Services

You love nothing more than empowering your neighbors. You really love using your superpowers. Bottomline, you get ‘er done! But carving out the time to step back, strategize and find the support you need isn’t always realistic—and that’s where we come in. We guide and provide tools you need to grow, adapt and thrive so your organization can fly confidently on its own through different service models for established or aspiring nonprofits.

Your Priorities, Our Expertise

Stuff we’re really good at (and you will be too).

Board Coaching & Mentorship

Leadership. It’s the single most important component in determining a nonprofit’s success.

  • Board Retreat Facilitation
  • Committee Optimization
  • Board Member Recruitment & Onboarding

Diverse Revenue Streams

You’ve got options, backup plans, and money coming in from all the right places. 

  • Annual Fund Strategy
  • Major Gifts & Donor Stewardship Systems
  • Grant Calendar & Grant Application Support
  • Fundraising Readiness Assessments

Strategic Planning

It’s pointless to go through the exercise of developing a strategic plan, unless you have a plan to execute that plan.

  • Vision, Mission, & Values Refresh
  • Multi-Year Strategic Plan Development
  • Key Stakeholder Engagement

Finance

It’s not just about the money that makes an impact, it’s how you organize, strategize and optimize what you’ve been given.

  • Chart of Accounts Design & Clean-Up
  • Financial Policies & Internal Controls
  • Budget Development
  • Financial Reporting
  • Reserve Policy & Cash Flow Management
  • Audit Preparation

Sustainability

Are you ready for what is next?

  • Succession Planning
  • Endowment Strategy & Planning
  • Leadership Pipeline Development
  • Contingency & Risk Planning

Capacity Building

Your nonprofit’s glow-up—clear roles, smart tools and smoother operation all around so you can make even more impact.

  • Staff Role Clarity & Team Structure Design
  • Organizational Assessment Tools
  • Program Evaluation
  • Financial Reporting
  • Volunteer/Client Management Systems

Special Events

Plan, party, follow-up, repeat—make every moment count and every dollar stick.

  • Capital Campaigns
  • Campaign Strategy & Messaging
  • Fundraising Event Planning
  • Event Follow-Up & Donor Stewardship
  • Budgeting & ROI Tracking

Foundational Governance

Start with strong policies, complete bylaws and clear procedures that speak volumes about your mission and values.

  • Bylaws Review & Revision
  • Policy & Procedures Development
  • Compliance Protocols
  • Meeting Structure & Agenda Templates

For Established Nonprofits

$995

Discovery Assessment

  • A one-time, deep-dive evaluation to uncover growth opportunities and tie your strengths into game plans.

Tailored Mentorship

For Aspiring Nonprofit Founders

Have a dream but not sure how to start? Let us help.

Don’t see what you’re looking for?

Lets create a plan that works best for your nonprofit’s needs!

FAQs

How will The Blue Squirrel help me move my organization forward?

Most nonprofits reach a point where outside expertise makes all the difference. Whether that point is on day one or year 20, we’re here to help you navigate what’s next with clarity and confidence. Our team provides you with fresh insights, expert strategies and actionable solutions to help you break through challenges and grow your nonprofit.

How will working with The Blue Squirrel enhance my leadership?

Partnering with our team exemplifies that you’re a proactive leader who seeks additional expertise to guide your organization toward greater success. We’re here to support your vision and help you achieve your goals while honoring your leadership.

How can I explain the value of a consultant to my board?

Here’s the truth: hiring an expert to help manage your organization and raise funds is not a luxury; it’s a strategic necessity.
Most nonprofits reach a point where outside expertise is the key to leveling up. A consultant brings fresh perspectives, proven strategies and the tools you need to build a stronger, more sustainable organization. When the investment leads to better fundraising, stronger leadership and more impact, it’s not spending—it’s smart, mission-driven growth.
Think of it like this: donors want to see their contributions make the biggest impact possible. By bringing in expert guidance, you’re ensuring their generosity is maximized and their trust is honored.

Need help framing this for your donor or board communications? We’ve got you covered—just ask!

Can you work with us remotely or do you only serve local clients?

We are highly flexible! Since we started in Montana and are now based in Wisconsin, we’re skilled at supporting clients from anywhere. Whether it’s face-to-face meetings or virtual collaboration, we make it work, no matter where you are. Ask us about the craziest place our team has Zoomed from!

Do you offer keynote speaking, workshops or training sessions?

Oh, yes! We offer dynamic keynotes, workshops and training sessions! Whether you need to engage your team, educate your board or energize your supporters, we can customize an experience to meet your needs and goals. Contact us to discuss how we can enhance your next event.

I’m not sure what we need, but I know things can improve. Can you help?

Totally. If things feel a little fuzzy, you’re in good company—most nonprofits don’t have everything perfectly mapped out (spoiler: no one does). We’re not here to pitch you something you don’t need. Let’s talk, sort through the chaos and figure out what would actually help. Reach out—we’d love to hear what’s going on and see how we can help.