Services we offer
Strategic Planning & Readiness Services
These are the foundational, pre-grant services to be “grant ready.”
Organizational Assessment: Review of mission, vision, & strategic plan for grant alignment; Assessment of organizational capacity (programs, staff, board, data systems); Identification of funding gaps & priorities; And Readiness check: financials, audits, nonprofit status, & reporting systems.
Grant Strategy Development: Creation of a 12-month or multi-year grant calendar; Research & prioritization of target funders (foundations, corporations, government agencies); Creation of a funding strategy tied to organizational goals; Development of case statements or funding rationales for core programs.
Capacity Building: Guidance on becoming “grant ready,” collecting data, creating budgets, designing logic models; Staff & board training on grant processes & roles; Setting up internal systems for tracking outcomes & compliance.
Funder Research & Prospecting: Custom funder prospect lists (aligned with mission, location, & program areas); Research using tools such as Foundation Directory Online, Instrumentl, Candid, or Grants.gov; Analysis of funder giving history, priorities, and patterns; Recommendation matrix ranking prospects by fit, funding likelihood, & deadlines; Compilation of contact information for program officers & submission requirements.
Proposal Development + Technical & Grant Writing
This is the core service most clients seek.
Grant Proposal Writing: Writing & editing full grant proposals, including: Executive summary or letter of intent (LOI); Statement of need or problem; Project description, goals, objectives, & outcomes; Evaluation plan & data collection methods; Organizational background & capacity section; Budget & budget narrative; Sustainability plan.
Proposal Editing / Rewriting: Revise client-written drafts for clarity, compliance & persuasiveness; Align proposals with funder priorities & scoring criteria.
Proposal Packaging & Submission: Formatting proposals per funder guidelines; Managing online submission portals (Grants.gov, SAM.gov, Foundation portals); Uploading attachments: budget, IRS letters, financials, board lists, letters of support.
Training, Coaching & Consultation
We’ll teach you to write.
More than grant writing, we provide professional capacity-building services.
Examples include Grant Writing Workshops (introductory to advanced); One-on-one for staff or volunteers; Templates & tool-kits for common proposal components; “Done-with-you” sessions for teams learning to write grants internally; Board training on philanthropy, donor cultivation, & grant strategy.
Advanced Small Business Development
Oregon has no universal state “business license,” but many activities require state licenses and most cities/counties require a local business license — check the SOS license directory and your city/county.
The exact set of required documents depends on: business entity type, whether you hire employees, and the industry. Use the Oregon SOS, Oregon DOR, BOLI, and Oregon OSHA pages as authoritative checklists.
Must-have core information & ID documents: Articles of Organization / Articles of Incorporation / Certificate of Formation (LLCs, corporations, nonprofits), etc.
Required state registrations & tax documents: Register with Oregon Department of Revenue (business tax & payroll accounts, transit taxes, etc.); Agencies, etc.
If you hire employees - mandatory employer documents & postings: Workers’ Compensation coverage proof; Keep policy documents & claims procedures; Payroll, etc.
Insurance, safety & compliance documents: General liability insurance certificates, professional liability, commercial property, cyber insurance, etc.
Financial, accounting & tax records: Accounting records sufficient to prepare tax returns & substantiate deductions; Tax returns & supporting schedules, etc.
Internal corporate governance documents: Bylaws (corporations) or Operating Agreement (LLCs) - internal rules of the entity & member/shareholder agreements, etc.
Contracts, vendor & client compliance documents: Material contracts (leases, supplier agreements, client contracts, NDAs); Certificates of insurance, etc.
Nonprofit-specific mandatory docs: Articles of Incorporation (nonprofit), bylaws, conflict-of-interest policy; Charitable solicitation registration & compliance, etc.
Industry- or activity-specific permits & records (examples): Food service: health department permit, food handler certificates; building permits, CCB, etc.
Required record-keeping + retention guide (highlights): I-9 retention: keep 3 years after hire OR 1 year after termination (whichever is later); Sick leave, etc.
