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

  • $4.1 Million Raised
  • 45 Clients Served

Strategic Planning

  • 10 Development Brands Completed
  • 8 Strategic Planning Projects Run or Supported
  • 17 Boards Engaged and Educated

Holistic Development

  • 73 Grants Submitted
  • 13 Prospect Pipelines Developed
  • 16 Fundraising Plans Created or Improved
  • 11 CRM Systems Recommended or Configured
  • 20 Fundraising Workshops Delivered
  • 4 Major Campaign Projects Supported

Here's what NextStep Nonprofit LLC Clients are Saying

Ironstone Farm
Tracy is fantastic! I am in a new ED role at a small non profit in Andover, MA and needed support in organizing our fundraising history and coming up with a clear plan for the future. Tracy was patient and flexible and always available. She took our complex history and broke it down into very simple and manageable steps. She took the time to really understand our organization and gave honest feedback. I highly recommend working with Tracy on your fundraising plan. Kerri Whalen, Executive Director.
Project Home Again
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. She had the vision for the process and the final product that we needed. Best of all, Tracy helped make the process fun and engaging. 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. Nancy Kanell, Executive Director.
Safe Havens Interfaith Partnership
Tracy has been an important resource for Safe Havens over the past couple of years. She has helped orient our team so that we look at our development efforts in a more holistic way through board workshops and counsel. Tracy also helped us run a strategic planning process, and, most recently, she helped us understand and use the full capacity of our Little Green Light database. It's been wonderful to have a trusted and informed development resource as part of our team. Alyson Morse Katzman, Associate Director
Elevated Thought
Since joining our ET family, Tracy 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! Marquis Victor, Executive Director.
Beyond Soccer
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. 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 also migrated our CRM system, 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. Stephanie McArdle, Executive Director.
Lawrence Partnership
Tracy has been supporting Lawrence Partnership's fundraising efforts since early in 2018 through her business, NextStep Nonprofit. Tracy has been a creative thought partner for us over these years and a committed resource. Tracy assisted with our latest strategic planning effort, developed content for our annual reports, and helped design our sponsorship packages. Tracy has also assisted us directly with fundraising through the preparation of numerous grant applications for our organization and also for our collaborative partnerships. Derek Mitchell, Former Executive Director
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