Foundations & Charities

All services also apply to not-for-profit and corporate organizations

We have extensive experience in helping foundations – both nonprofits and private – and charities reach their goals and operate smoothly on a day-to-day basis. Our expertise extends to fundraising, financial/investment management, donations, Board of Directors development and other key areas.

Board Support/Governance (including Annual General Meetings)
  • A proactive and strategic approach to agenda design, minutes, committee support
  • Ensures compliance with the association’s bylaws and legislation
  • Certification Programs
  • Administration and coordination of professional certifications and credentialing
Consultancy
  • Support to plan, grow and deliver on ambitious goals and directives in the areas of governance, administration, restructuring, policy formation and more
Membership Management
  • Recruitment and retention
  • Communications
  • Database and tracking
  • Surveys and support
Professional Temporary Staffing
  • Temporary assistance to provide special expertise or extra help during heavy workloads, recruiting for new hires and other time-limited situations
Executive Director Role

*Interim Executive Director services available

Head Office
  • Professional image, centralized records, mailing address, dedicated phone line and more at a fraction of the cost of a stand-alone office
  • Traditional “concrete & mortar” or virtual versions
Partnerships
  • Sponsorship’s
  • Strategic alliances (i.e., government, academic, industry relations)
  • Supplier network (i.e., designers, venues, IT providers)
Secretariat
  • Administration
  • Database management
  • Document management
  • Manage and/or liaise with contractors
Technology Services
  • Database management
  • Phone line and voice mail
  • Web design and maintenance
Conference, Meeting & Event Management
  • Conferences, exhibit floors, education sessions, dinners (fundraising/honorary/gala), auctions, golf tournaments and more
  • Program development
  • Awards program management
  • Professional development with cutting-edge technology
Financial Management/Investment Management
  • Full-time Certified General Accountant (CGA) acts as client’s controller
  • All administrative services coordinated with client’s financial management
  • Budgeting, audit preparation, financial statements
Marketing & Communications
  • Advertising
  • Branding
  • E-communications
  • Print (newsletters, brochures, fact sheets, postcards)
  • Marketing & Communications Plans
  • Media Relations
  • Social Media
  • Sponsorship’s
  • Web design and content management
Project-Specific Support
  • For one-time events (product launches, gala dinners, anniversaries, mergers, acquisitions, etc.) or initiatives such as expanding government relations
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