Clients

Provided a needs assessment and feasibility study for an innovative community wellness center.  Read more about the project here.

I would recommend the firm to anyone looking for assistance which requires thoughtful analysis, good listening skills, and responsiveness to you as a client.  I give CWR a superior rating.

* Leslie Crowell, County Budget Director

Guided the foundation's key initiative to build the organizational capacity of 11 local nonprofits.  Provided assistance in overall program design, organizational assessment, and oversight of technical assistance projects. Read more about the project here.

* Project underway

Provided business plan development, executive coaching, and fundraising plan development to a grantee in the Peery Foundation's portfolio. Read more about the project here.

CWR had a superior ability to capture our mission, conceptualize, summarize and point out the areas where we need to focus.

* Ibis Schlesinger, Executive Director of Ties To The World (Peery Foundation grantee) 

Worked with the foundation to explore strategic partnership otpions for one of its key portfolio members, including possible merger, assimilation, or shared infrastructure.  

* Projects underway

Designed program improvements, built a web tool, and oversaw the pro bono consulting track for the Foundation's main conference.  Read more about the project here.

We loved having CWR as partners!

* Diana Rogers, Director of Events

Advised the Diocese on how to integrate the financial tracking of its 81 parishes and schools.  Read more about the project here.

This was an excellent report and very clear about our next steps. Thank
you so much for the clarity and we now know what our next steps to
be. Thanks again!

* Father Brendan Maguire, Vicar-General

Created the message guideline for the statewide association of colleges and universities.  Read more about the project here.

CWR's customer service and affordability exceeded our expectations. And their sensitivity to our situation far exceeded what we even hoped for. I'd strongly recommend Consulting Within Reach.

* Elaine Ikeda, Executive Director

Proposed and developed a new brand building strategy for a nationally expanding youth development agency.  Read more about the project here.

CWR engaged with us thoughtfully and thoroughly. Our project was well conceived and moved along in a timely manner. The final recommendations they made offered quality research that expanded our knowledge of key operational issues and made clear recommendations for implementation. This is something we will act on, not a report to sit on a shelf.

* Jay Jacobs, Chief Executive Officer

Evaluated needs and presented recommendations in messaging, individual donor cultivation, and board development.  Read more about the project here.

In these turbulent economic times the nonprofit sector is in need of a savvy instigator that has expertise in helping an agency reinvent themselves. CWR has helped Juma to better understand our marketing and fundraising model and positioned us to change it to capture new opportunities.

* Marc Spencer, Chief Executive Officer

Provided a strategic marketing analysis for American Dream Match Funds, a potential new initiative in matched savings for low income populations.

This paper defining ADMF strategic issues was amazingly on-point, insightful and helpful.  Thank you so much for moving our thinking along.

* Robert Friedman, Board Chair

Guided the strategic planning for the organization to influence national public policy. Read more about the project here.

* Project underway

Produced a national expansion strategy and an accompanying message guideline.  Read more about the project here.

Thank you for being our guide through this time in our history.  That gift CWR has  for being able to help clear the fog and put words to reality is phenomenal.

* Whitney Smith, Executive Director

Analyzed FLY's entire fundraising operations to identify improvements in a host of areas, including donor communications, thanking donors and volunteers, use of online social media, and more.  Read more about the project here.

I was very impressed with the breadth of their knowledge and the extent to which each member of the team went to ensure that our needs were met.

* Skye Delano, Director of Community Resources (Development)

Produced a comprehensive review of the organization's individual fundraising capacity and developed a program which should dramatically improve financial returns.

* Implementation phase underway

Designed and executed an individual fundraising campaign, including creating new national ads and a e-marketing aspect. Produced the new organizational logo and composed its message guideline. Read more about the project here.

With the help of CWR we were able to bring the clarity of thought and writing that we needed to move to the next level of growth. We very much appreciated the open, thoughtful conversations about our organization and the direction we're taking.  CWR has a particular sensitivity in asking the hard questions and opening important avenues for exploration.

* Toni Heineman, Executive Director

Implemented a new donor database system and provided technical support.  Read more about the project here.

I was extremely impressed with the expertise and the ongoing tech support, not to mention efficiency in the overall process. Working with you was a huge success for us in every way.

* Jeri Howland, Chief Development Officer

Analyzed the organization's individul donor cultivation strategy, concentrating on the volunteer experience and potential for online social media.  Read more about the project here.

CWR very quickly identified the opportunities RAFT has in a couple of key areas and identified the actions RAFT needed to take to exploit those opportunities. They clearly had a deep understanding of the challenges non profits faced in creating more capacity for fundraising and were able to apply their understanding of the tools and mechanisms available to make very succinct and actionable recommendations.

* Nigel Ball, Director of Marketing

Provided analysis and recommendations for CASA's use of its donor database; also delivered some needed training for the staff on database maintenance and reporting. Read more about the project here.

We had a very good experience overall.  And CWR's affordable rates were critical for our situation.

* Vickie Grove, Executive Director

Developed the strategic plan to guide the agency's long term growth.  Read more about the project here.

* Project underway 

Led a strategic planning process to set a new direction for an advocacy group that just won a landmark legislative victory.  Read more about the project here.

Project underway

Advised the young agency on charting its positioning in the crowded field of education and youth.  Read more about the project here.

CWR staff has a strong ability to hone in on challenges for agencies and create productive dialogue around what might be the best solutions. I have been particularly impressed with the insights and the genuine interest in helping the Cleo Eulau Center to build agency capacity.

* Lyra Ghose, Executive Director

Built the infrastructure for its fundraising department, including implementing a donor database, creating a pitch deck, and crafting a donor cultivation plan.  Read more about the project here.

CWR provided superior results.  I would actively promote CWR to other EDs.

* Michele Sharkey, Executive Director

Provided strategic planning for the long term future of the organization.

We were blown away with the amount of strategic help and organizational guidance we received in such a short amount of time. We are already using one of the ideas as a critical part of our business model going forward.

* Eileen Richardson, Executive Director

Delivered a website with a rapid turnaround for an initiative headed by Congresswoman Jackie Spears and other San Mateo leaders.  Read more about the project here.

We were a newly forming organization with no full time staff but a fast approaching deadline. The Consulting Within Reach team helped us turn some inchoate ideas into a simple but polished website in less than a week. I can only imagine what they could have done if we had given them two weeks!

* Gordon Strause, San Mateo Cares

Wrote two key grant applicataions.  Read more about the project here.

I was impressed with the level of professionalism, expertise and most imporant with the personal touch and commitment that was given to our project.

* Veronica Goei, Executive Director

Produced comprehensive analysis of organizational capacity, focusing especially on fundraising.  Read more about the project here.

I want to express how much of a pleasure and honor it has been to work with Curtis Chang.  Curtis has great perspective and a simple knack for distilling goals into deliverables and distinguishing between priorities.

* Kjerstin Erickson, Executive Director

Designed and built a richly interactive website for a community museum.  Read more about the project here.

Working with CWR has been a great experience! They listened to what we wanted and needed and gave us a product that surpassed our expectations while being exceedingly patient and helpful with advice. I highly recommend CWR.

* Diane Curry, Curator

Delivered new graphic identity and website.  Read more about the project here.

CWR designed an absolutely jaw-dropping website for us. The art and tone captures our organization precisely.

* Charles Mitchell, Founding Member

Launched a startup agency by providing counsel, building its website, designing its graphic identity, and helping to run its first fundraising campaign.  Read more about the project here.

As an executive leading a multi-billion dollar company, I have to require an elite level of performance. Consulting Within Reach more than matched those high standards in every way. CWR was indispensable to Guard Support. We certainly intend to keep using them as we grow.

* Nate Dalton, Board Chair

Created the message guideline with recommendations on how to build the agency's marketing capacity.  Read more about the project here.

The Consulting Within Reach team produced excellent value: they helped us to define our brand in compelling terms and gave us a very practical and achievable strategy to follow. And they did so in a way that fully engaged board members and strengthened the organization in areas beyond just marketing. We'd highly recommend them to any growing organization.

* Charlotte Rogers, Board Chair