STRUCTURING & STRENGTHENING ORGANIZATIONS
AS THEY GROW TO MEET THEIR POTENTIAL

RACHEL WEINTRAUB CONSULTING has been counseling non-profit institutions and the philanthropists who fund them on issues pertaining to fundraising, board development, organizational development, and strategic planning since 2005.

Principal, Rachel Weintraub, has over 30 years of experience serving the non-profit sector primarily in the areas of international human rights, women’s reproductive health and rights, the arts, and cultural exchange. She has worked closely with organizational leadership, trustees, and donors in the United States, Africa, Asia, Europe, and Latin America.

Rachel Weintraub Consulting’s work assists non-profit institutions in creating, structuring, sustaining, and strengthening their capacity-building efforts as organizations grow to meet their potential.

RACHEL WEINTRAUB CONSULTING is based in Northern California.

FUNDRAISING COUNSEL

❖ Creating short and long-term development plans, timelines, and gift pyramids that project and measure fundraising goals and outcomes

❖ Guiding the implementation of development plan actions

❖ Formulating individual donor and foundation prospect lists based on organization’s internal and external resources

❖ Identifying Board member, individual, and foundation prospects where an appropriate match exists between the prospective donor and the organization’s mission

❖ Providing research profiles and pertinent background information on prospective board members, individual donors, and foundation donors

❖ Designing recruitment and mapping of individual cultivation and “asking” strategies for Board member and individual donor prospects, including designation of materials to present at cultivation and solicitation meetings

❖ Accompanying Executive leaders & Board directors to recruitment and solicitation meetings with prospective board members and individual donors, when appropriate

❖ Creating high-dollar major donor groups, setting criteria, fundraising requirements and benefits for the membership, in concert with Board and Executive leadership

❖ Structuring and directing successful cultivation and fundraising events and donor trips that are related specifically to organization’s location and mission

❖ Identifying opportunities to capitalize on significant organizational anniversaries

❖ Devising plans for fundraising appeals and outreach materials including quarterly and year-end letters, annual reports, and website content

❖ Advising on strategic communications and outreach to assist organizations with profile-building efforts

❖ Advising on creation, description, and composition of Advisory Councils

❖ Counselling on best approaches to foundations and other institutional funders

❖ Giving strategic advice on foundation grant proposals, reports, and budgets

❖ Providing comprehensive edits on foundation proposals and donor correspondence

❖ Mentoring and training executive and development staff regarding fundraising principles and practices and the “how-to’s” of fundraising

BOARD DEVELOPMENT

❖ Conducting in-depth Board Development & Planning Studies including one-on-one interviews with board members and other stakeholders

❖ Creating profiles for prospective new Board members, taking into account Study interview findings

❖ Advising Executive Leadership on recruitment strategies for new Board members

❖ Leading Board facilitation sessions based on Study interviews, analysis, and recommendations

❖ Training Board and staff members on governance, fundraising principles and practices

❖ Stewarding Board Directors and Trustees on fundraising initiatives

❖ Assisting Executive leaders and Board directors in formalizing board member Criteria, Roles & Responsibilities with emphasis on fundraising

❖ Advising on Board leadership structure, positions and committee structure

❖ Setting agendas for and directing Board Development Committee meetings

❖ Creating, revising and amending Board By-Laws, Board Terms of Reference, Conflict of Interest Policies, and Reserve Fund Policies

❖ Drafting and amending Board Manuals

❖ Training Board directors on the “how-to’s” of fundraising and recruitment of new donors

ORGANIZATIONAL DEVELOPMENT

❖ Coaching Executive Leadership on a broad range of capacity-building issues

❖ Advising on plans for growth by creating organizational charts with reporting relationships, thereby facilitating important staff re-structuring and expansion

❖ Conducting Executive and Development job searches including writing position descriptions, recruiting, creating interview questionnaires, conducting interviews, and advising on all aspects of hiring and evaluation procedures for executive director, development director, and other development department positions

❖ Creating work plans for and training incoming Development Directors and other development department positions

STRATEGIC PLANNING

❖ Spearheading capital campaign feasibility studies, plans of action, and working committees to insure campaign success

❖ Conducting Strategic Plans with special emphasis on fundraising plans that reflect organization’s mission, vision, and theory of change

❖ Coaching Executive leadership, development staff, board directors and other organizational partners and stakeholders on issues pertaining to strategic planning

❖ Providing strategic communications guidance for organizational website content to align with mission and vision