Aligning Mission Impact and Money
Working with Claire
I help nonprofits and their funders gain financial insights so they can put money to work for their mission.
Whether you need financial training for your team, a financial thought-partner as you navigate a challenging time, advice on how to effectively deploy a financial windfall, or need to take your financial management practices to the next level, I’m ready to dive in and work alongside you.
I specialize in financial analysis and planning, which is also called business model, capitalization, or full cost analysis and planning. This work provides a clear understanding of your organization’s financial story - where your money comes from, where your money goes, how it has changed over time, and how your current financial resources impact your mission and goals.
The financial analysis creates a data-informed, shared set of facts that your team can use when making decisions about the opportunities, challenges, or choices in front of the organization, including your fundraising strategies. With financial facts as our foundation, we will set realistic short-term and long-term plans that will work for your organization’s context and culture.
My work is always customized to match the realities faced by your organization.
Contact me
Let me know about the opportunities or challenges you’d like to address together. If it sounds like I’d be a good match for your needs, we’ll schedule a complementary exploratory call to learn more, design our scope of work together, and discuss pricing.
Services for nonprofits and funders
Full Cost Assessment
Financial Analysis
Financial Planning
Budgeting
Multi Year Projections
Scenario Planning
Facilitation of Difficult Conversations
Trainings for Staff and Board
Implementing Trust-Based Philanthropy
Cohort Design and Selection
Cash Flow Projections
Cash Flow Management Strategy
Group Workshops
Change Capital
Conference Presentations
Funder Strategy
Process Improvement
Accounting Policies