US State Department
Provided guidance for a State Department program that seeks to build the organizational capacity of foreign NGOs working in the human rights sector.
Read more about the project ›CWR provided fresh insights for us on the topic of capacity building. Our team felt Curtis provided a helpful combination of expertise, out of the box thinking, and accessibility - exactly what we needed. CWR's strategic perspective will help the State Department's efforts to support NGO's working on human rights in a critical area of the world.” Samuel Chang Program Officer
Santa Clara County
Provided a needs assessment and feasibility study for an innovative community wellness center.
Read more about the project ›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 Deputy County Executive
California Community Foundation
Oversaw two different key capacity building initiatives covering a total of 15 grantees. Provided counsel to foundation staff and conducted trainings with executive directors. Executed projects in strategic planning, marketing, fundraising, and databases.
Read more about the project ›CCF has benefited greatly from our partnership with CWR. Their capacity building work for our grantees has been high quality and we would be pleased to work with CWR in the future.” Terri Mosqueda Vice-President
Peery Foundation
Provided business plan development, executive coaching, and fundraising plan development to a grantee in the Peery Foundation's portfolio.
Read more about the project ›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)
Frieda C. Fox Foundation
Worked with the foundation to explore strategic partnership otpions for one of its key portfolio members, including possible merger, assimilation, or shared infrastructure.
I give you a most thorough recommendation, supported by the many things we've done with you over the years, where it's led and how my prior referrals for you resulted in my colleagues also being extremely happy. ” Dana Marcus Executive Director
Craigslist Foundation
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 ›We loved having CWR as partners!” Diana Rogers Director of Events
Stanford Center for International Development
Delivered a comprehensive strategic planning project including its future pogramming emphasis and fundraising needs.
Read more about the project ›Working with Curtis really helped to clarify our thinking about who we are, what we do, and where we are headed. I was impressed by Curtis’ ability to quickly understand the complexity of internal and external relationships at a university-based organization – and the challenges of balancing a mission with multiple objectives.” Grant Miler Director
Tipping Point Community
Provided analysis and advice to improve the foundation's existing Salesforce database, especially in integrating grants management with donor relations.
Read more about the project ›I would strongly recommend CWR. Their combination of insight and implementation was critical.” Katy Congdon Williams Senior Associate, Development
Silicon Valley Community Foundation
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. Specialized in building capacity for individual fundraising.
Read more about the project ›Thank you again for all your guidance and for the great work you've done.” Mauricio Palma Director of Initiatives
Diocese of San Jose
Advised the Diocese on how to integrate the financial tracking of its 81 parishes and schools.
Read more about the project ›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
Breakthrough Collaborative National
Guided the national movement in a major reorganization by providing strategy, meeting facilitation, and executive coaching.
Thanks to Curtis, Breakthrough has taken a tremendous step forward in our organizational evolution. He's one of the best at what he does and he's become my "go-to!" ” Josh Lachs National Executive Director
Boys and Girls Club of Silicon Valley
Conducted strategic planning that redefined the agency's approach to teens, resulting in unprecedented programmatic clarity and focus.
Your involvement with our organization has given us a better understanding of who we are and what we do than we've ever had before.” Max Duganne Chief Executive Officer
Downtown Streets Team
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
Summer Search
Proposed and developed a new brand building strategy for a nationally expanding youth development agency.
Read more about the project ›CWR engaged with us thoughtfully and thoroughly. 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
Juma Ventures
Evaluated needs and presented recommendations in messaging, individual donor cultivation, and board development.
Read more about the project ›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
Renaissance Entrepreneurship Center
Analyzed the individual fundraising operations of the agency and provided a series of recommendations. Implemented a new donor database and customized the tool to better automate and support the Year End Appeal.
Read more about the project ›Our Year End Appeal was a success! We sepnt less than half the normal amount of time (and money) on it, and were able to raise more funds than last year.” Kate Wison Development Manager
Corporation for Enterprise Development (CFED)
Provided a strategic marketing analysis for American Dream Match Funds, a potential new initiative in matched savings for low income populations.
This paper defining our strategic and marketing issues was amazingly on-point, insightful and helpful. Thank you so much for moving our thinking along.” Robert Friedman Board Chair
CORA
Created a strategic plan for San Mateo County's primary domestic violence agency and guided the board through a key transition in executive leadership.
CWR’s program evaluation exceeded our expectations in its rich depth combined with perceptive analysis. Their spotlight on our justice based programs was especially eye opening for us. He is an invaluable partner with unparalleled strategic ability, and we have continued to engage him as an advisor to our board and our organization. Going with CWR was the best decision we could have made, as it launched us effectively into our new strategic direction for years to come” Jennifer Lin Board Chair
Law Foundation of Silicon Valley
Created an overall strategic plan that pivoted the organization to a greater focus on system change and guided a major reorganization of the agency's housing department.
Curtis has the rare ability to quickly grasp highly complex dynamics in a system, and then distill them into a compelling and clear analysis. He and his firm would be an invaluable asset for any effort for system change among justice based programs of Santa Clara County.” Alison Brunner CEO
MidPen Housing
Evaluated the feasibility of increasing fundraising revenue, and developed a long term strategy and short term tactical plan.
My company has very little experience with fund development and no experience with the sophisticated world of fund raising from corporate and individual donors. So, gaining insight and direction were vital for us. Consulting Within Reach provided very thoughtful and impactful analysis and helped us feel more secure about venturing into this area. I feel confident that we now have the necessary information to move forward, and we are extremely grateful for that.” Kevin Sharps Vice-President
Family Independence Initiative
Guided the strategic planning for the organization to influence national public policy and built a website for client engagement.
Read more about the project ›I want to thank you for your work. All of the discussions you led and insights you produced helped us secure national funding. You were a great help and hero. And we love the website work CWR did for us!” Maurice Lim Miller Executive Director
Claris Health
Analyzed the agency's marketing aimed at its low income populations to create major improvements in its approach.
CWR’s program evaluation showed great sensitivity to the racial and cultural dynamics in our patient population, and produced breakthrough insights for us. Years later, we still refer to Curtis’ guidance to us. Their work has helped transform our program model, effectiveness and impact in the community.” Talitha Phillips CEO
Girls For A Change
Produced a national expansion strategy and an accompanying message guideline.
Read more about the project ›That gift CWR has for being able to help clear the fog and put words to reality is phenomenal.” Whitney Smith Founding Executive Director
California Housing Consortium
Developed marketing plan to expand its state wide membership and grow revenue.
Entering into a client-consultant relationship is always a leap of faith. As the client, you hope you'll get what was promised up front. Consulting Within Reach delivered. They ensured that the promises they made were kept throughout the process. The resulting report was insightful and helpful and will serve us well in our future business planning. Curtis and his team were incredibly responsive and easy to work with. Excellent experience!” Ray Pearl Executive Director
Fresh Lifelines for Youth
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 ›I was very impressed with the breadth of their fundraising 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
California Campus Compact
Created the message guideline for the statewide association of colleges and universities.
Read more about the project ›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
A Home Within
Designed and executed an individual fundraising campaign, including creating new national ads and a e-marketing aspect. Produced the new message guideline.
Read more about the project ›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
CALICO
Developed the strategic plan to guide the agency's long term growth. Built a new website to better convey the agency's impact. Provided ongoing fundraising coaching.
Read more about the project ›In guiding CALICO through a strategic planning process, fundraising strategy, and web development, CWR was amazingly adept at becoming an expert on the nuances of our work as if they'd been on staff for years. Their insights and recommendations have been invaluable. I would wholeheartedly recommend CWR and hope to engage their services again in the future.” Vicky Gwiasda Executive Director
Stewardship Council
Built a website that would display a searchable and mapped database of agencies and sites providing environmental education.
Read more about the project ›Our experience was very good and we are happy with the product. I would recommend CWR to others.” Manav Thapar Program Associate
Partners in School Innovation
Implemented a new donor database system and provided technical support.
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
Vittana
Implemented a Salesforce database solution that integrated its various information flows into one online system.
I was impressed by CWR's diligence and professionalism. They were incredibly detailed in making sure we knew exactly where we were at in the process and what the next steps were to move forward. CWR did a great job of training us, answering all our questions and making sure we understood how to move forward once our engagement with CWR was complete.” Katie Gruver Marketing Director
RAFT
Analyzed the organization's individul donor cultivation strategy, concentrating on the volunteer experience and potential for online social media.
Read more about the project ›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
CASA
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 ›We had a very good experience overall. And CWR's affordable rates were critical for our situation.” Vickie Grove Executive Director
The Stride Center
Implemented a Salesforce based database that combined donor and client information and included sophisticated reports, automated workflows, and dashboards.
Consulting Within Reach did an absolutely outstanding job for us, achieving all our project goals and then going well beyond that. We are now poised to use Salesforce in significantly more efficient and productive ways. When you are in the market for a team to help you further refine your system, I highly recommend them on all levels: quality, price, expertise, familiarity with the nonprofit sector and easy to work with.” Barrie Hathaway Executive Director
The Sikh Coalition
Guided the long term strategic planning process of the leading civil rights agency defending Sikh Americans.
Read more about the project ›We give CWR a superior ranking and their sensitivity to our particular situation far exceeded our expectations. ” Sapreet Kaur Executive Director
InnVision
Produced a comprehensive review of the organization's individual fundraising capacity and developed a program which should dramatically improve financial returns.
Our overall experience with CWR was very good. The fact that they are a one stop shop with a range of services was important to us.” Ann-Marie Meacham Director of Development
Veggielution
Developed the organization's last two strategic plans that has transformed the agency into a key community presence in East San Jose.
Curtis was indispensable in getting us to confront the critical issues we had to face, and yet he empowered us to choose for ourselves. His skill around the cultural and race equity dimensions of those issues was enormously helpful” Cayce Hill Executive Director
Children's Hospice and Palliative Care Coalition
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 ›The strategic plan was very good and CWR's ability to meet deadlines far surpassed my expectations.” Devon Dabbs Executive Director
Reading Partners
Guided the organization's efforts to improve the fundraising effectiveness of staff and the board of directors.
Read more about the project ›The CWR consultant was really fabulous and made me feel comfortable chatting openly and honestly with her. I felt that she took the time to understand our program and had a good grasp on how to improve our major donor program.” Allison Cohen Development Manager
Cleo Eulau Center
Advised the young agency on charting its positioning in the crowded field of education and youth.
Read more about the project ›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
49er Academy
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 ›CWR provided superior results and I would actively promote CWR to other EDs.” Michele Sharkey Executive Director
Artworx LA
Implemented a Salesforce database customized for the agency's fundraising operations.
CWR has been incredibly responsive and patient with us, and this process has gone far more smoothly than I anticipated. Your expertise is deep, and you are able to not only answer questions, but think a few steps ahead, helping us anticipate ways to better leverage Salesforce and its reporting capabilities to fullest. You are doing our organization a tremendous service through your diligence, follow through, and attention to detail. ” Robin Sukhadia Director of Development and Communications
Skees Family Foundation
Built a customized web site that would empower the foundation's efforts to support its grantees via storytelling. Designed and implemented an online tool to encourage volunteer efforts by family members.
Many thanks to the creativity of graphic and web designers at Consulting with Reach, led by out-of-the-box thinker and nonprofit expert Curtis Chang, for helping shape our vision into reality.” Suzanne Skees Founder
San Mateo Cares
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 ›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 that could drive our fundraising 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
Grail Family Services
I was impressed with the level of professionalism, expertise and most importantly with the personal touch and commitment that was given to our fundraising and marketing project.
” Veronica Goei Executive Director
FORGE
Produced comprehensive analysis of organizational capacity, focusing especially on fundraising.
Read more about the project ›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
Hayward Area Historical Society
Designed and built a richly interactive website for a community museum.
Read more about the project ›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
The Beatitudes Society
Delivered an overall assessment report for the organization at its five year mark and a strategic plan for its long term future.
I must say I started out with high expectations, and they were met and exceeded. I recommend CWR with great enthusiasm: Curtis Chang always provided prompt, clear and concise responses to every question we raised in our strategic planning process. He met our needs with keen insight, wise counsel and deep integrity. They also did a fantastic job with our website.” Anne Howard Executive Director
First Five San Mateo County
Provided strategic planning and executive coaching.
You provided incredible value and excellent thoughts.” Debby Armstrong Executive Director (former)
Palo Alto Community Child Care
Provided a comprehensive marketing analysis and plan to increase the agency's share of the child care market in Palo Alto. Based on the plan, CWR also built a new website to promote the new plan and also developed a customized customer tracking database.
Read more about the project ›I was happily surprised with how much CWR learned about our agency and the child care field in general. They did a great job of putting both aspects together to make recommendations that were feasible for now and the future.” Janice Shaul Executive Director
PAMP (Parents Club of Palo Alto Menlo Park)
Delivered a comprehensive strategic and marketing plan for the long term future of the organization. Provided tactical plan for the short term, new organizational chart, job descriptions of new key hires, and assessment of database needs.
We were thrilled at how efficiently you worked and at how easy you were to work with. You guys were great!” Audra Ibarra Board Member
re:formation
CWR designed an absolutely jaw-dropping website for us. The art and tone captures our organization precisely.” Charles Mitchell Founding Member
Faith in Public Life
Provided a strategic plan that mapped out a path to greater policy impact and the potential for better sustainability.
Our organization is so much better than we ever would have been without you. The staff and I feel re-energized and focused as a result of your work with us.” Jen Butler Executive Director
LEAP: Arts in Education
Developed and led training for the board to empower members for individual fundraising.
I was pleasantly surprised about our consultant's high level of organization and follow-through - it was much higher than any other consultant we've worked with in the past.” Julie McDonald Executive Director
California Alliance of African American Educators
Implemented a new donor database and built other basic fundraising tools.
Read more about the project ›It was such a pleasure to work with the CWR expert, that we are anxious to hire them for another job! They were always professional, courteous, and kind. I give CWR a superior ranking.” Debra Watkins Executive Director
Homeless Services Center (Santa Cruz)
Analyzed the needs of the agency for a new website, with special attention to bringing greater efficiency via an online volunteer management system.
Our experience with CWR was very positive. They began adding value to HSC from the moment they walked through the door. The final product was informative and compelling.” Monica Martinez Executive Director
Guard Support
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 ›Consulting Within Reach more than matched my expectations in every way. CWR was indispensable to Guard Support. We certainly intend to keep using them as we grow.” Nate Dalton Board Chair
Wardrobe for Opportunity
Developed Salesforce solution to manage comprehensive data for the agency.
We're happy to have CWR. The consultant was very wise in SalesForce and has been flexible with us for our project! He was also familiar with other partner agencies in the area - which made him the perfect consultant for us! He's provided us tips and tools that will support our company long term.” Mahagony Charlton Manager
Jeremiah's Promise
Created the message guideline with recommendations on how to build the agency's marketing capacity.
Read more about the project ›The CWR team produced excellent value: they helped us to define our brand in compelling terms and gave us a very practical 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
Somos Mayfair
Assessed the staffing structure of the organization and provided recommendations for improvement.
We asked CWR to step in quickly and conduct an operations assessment. They delivered their assessment on time, at the price we could afford, and in a thorough and professional manner. The assessment provides an independent, on-the-mark report that will be used to garner buy-in from all internal stakeholders that are required to move forward.” Jaime Alvarado Executive Director
Monument Crisis Center
Implemented Salesforce solution for both program and client data.
The project was intensive because our database needs are so complicated and detailed but both our staff and yours were extremely attentive to detail and motivated to get it right.” Season Koski Administrator
Community Health Alliance of Pasadena
Analyzed the implications of ObamaCare for the agency's marketing plans.
I found the consultant knowledgeable about our field and engaged in the modifications we asked in our project.” Margaret Martinez Executive Director
Intentional Philanthropy
Designed and built a new website for a startup consulting firm.
Our experience was very good and I would actively promote CWR to others.” Holli Rivera President