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”
Stan and Nancy skillfully guided us to exceed our capital campaign goal. We would not be in our incredible new space without their expertise.”
— Diane Wong, J-Sei
The services we provide are:
Trainings on all aspects of grassroots, community-based fundraising (see more)
Board training on the roles and responsibilities of a nonprofit board and 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 (including event planning, monthly giving, planned giving)
Design and structure of major gifts, capital, or endowment campaigns
Coaching for development staff or executive directors
Integrating fundraising into organizing, advocacy or other program work
Facilitation of board and/or staff meetings and retreats
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