Leading with Experienced Advising, Offering Expert Insights and Steadfast Solutions
Our Services
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For Funders:
Strategic Philanthropy Planning with Individuals
Linking Donors with Institutional Doers
Creating Communities of Shared Purpose
For Institutions:
Feasibility Studies
Campaign Committee Advisory Services
Donor Solicitation Training
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Enact board member assessments and review of organizational structure
Goal setting for the Board of Directors
Review board nomination process and engagement structure
Assess by-laws and leadership structure
Develop opportunities for continuous board education opportunities
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Provide interim CEO management expertise and assists in succession planning for staffing transitions to assist in realizing your mission
Produce a success plan and timeline for conducting an organizational assessment
Deliver direct communication to executive leadership/Board of Directors
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Endowment campaigns
Capital campaigns
Annual fund
Faculty campaigns
Planned Giving/Leave a Legacy campaigns
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Identify operational efficiencies for awarding scholarship distributions
Due diligence and assessment before and after grants are distributed
Grant distribution processing
Annual report development for donors/Board of Directors
Facilitation of communication to grant recipients
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Perform feasibility studies for capital expansions
Provide fundraising and staffing assessments
Board of Director strategic planning for future expansion
Donor stewardship programing
Kelly Zúñiga is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on:
Cultivation Strategies for Successful Board Leadership
& Strategic Board Assessment
Capital Campaign/Endowment Campaign Fundraising Advisory Services
Writing Successful Grant Proposals
Enhancing Internal and External Communications
Stewarding Financial Resources
Expanding Collaborations and Programming
Constructing Institutions with Impact and Sustainability
Supporting Donors via Philanthropy Advisory Services
What People are Saying