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ArtWins Arizona, Inc.

Feasibility Study

ArtWins Arizona is a nonprofit that has been in the planning stage for the past three years and plans to have its inaugural year in operations starting in 2019.  This nonprofit uses an arts festival in Grand Rapids, ArtPrize, as its case study.  With the aim of mounting a similar type of festival in downtown Phoenix but that is unique to the Valley and an aim to be part of the growing downtown economic engine. The organization has no paid staff and a no formal fundraising program which presented a challenge with regards to doing a Campaign Feasibility Study. However, this also offered a great opportunity to do a study outside of the limits of a traditional one. This endeavor took three months and broke the mold with regards to its boundaries but contained the core elements needed for a study, which are 1. to test the merits of the case statement, 2. donor interest, 3. messaging, and finally, 4. proposed budget. The 61-page Final Report resulted in eight key findings and five recommendations for moving forward and contained significant background and current environment & marketplace research.

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Pawsitive Friendships

Organizational Governance Readiness

Pawsitive Friendships is a nonprofit who's mission is to help children with special needs who are not engaging, complying, or progressing in their therapy by providing Animal Assisted Therapy. They are an organization that was founded in 2014. They are also an organization that is growing quickly due to demand but also due to a strong mission, vision, and value-based nonprofit that strives for only the best. Given their growth their By-laws no longer functioned for them.  Through a discovery process we rewrote their By-Laws so they not only fit their current organization but also allowed for future growth and most importantly without being too unmanageable for the staff or board.

Further, they needed to have a path for the growth of the board which resulted in creating a Board Roles & Responsibility packet that contained an annual Conflict of Interest Statement and Annual Participation & Commitment Form to sign each year. This ensures that each board member is on the same page from day one and understands their role within the organization and the commitment they made to further the growth of the organization. These documents were adopted formally by the board and we hosted a Board Workshop to take these documents from theory into practice.

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Merit School of Music

Major Gift Tracking System

Merit School of Music has a budget of $5.7 million, of which over $3 million is raised each year by a development department of five. There are three front-line fundraisers who were doing remarkable work with major gifts, however they were not able to properly document and track their donors through the philanthropic cycle, nor could they accurately or easily get this information to the development committee, board, or the president & CEO. In meeting with the development staff to understand their operations and unique challenges, we developed a cost-effective way to use Rasier's Edge with minimal customization and most importantly a simple way to enter the information they needed to track their metrics. In addition there was minimal staff time needed to set up the system. We also created a step-by-step visual process guide which every development staff member was trained on. In a short amount of time they went from having no data to being able to run reports on their portfolios, showing where donors were in the cycle and where they were to goal with a click of a button or on their dashboard.

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Junior Achievement of Chicago

Expanding Your Funding Base

The model of Junior Achievement allows for great volunteer programs for companies to engage their employees on an on-going basis.  With proper cultivation this model allows for strong relationships with these companies as well as financial support.  JA's donor structure is the opposite of most nonprofits as it is about 85% support through corporate donations. They needed to diversify their donors. Through meeting with them on a short-term weekly basis, we developed strong new avenues for them to explore with new prospects on the individual front and even found new areas to explore with corporate prospects.  Through our work with Junior Achievement we also mapped the prospects to their development committee.  They were able to immediately use our work rather then having a report with a list of recommendations that still required To Dos on their part before it was usable, or produced results.