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Expert Guidance

Professional Assistance for Not-For-Profits & Charities

You run a charity.  You are responsible for the fundraising, the facility, the finances, and anything else that the Board can throw your way.  We can all use a little help now and then.

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It shouldn’t all be on you. We can work together with your professional, your Board, your staff and volunteers to provide the expert advice and guidance needed to chart the course to success. Whether it is preparing a winning fundraising strategy, writing security policy & procedure, training your staff in the best practices for customer service, or your board to be more strategically effective, we can work with you. Simplicity Consultants has over 30 years in the not-for-profit and charities sector, 20 of which in management. 

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Our Seven Point Checklist covers a comprehensive analysis for organizations of any size:


Fundraising Consultation & Event Architecture:

  • Bequest & Endowment Program Creation

  • Annual Fundraising Events

  • Tribute Dinners

  • Sports Tournaments

  • Major Gifts Solicitations

  • Grant Writing


Integrating Technology into the Workplace:

  • Technology Analysis to support your administration and programming

  • Website Creation/Analysis/Revision

  • Social Media Policy and Training

  • Onsite Server Versus Virtualization Report


Financial Management:

  • Financial Reporting

  • Chart of Accounts Review

  • Financial Process and Policies Review


Facility Management, Security & Cost Containment:

  • Property Condition Assessments

  • Physical Plant Review (HVAC, Electrical, Plumbing, Elevator) – Non-Technical

  • Building Automation Systems Review

  • Security Review and Analysis

  • Security Policy & Procedures Review and Creation

  • Facility Cost Containment Review


Program Evaluation & Promotion:

  • Evaluation of Programming Effectiveness

  • PR & Marketing

  • Demographic Analysis

  • Program Planning and Recruitment Strategies


Board Strategy & Governance:

  • Governance Review (Letters Patent, By-laws, Constitution, Motions, Minutes)

  • Mandate, Mission/Vision Review

  • Management Policy & Procedures

  • Training your Board to be More Effectiveness and Strategic


Customer Service & Business Process Reengineering

  • Front Line Staff Customer Training

  • Management Training and Coaching

  • Business Flow Analysis and Review

  • Project Management Training


Simplicity: Because jargon doesn't produce results

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