J.C. Geever, Inc.

J.C. Geever, Inc. provides strategic, implementation and training services to help not-for-profit organizations build successful and sustaining fund raising programs. The firm maintains a commitment to providing professional fund raising and management expertise that empowers each and every client to fulfill its mission and to realize its full potential. Our services are tailored to address the specific needs of the client and are driven by the highest standards of quality and integrity. They include development planning, feasibility studies, management of capital campaigns, management of grantseeking programs, strategy and counsel on major gift development, training and coaching for staff and volunteers. The firm is led by Jane C. Geever, Chairman and author of The Foundation Center's Guide to Proposal Writing and John Hicks, President and CEO.

Lynx Investment Advisory

Founded in 1992 by Peter Tanous, Lynx Investment Advisory is an independent investment consulting firm. Majority owned by Lepercq, de Neuflize & Co. Inc. and with offices in Washington, D.C., and New York, Lynx's clientele includes nonprofit and for-profit institutions and affluent individuals worldwide. Lynx works to preserve and grow its clients' assets as an intelligent, ethical, and unbiased partner, taking into account each client's unique objectives and then utilizing diverse investment alternatives to arrive at the most efficient portfolio blend.

Investment Consulting Process

• Identify Goals — initial meeting with your consultant to review existing portfolio, define objectives and risk tolerance
• Develop Asset and Style Allocation Strategy — including spending requirements and risk management issues
• Investment Policy Statement (IPS) — create and revise IPS based on our clients' unique goals and objectives
• Investment Manager Selection — based on independent research and committee approval (averaging 20 years' experience)
• Portfolio Design and Construction — develop a customized portfolio tailored to clients' IPS guidelines; utilizing an open-architecture platform (i.e., separate account managers, mutual funds, ETFs & alternative strategies)
• Monitor, Review and Continually Analyze — portfolio rebalancing and investment policy updates and changes
• Ongoing Proactive Communications — Lynx meet with our clients' board members and investment committees

• Direct access to your dedicated investment consultant, ensuring personalized service and a single key point of contact
• Boutique focus allows Lynx the ability to develop a superior level of personal rapport and excellent customer service
• No conflicts of interest — Lynx never receives compensation from recommended investment managers
• Access to institutional pricing and premier investment managers closed to new investors or unattainable minimums
• State-of-the art technology — analytical/modeling capabilities to forecast future market and risk management scenarios
• Develop a team approach that collaborates with our clients and their other advisors (i.e., lawyers, accountants, etc.)

New York Grant Company

New York Grant Company's fundraising experts have the skills, knowledge, and experience to help you access the finances you need. New York Grant Company offers grantwriting and other fundraising services to nonprofit clients of all sizes, in fields including arts and culture, human and social services, education and youth, science and technology, and community development. Our in-depth analysis of your organization allows us to work within your means to provide help where you need it, and our excellent research enables us to identify your top foundation, corporate, and government prospects. In addition to preparing, submitting, and tracking first-rate grant applications on your behalf, New York Grant Company can help you implement an overall fundraising plan, including developing your individual giving base, expanding your Board of Directors, or planning and executing a successful fundraising event.

Optimum Writing Consulting, LLC

Optimum Writing Consulting, LLC provides nonprofit organizations with a full range of services related to private foundation and corporate foundation fundraising. We work with our clients to identify their strategic long-range fundraising goals, research funding sources, write grant proposals, develop budgets, and prepare required reports. Additional services include the review of existing proposals, project reporting and stewardship, foundation fundraising organizational development, and fundraising/grant writing workshops. Workshops are designed to meet the specific requirements of the client and are conducted for staff with all levels of grant development expertise. We work in a collaborative manner with each client, carefully reviewing their fundraising needs and organizational objectives. After a free consultation process is completed, assignments are tailored to the specific requirements of the organization. The consultation includes the creation of a client proposal inclusive of a detailed work plan, fee structure, and payment schedule.

Write Source

At The Write Source, we have a reputation for developing grant proposals that win! Together with our thorough grantmaker research, our clients obtain the grants they need to support their programs and projects. Since 1993, we have assisted over 130 nonprofit organizations in 13 states and the District of Columbia achieve their short-term and long-term grantseeking goals. Call on our expertise when your organization needs to support new programs, capital campaigns, capacity building efforts, equipment purchases, or special projects. We provide grant proposal planning and preparation, proposal review and critique, grantmaker research, grantseeking workshops, and promotional writing. No matter where your nonprofit organization is located in the United States, our grantseeking and development writing services are available to help your organization achieve its goals. Let us help your organization obtain the funds it needs to succeed in fulfilling its mission. Choose to work with the right source, The Write Source.