• Programmatic and Organizational Assessments:
  Through personal interviews and a review of written materials and data, we can assess where your organization or a specific program is and make recommendations about how to become stronger, for a more robust and financially secure future.

• Strategic Planning:
  We have successfully led numerous strategic planning processes. Working collaboratively and in tune with the culture of our clients, we engage all constituent groups, while partnering with a strong leadership team. Through multi-faceted, inclusive interactions, we help nonprofits affirm or develop their next five to seven year vision mission and values, financial goals and impactful plans for success.

• Board Governance, Leadership, Development, Organization, Assessment, and Succession Planning:
  With decades of experience leading, collaborating with or being part of boards, we have vast experience to assist you in evolving your board, reflecting best practices, structuring meetings and committees, working through thorny issues, and bringing vibrancy and vitality to this essential leadership group. We work either in single meeting, ongoing, or retreat settings to help you set a high, but achievable bar for trustees.

• Hiring/Coaching/Mentoring:
  We are equipped to assist in helping recruit C-suite members, with special expertise in Advancement. We can provide individual or group coaching and mentoring. Our Founder & CEO is widely known for her ability to recruit and build strong teams, while also helping individuals grow personally and professionally. She has launched many careers in the area of Advancement and takes special pride in her network of well-rounded, high-achieving women.

• Motivational Speaking/Conference-Workshop Leaders:
  The CALICO team has earned awards for their work in this area, led national conferences, and moved audiences to be positive forces for good. We would be pleased to inspire your group too!

• Campaign Planning, Feasibility and Execution as Counsel:
  Collectively, we have led or been integral to dozens of campaigns, ranging from seven figures to hundreds of millions of dollars. Each time our CEO led a campaign, the organization received the largest gift in its history at that time, significantly strengthened and evolved annual giving, and either created or grew the areas of major and planned gifts and institutional giving. While we specialize in relationship building, our team also has significant capacity in the area of data analytics. We are committed to applying a variety of tools and techniques to fundraising in order to help you create aspirational yet achievable goals.

• Project Management:
  We have worked with educators, doctors, artists and staff to develop ideas that evolve into impactful programs or buildings that dynamically change organizations for the better. We take pride in bringing together “idea people” with building contractors, financial specialists and donors, and have decades of accomplishments in this area.

We are Creative Advisors Looking to Improve Charitable Organizations. If you think there may be a way that we can be of assistance to you, please contact us at jmarsteller@calicoint.com.