Services
Informed by decades of nonprofit leadership experience, Carter’s consultants serve as an extension of your team. In addition to helping you reach your philanthropic goals, we help you build capacity to better serve your mission long after our engagement has concluded.
Fundraising
(It takes heartfelt investments to change the world)
- Campaign Feasibility, Planning, and Counsel
- Case Messaging and Communication
- Mid, Major, and Mega Donor Strategies
- Annual and Gift Planning Programs
- Prospect Research and Analytics
Organizational Planning
(It takes a solid plan and leadership to guide your organization)
- Strategic Planning and Visioning
- Development Program Audits and Assessments
- Succession Planning
- Professional Coaching and Staff Training
Governance
(It takes an engaged Board to fulfill your vision)
- Governance Assessment and Evaluation
- Education and Culture Building
- Retreat Facilitation
- Volunteer Leadership Development
Global Philanthropy
(It takes working globally to truly advance philanthropy worldwide)
- Fundraising and Resource Development Assessments
- Multi-National Campaign Strategies
- Major Gift Program Strategy and Development
- Professional Development and Training
- Executive Coaching
Our holistic approach to strengthening your organization may also include....
Grants Strategy
- Grant Writing
- Grant Strategy Development and Management
- Funding Prospect Research
- Grant Readiness Assessment
Marketing and Communications Strategy
- Communications Audits
- Strategic Communications Counsel and Planning
- Organizational and Campaign Branding Strategy
Donor Database Analysis and Strategy
- Donor Management System Cleansing and Conversion Training and Support
- Analytical Reporting
- Individual Prospect Research
Culture and Climate Development
- Organizational Culture Assessments
- Custom Skill-Building Workshops
- Equity, Diversity, and Inclusion
- Training Change Implementation
- Emotionally Effective Leadership Coaching
How to Get Started
Ready to explore a partnership with Carter? Here's what you can expect from our first steps in the process.
Set Up a Time to Chat
We want to learn about your goals, challenges and aspirations. Carter often becomes a trusted resource even before you decide to work with us. Before any formal engagement, a Carter team member will spend time with you to listen, learn and establish a mutually beneficial relationship through open and honest conversation about your organization.
Custom Advice
We propose our best custom advice for your next step. Our engagements are crafted to give you the level of support you need to achieve success. Life can be messy, and nonprofit organizations are no different. Rarely is one solution perfect for every situation. Carter will walk with you every step of the journey and be your safety net along the way.
A Team Of Experts
We build a team of experts for our mutually agreed-upon solution. Carter handpicks each team of consultants based on your organization’s unique culture, strategic goals and existing resources. Our specialists are highly skilled at adapting our processes and best practices to meet each of our partners where they are and guide them toward success.
Carter Partners Accomplishing Big Goals
We help our partners achieve their goals and address unique challenges.
Carter’s consultants are subject-matter experts in the arts, conservation, healthcare, higher education, human services, independent schools, international relief and NGOs, religious organizations and more. Together, with our partners, we’re advancing philanthropy worldwide across North America, Africa, Asia, Australia, and Europe.
Partners for today and the future
We will always make ourselves available as a resource to you.
“The success of our campaign may not have been possible without Carter’s guidance. Our board and staff are more confident in their abilities thanks to their efforts. They remain close allies and formed connections that reach beyond the typical organization/consultant relationship.”
– Dawn Stanhope, President/CEO, Boys & Girls Clubs of Manatee County
Creative solutions, sound practices
We create customized solutions grounded in best practices that produce results.
“One of the comments made was that ‘Carter thinks outside the box while the other firms seemed very cookie-cutter.’ That is what we discovered at Bozeman Health Foundation. Carter delivered and laid the foundation for future success.”
– Steven Tuttle, Director of Philanthropy, Bozeman Health Foundation