where strategic planning and holistic fundraising meet

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Our Approach

NextStep Nonprofit LLC will use our fundraising expertise to inform your strategic planning process, ensuring that you’ll be able to fund the projects you plan. 

We’ll also use our strategic planning expertise to inform your fundraising efforts, ensuring that all your fundraising components (culture, brand, impact, resources, and board) are working together as an effective, holistic system.

Holistic Fundraising
Strategic Planning

Overall Impact

  • $3.7 Million Raised
  • 43 Clients Served

Holistic Development

  • 61 grants submitted
  • 13 prospect pipelines developed
  • 15 fundraising plans created/improved
  • 10 CRM systems recommended/configured
  • 15 Culture of Philanthropy workshops delivered
  • 4 Major Campaign projects

Strategic Planning

  • 7 identity/development brand snapshots created
  • 7 strategic planning projects
  • 15 boards engaged/educated

Here's what NextStep Nonprofit LLC Clients are Saying

Marcus Victor

Elevated Thought, Executive Director

“Elevated Thought has been working with Tracy since May of 2018. Since joining our ET family, she has provided a tremendous boost to our development and capacity to fundraise. Tracy has helped orient our staff and board to fundraising work, informed our fundraising strategy, and influenced our decision making on where we’re putting energy and time into grant applications. Tracy has helped us creatively tell our story and build our fundraising language through numerous grant applications. She is now helping us build up our development staffing capacity internally. As a grassroots organization with staff who wear many hats at once, Tracy has provided much needed support to help us remain stable during times of rapid change!”

Stephanie McArdle

Beyond Soccer, Executive Director

“For any nonprofit, large or small, development work can feel overwhelming. Tracy, however, makes that work feel far less daunting. In fact, she makes it fun. She has been a reliable and creative fundraising resource for Beyond Soccer since early in 2019. Through NextStep Nonprofit, Tracy has helped us develop new narrative language for several of our larger and more collaborative initiatives, giving shape and form to our ideas and energizing our efforts. Tracy has helped us secure funding directly through grant application preparation and bolstered our fundraising efforts through counsel and coaching. Tracy also customized our Network for Good database, enabling us to use the tool more fully and to better understand, analyze, and communicate our revenue portfolio so that we can grow it in time.

Nancy Kanell

Project Home Again, Executive Director

 “Tracy has been so helpful over the past few months facilitation our 18-month strategic planning process. We are at a critical point in the growth of our organization and getting this right is imperative. Tracy aptly guided our team in investing the time we needed to reflect on what was most important, and moving us along whenever we got stuck in the weeds. She had the vision for the process and the final product that we needed. Tracy shared important insights and wisdom from her career in the nonprofit sector throughout the process and she had a collection of useful tools and techniques to apply to each stage. Best of all, Tracy helped make the process fun and engaging. The process itself helped us evolve as a team and as an organization. We are feeling energized with our strategic plan that is relevant and achievable for us and which will keep us focused throughout our next growth stage.”