Business Planning for a Non-Profit

At a Glance

During the early stages of formation, this non-profit brought Fox and Partners onboard to help establish a business plan, business development process, and financial projections.

Challenges

This non-profit group had to put together a business and financial plan without knowing the amount of donations and grants they would be receiving. We also had to design a business development plan during COVID and had to think strategically about how to grow their non-profit over the next few years.

The Solution

We met multiple times to design a strategic plan that allowed the founders to set and reach their goals. We then put together and evaluated budgets and projections for multiple scenarios.

The Results

Clear Path

The board had a clear path and structure for how to raise funds.
Financial Forecasting

Founders had multiple financial scenarios to discuss and plan with the board.
Accountability

Founders had accountability and outside analysis that provided a sounding board and a sense of calm.

Key Metrics

$400K

Raised.
100%

Of board members who felt more confident in their business plan.
3

Detailed financial forecast scenarios.

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.

Business Planning for a Non-Profit

At a Glance

Challenges

The Solution

The Results

Clear Path

Financial Forecasting

Accountability

Key Metrics

$400K

100%

3

Let’s Work Together

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