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Phillip Cates

Capacity Building & Resource Development
Strategic Consulting

Contact Information:

5516 Bridford Place
Raleigh, NC 27613
United States

Years in Business:

 

8

Clients I'm Seeking:

 

If your organization (for profit or nonprofit) is seeking to develop an ambitious but achieveable strategic plan that focuses on successful branding, increased funding, and growing your capacity help, I might be the right consultant for you to explore working with. I am determined to give my clients a "brutally honest" reality check in setting their goals and measurable outcomes, while pledging to help them find the strategies, technical assistance, and resources to fulfill their mission. I have worked with organizations with annual budgets as low as $50K up to $10M, including start-up and re-organizations. In addition, I have a special interest and a good degree of success working with faith-based initiatives.

About My Business:

 

* Start-up and re-organization initiatives including legal, financial, funding, board, volunteer, and staff selection and training. * Strategic planning services for nonprofit organizations in transition or seeking to make the leap to the next level of effectiveness. * Interim and short-term transitional staffing for project management, resource development, and executive leadership positions. * Board, staff, and executive leadership mentoring services in personal/professional effectiveness, organizational management and transitions, personnel development, and resource development, including fundraising and major gift solicitation. * Board and staff training in creating a cohesive team, creative and development condusive culture. * New and existing program identification, development, and evaluation. * Extensive and professional fund development research and planning, including government and private sector grants, major gifts, and philanthropic investment strategies utilizing both your existing donor pool, increasing your referral pool, and creating new charitable markets through key list purchases, social and other electronic media. * Assessment of your current fund development program, including annual fund, direct mail solicitation, Net presence and footprint, major gift and planned giving pool. * Planning and implementation of special one-time solicitation campaigns and/or annual fundraising program including affinity marketing campaigns, annual fund and/or major/key donor appeals, and e-campaigns using direct mail, social media, Twitter and telephonic giving. * Organizational development retreats where you, selected staff, and key board members can mingle and discover cross-over approaches with peers from other organizations outside of your competitive market place.

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