Symbiotic

Services

Development Planning

  • Assess your organization’s business model 
  • Find new development opportunities 
  • Structure your development department’s budget, staffing, hiring, and long-term strategy

Grants Readiness Assessment

  • Determine the probability of successfully winning a specific grant
  • Estimate the staff and consultant resources needed to complete the proposal
  • Determine resources needed for post-award grants management
  • Conduct a risk/benefit analysis for a successful proposal

Prospect Research

  • Grants prospect research
  • Assessment and ranking of organizational priority alignment
  • Recommendations for connecting with the grantmaking organization’s team
  • Major gifts prospect research

Proposal Project Management

  • Lead onerous grant application processes from start to finish
  • Manage all aspects of proposal submission including narratives, budgets, supplementary documents, and online submissions
  • Achieve buy-in from project partners
  • Liaise with project partners to ensure project is completed by the deadline

Development Infrastructure

  • Create processes and policies for your development department
  • Identify donor and grants management and communications tools that are right for your organization
  • Ensure organizational documents are up-to-date and accessible
  • Set up a grants management system
  • Conduct risk assessment

Staff Training

  • Train junior staff members on grants and fundraising practices
  • Lead informational presentations and trainings at staff meetings 
  • Provide on-the-spot guidance and advice

Board Development

  • Initiate a Board development committee
  • Lead informational presentations and trainings at Board meetings 
  • Workshop with Board to identify connections

Grant Writing

  • Write letters of intent, proposal narratives, and concept papers
  • Edit proposals and make recommendations for improving the narrative
  • Determine objectives, activities, deliverables, and evaluation plans 
  • Align project narrative to the project budget and write budget narratives
  • Develop logic models

Post-Award Process Planning 

  • Communicate award information to staff and Board
  • Identify on-staff project manager and team and assess job description changes
  • Set expectations for project roles and responsibilities
  • Recruit and hire necessary staff to complete the project successfully
  • Set up project check-ins
  • Align grant budget with chart of accounts

Grant Reporting

  • Work with program staff to submit high quality report narratives
  • Work with finance staff on expense reports
  • Find creative ways to communicate project impact

Funder Communications

  • Craft outreach emails and phone scripts
  • Develop ongoing communication for cultivation and stewardship
  • Draft talking points for funder calls
  • Design creative recognition strategies
  • Create face-to-face touchpoint plans for events

Interim Services

  • Fill the role of development director, grants director, or grants staff services
  • Provide interim executive director services with a focus on retaining funder trust and investment
  • Fill gaps for executive and staff roles when on parental leave or when position is temporarily vacant

Development Recruiting

  • Identify the specific type of fundraiser your organization needs
  • Write job descriptions
  • Conduct talent search
  • Structure interview process and ensure process is adhering to up-to-date DEI practices