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Institutional advancement formulates a vision and engages potential donors in the excitement of seeing that vision realized. While feasibility studies evaluate the potential donor pool and the resources that might be tapped, it is equally important for an organization to take a hard look at the financial underpinnings of its vision and the soundness of its strategy.
How we help
We have years of experience in developing and evaluating strategies, assessing business plans, and assessing economic and financial forecasts. We can help you to take a hard look at the assumptions, forecasts, and plans in your budget and financial strategy to give you the assurance that, when you meet your fundraising goals, you will be able to attain your vision.
We provide a range of services that are committed to bringing best practices into the board room and making finances understandable. Click on this link to see our clients describe how we have helped.
For other ideas on how to ensure you have a sound strategy underlying your advancement goals, please click on the links above for Seminars & Workshops and Resources & Publications.
The Role of Allen Proctor Consulting
As Allen Proctor Consulting works with organizations to evaluate financial condition, identify options and strategies, and build reporting and decision-making structures, it cannot and should not take the place of an engaged board or full-time financial staff. Rather, Allen Proctor Consulting provides the strategy for a sustainable financial future, readies the board and management to undertake the strategy, and "coaches" those responsible for implementing the strategy. The ultimate success of any financial strategy will depend upon effective communication of the goals and justification for your strategy with donors, staff, clients and patrons, and especially the media.
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