Nonprofit Services

Nonprofit Services

Nonprofits are at the heart of social change, and we partner with you to help you address challenges, deepen your mission, and strengthen the communities you serve.

Our approach is rooted in relationships and collaboration. We work alongside you to clarify your vision, manage change, and align your strategies with your goals. Whether it’s setting strategy, ensuring long-term sustainability, or fostering a culture of learning, we help you turn ideas into actionable plans and plans into measurable results. Working together we can help you answer such as:

  • What should our goals and priorities be in the years to come as we work to advance our mission?
  • What next steps, resources, and capacities do we need to implement our strategy?
  • How can we manage the change required to deliver a new strategy?
  • How can we ensure alignment between our culture and our new strategic direction?
  • How can we effectively engage stakeholders in our strategy and programs?
  • How can we assess our organization’s progress and impact?
  • How can we stay nimble and adapt to changing circumstances?
  • What should we do to ensure long-term sustainability for our organization?

Learn more about our services below.

Strategy & Implementation

What should our goals and priorities be as we work to advance our mission?

What next steps, resources, and capacities do we need to implement our strategy?

How can we manage the change required to deliver a new strategy?

How can we ensure alignment between our culture and our new strategic direction?

How can we effectively engage stakeholders in our strategy and programs?

We work with nonprofits to clarify bold visions, refine their theory of change, and align stakeholders around shared goals. Our strength lies in facilitating inclusive processes that center the voices of the communities you serve because the people closest to the issues know best which strategies will succeed. (See more about our approach in our field guide on Sharing Power with Communities.)

Once plans are in place, we bridge the gap between strategy and implementation, helping your team create focused and flexible plans for implementation and managing internal changes and culture changes that may be required. Our approach ensures clear priorities, purposeful decisions, and agility to navigate changes, giving your organization the confidence to achieve its goals.

Related Case Studies

“As we were preparing to begin a strategic planning process, we were looking for a different process that would challenge us. Community Wealth Partners was able to deliver that by helping us think about how to better engage staff and parents from across the country through a participatory research process.”

— Michelle McCready, Senior Vice President of Organizational Advancement, Child Care Aware of America

QUESTIONS?

Connect directly with one of our team members.

Lori Bartczak Associate Vice President
REACH OUT TO LORI

Sustainability Support

What should we do to ensure long-term sustainability for our organization?

Many nonprofits have questions about the ideal path for achieving impact and ensuring sustainability for the long term. We help nonprofit leaders make strategic choices about what an organization will deliver, to whom, and how it will create impact. From there, we help organizations clarify the resources, structures and processes that will be needed to deliver impact, what they will cost, and what will drive revenue, whether it be from grants, donations, earned revenue, or a combination.

For organizations seeking to explore opportunities for earned revenue, we have 25 years’ experience helping hundreds of nonprofits assess the feasibility of products and services that generate earned revenue and enable scaled impact. (See our Earned Revenue Field Guide here.)  Our experience includes assessing organizational assets and capacity for earned revenue generation, understanding the needs and opportunities within markets, testing products and services, creating financial models, and developing implementation plans.

 

Related Case Studies

“What I find very valuable is the work Community Wealth Partners has done with nonprofits working at scale. We are a $350 million organization, serving 4,200 people, with more than 600 employees. There aren’t a lot of organizations that understand what’s required working at this scale.”

— Jonathon Rondeau, President & CEO, The Arc Central Chesapeake Region

QUESTIONS?

Connect directly with one of our team members.

Amy Celep CEO
REACH OUT TO AMY

Learning and Assessment

How do we assess our organization’s progress and impact?

Nonprofits need evaluation and assessment processes, systems, and tools that support a culture of continuous learning and improvement. We help you develop meaningful, practical, and sustainable measurement frameworks, as well as create culture and systems to support continual learning. Our clients consistently cite our ability to synthesize multifaced, complex data and distill it into targeted recommendations that help guide organizations with clarity and purpose. We can help you create evaluation plans, logic models, dashboards, or other assessment tools and partner with you to determine the systems, processes, and resources needed to support a culture of continuous learning.

Our approach to learning and evaluation prioritizes three core values:

  • User-focused: We work closely with you to identify essential stakeholders who will use evaluation plans and tools for learning, decision making, communication, or influence purposes.
  • Flexible: We create evaluation plans and tools that clients can use and adapt as needed when implementation plans evolve.
  • Equitable: We are committed to helping clients understand the extent to which their strategies are leading to more equitable outcomes and prioritize equitable evaluation practices in our approach and recommendations. This includes practices like disaggregating data to understand how experiences may differ by race or other aspects of identity, ensuring data collection considers a broad range of perspectives, and considering how the people affected by what is being evaluated have the power to shape and own how evaluation happens.

 

“The team kept saying, “the answer’s in the room,” and through the process Community Wealth Partners led, I learned that’s true. When you’re used to being in charge of everything, and you have to shift to being adjacent, that was a big shift for me and my team. Community Wealth Partners was instrumental in helping us talk through that and being empathetic when we said, ‘this feels uncomfortable.’ I was appreciative for this space to be able to talk through that.”

– Lauren Peterson, early childhood project specialist, Western Oregon University

QUESTIONS?

Connect directly with one of our team members.

Simone Swanson Communications and Business Development Manager
REACH OUT TO SIMONE
Strategy & Implementation
Sustainability Support
Learning and Assessment

Strategy & Implementation

What should our goals and priorities be as we work to advance our mission?

What next steps, resources, and capacities do we need to implement our strategy?

How can we manage the change required to deliver a new strategy?

How can we ensure alignment between our culture and our new strategic direction?

How can we effectively engage stakeholders in our strategy and programs?

We work with nonprofits to clarify bold visions, refine their theory of change, and align stakeholders around shared goals. Our strength lies in facilitating inclusive processes that center the voices of the communities you serve because the people closest to the issues know best which strategies will succeed. (See more about our approach in our field guide on Sharing Power with Communities.)

Once plans are in place, we bridge the gap between strategy and implementation, helping your team create focused and flexible plans for implementation and managing internal changes and culture changes that may be required. Our approach ensures clear priorities, purposeful decisions, and agility to navigate changes, giving your organization the confidence to achieve its goals.

Case Study

City Year

“As we were preparing to begin a strategic planning process, we were looking for a different process that would challenge us. Community Wealth Partners was able to deliver that by helping us think about how to better engage staff and parents from across the country through a participatory research process.”

— Michelle McCready, Senior Vice President of Organizational Advancement, Child Care Aware of America

QUESTIONS? CONNECT DIRECTLY WITH ONE OF OUR TEAM MEMBERS

Lori Bartczak Associate Vice President
REACH OUT TO LORI

Sustainability Support

What should we do to ensure long-term sustainability for our organization?

Many nonprofits have questions about the ideal path for achieving impact and ensuring sustainability for the long term. We help nonprofit leaders make strategic choices about what an organization will deliver, to whom, and how it will create impact. From there, we help organizations clarify the resources, structures and processes that will be needed to deliver impact, what they will cost, and what will drive revenue, whether it be from grants, donations, earned revenue, or a combination.

For organizations seeking to explore opportunities for earned revenue, we have 25 years’ experience helping hundreds of nonprofits assess the feasibility of products and services that generate earned revenue and enable scaled impact. (See our Earned Revenue Field Guide here.)  Our experience includes assessing organizational assets and capacity for earned revenue generation, understanding the needs and opportunities within markets, testing products and services, creating financial models, and developing implementation plans.

 

“What I find very valuable is the work Community Wealth Partners has done with nonprofits working at scale. We are a $350 million organization, serving 4,200 people, with more than 600 employees. There aren’t a lot of organizations that understand what’s required working at this scale.”

— Jonathon Rondeau, President & CEO, The Arc Central Chesapeake Region

QUESTIONS? CONNECT DIRECTLY WITH ONE OF OUR TEAM MEMBERS

Amy Celep CEO
REACH OUT TO AMY

Learning and Assessment

How do we assess our organization’s progress and impact?

Nonprofits need evaluation and assessment processes, systems, and tools that support a culture of continuous learning and improvement. We help you develop meaningful, practical, and sustainable measurement frameworks, as well as create culture and systems to support continual learning. Our clients consistently cite our ability to synthesize multifaced, complex data and distill it into targeted recommendations that help guide organizations with clarity and purpose. We can help you create evaluation plans, logic models, dashboards, or other assessment tools and partner with you to determine the systems, processes, and resources needed to support a culture of continuous learning.

Our approach to learning and evaluation prioritizes three core values:

  • User-focused: We work closely with you to identify essential stakeholders who will use evaluation plans and tools for learning, decision making, communication, or influence purposes.
  • Flexible: We create evaluation plans and tools that clients can use and adapt as needed when implementation plans evolve.
  • Equitable: We are committed to helping clients understand the extent to which their strategies are leading to more equitable outcomes and prioritize equitable evaluation practices in our approach and recommendations. This includes practices like disaggregating data to understand how experiences may differ by race or other aspects of identity, ensuring data collection considers a broad range of perspectives, and considering how the people affected by what is being evaluated have the power to shape and own how evaluation happens.

 

“The team kept saying, “the answer’s in the room,” and through the process Community Wealth Partners led, I learned that’s true. When you’re used to being in charge of everything, and you have to shift to being adjacent, that was a big shift for me and my team. Community Wealth Partners was instrumental in helping us talk through that and being empathetic when we said, ‘this feels uncomfortable.’ I was appreciative for this space to be able to talk through that.”

– Lauren Peterson, early childhood project specialist, Western Oregon University

QUESTIONS? CONNECT DIRECTLY WITH ONE OF OUR TEAM MEMBERS

Simone Swanson Communications and Business Development Manager
REACH OUT TO SIMONE