guided us to exceed our capital campaign goal. We would not be in our incredible new space without her expertise.”
— Diane Wong, J-Sei
The services we provide are:
Fundraising assessments
Fundraising training (see more)
Board development
training on the roles and responsibilities of a nonprofit Board
building fundraising skills
Board assessments
consulting and coaching on the role of the Board in fundraising
Fundraising planning
Developing individual donor programs
Planned giving
Major Gifts
Capital and endowment campaigns
Coaching for development staff or executive directors
Integrating fundraising into organizing, advocacy or other program work
Facilitation of meetings and retreats
Website creation for small nonprofits
Development Director job searches
Fundraising to build grassroots power
For more information about fees, etc. click here.
Super practical advice
“The depth of experience Klein & Roth Consulting brings to the table is invaluable. I left each conversation with clear and actionable next steps to help develop our donor base further, or to move a specific conversation forward.”
— Brian Depew, Center for Rural Affairs
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