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.


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


  • 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.