Leading with Experienced Advising, Offering Expert Insights and Steadfast Solutions

Our Services

  • 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

    • 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

    • 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

    • Endowment campaigns

    • Capital campaigns

    • Annual fund

    • Faculty campaigns

    • Planned Giving/Leave a Legacy campaigns

    • 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

    • 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

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