Coaching & Training
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We help organizations develop a thoughtful approach to board recruitment and onboarding. We also design engaging board retreats and custom trainings and presentations to support board members in a variety of ways. We specialize in helping leadership volunteers engage in fundraising and cultivate a culture of philanthropy among their teams.
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We offer a 20-session training program for new Development Directors. The course teaches fundraising strategies in all areas of fund development and prepares clients to lead their organization’s contributed revenue program. Clients will learn new knowledge and skills, have access to a library of templates and resources, and receive ongoing coaching as they step into their new role.
Fundraising & Development
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Our team can help you thoughtfully position your organization to grow and sustain its resources over time. We work with development teams and leaders from a variety of sectors, guiding budding major gift programs and established fund development operations alike. Our consultants bring decades of front-line fundraising experience, innovative ideas, and solid systems to each engagement.
We can help you establish fundraising policies and plans, launch new revenue strategies and programs, identify and evaluate potential donors, develop cultivation and solicitation strategies and skills, and create stewardship plans that nurture and strengthen donor relationships.
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We provide full service support with grants—researching opportunities, project management, program design, writing, editing, quality assurance and submission. We specialize in helping our clients navigate highly complex public funding opportunities and also focus on private and corporate foundation grants of all shapes and sizes. Our team can offer targeted help to build grant writing skills and capacity within your own team.
We write grant proposals that are technically correct and highly readable; provide capable project management and exacting quality assurance throughout; and make the grants process manageable, sane, and even enjoyable. We interpret the nuances of an RFP, research best practices, think through the program design with you, and help you construct budgets.
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We can help you plan and launch a campaign to fund your visionary effort and raise an ambitious amount of money within a specific period of time. Our consultants can support with campaign strategy and implementation: we offer systems to keep campaign ambassadors organized, a timeline tailored to your campaign, a process for prospective donor pipeline development (including prospect research and screenings through iWave), coaching for campaign leadership in navigating gift conversations and soliciting generous gifts, and a framework for developing a compelling case for support for your campaign.
Planning & Support
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We can provide organizations with full service finance and accounting support, including accounting systems development, implementation, maintenance, and ongoing oversight; fiscal policies and procedures development; organizational budget development and review; balance sheet and income/expense reconciliations; preparation of financial statements for tax filing requirements; assistance with sales tax filing and SOS/SLEB filing; accounts review and monthly management reports preparation; grant invoicing and accounts receivable monitoring; accounts payable management; cash flow projections preparation and monitoring; budget vs actuals tracking; and fiscal sponsorship separation.
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Collective Agency consultants work with clients to build broad-scale communications strategy, plans, and implementation. We help clients convey the importance of their work and their projects. And we can put strategies in place to ensure stories are heard by kindred people. Our team has helped organizations create newsletters, publish pamphlets and brochures, reimagine their websites, plan fundraising appeals, devise campaigns, and more.
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We are skilled at gathering data and synthesizing diverse perspectives to help you see the big picture and make strategic and informed decisions.
RECENTLY AWARDED GRANTS
Since 2021, we’ve secured hundreds of millions of dollars for over 60 clients, winning some of the most technical and competitive grants, supporting successful capital campaigns, and increasing fundraising effectiveness.
2023
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US Dept. of Education Full Service Community Schools Grant: $2,500,000
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Oakland Fund for Children & Youth: $250,000
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US Dept. of Agriculture Food & Farmworkers Relief Program: $5,000,000
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CA Dept. of Education Community Schools Partnership Program: $68,912,500
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CA Dept. of Food & Agriculture: $300,000
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Bureau of State & Community Corrections: $1,000,000 (2 grants)
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Bureau of Justice Assistance: $900,000
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Astera Fund: $3,000,000
2023 • US Dept. of Education Full Service Community Schools Grant: $2,500,000 • Oakland Fund for Children & Youth: $250,000 • US Dept. of Agriculture Food & Farmworkers Relief Program: $5,000,000 • CA Dept. of Education Community Schools Partnership Program: $68,912,500 • CA Dept. of Food & Agriculture: $300,000 • Bureau of State & Community Corrections: $1,000,000 (2 grants) • Bureau of Justice Assistance: $900,000 • Astera Fund: $3,000,000
US Dept. of Agriculture Food and Farmworker Relief Program: $7,000,000
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Social Services Agency: $5,181,819
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US Dept. of Agriculture Farmers Market Promotion Program: $749,999
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CA Dept. of Food and Agriculture Specialty Crop Grant: $449,980
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CA Dept. of Food and Agriculture Beginning Farmer Grant: $150,000
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Bureau of State and Community Corrections Adult Reentry Grant: $3,000,000
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Anonymous Family Foundation: $5,000,000
US Dept. of Agriculture Food and Farmworker Relief Program: $7,000,000 • Social Services Agency: $5,181,819 • US Dept. of Agriculture Farmers Market Promotion Program: $749,999 • CA Dept. of Food and Agriculture Specialty Crop Grant: $449,980 • CA Dept. of Food and Agriculture Beginning Farmer Grant: $150,000 • Bureau of State and Community Corrections Adult Reentry Grant: $3,000,000 • Anonymous Family Foundation: $5,000,000
Anonymous Private Foundation: $3,000,000
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Andrew W. Mellon Foundation: $1,000,000
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Ascendium Foundation: $1,000,000
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COPS Development Grants: $150,000
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Rise Prize: $200,000
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Anonymous Private Foundation: $3,000,000 • Andrew W. Mellon Foundation: $1,000,000 • Ascendium Foundation: $1,000,000 • COPS Development Grants: $150,000 • Rise Prize: $200,000 •
Anonymous Foundation: $5,000,000
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CA Board of State and Community Corrections Justice Assistance Grant: $2,870,000
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US Dept. of Agriculture GusNIP Grant: $499,918
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Anonymous Foundation: $5,000,000 • CA Board of State and Community Corrections Justice Assistance Grant: $2,870,000 • US Dept. of Agriculture GusNIP Grant: $499,918 •
Federal & Public Grant Experience
US Department of Justice
Byrne Criminal Justice Innovation Program
COPS Community Policing Development
Gang Prevention Coordination Assistance Program
Improving Community Response to the Commercial Sexual Exploitation of Children
US Department of Education
Carol M. White Physical Education Program
Smaller Learning Communities
Tech Prep Demonstration
Partnerships in Character Education
Race to the Top
Promise Neighborhoods
Full Service Community Schools
US Department of Health & Human Services
Early Learning Opportunities, Adult and Family Drug Courts
US Department of Labor: Enhanced Transitional Jobs Demonstration, H-1B Technical Skills Training, Workforce Investment fund, Young Offender Planning Grants
Substance Abuse and Mental Health Services Administration (SAMHSA)
California Department of Education
Community Schools Partnership Program
Learning Communities for School Success
21st Century Community Learning Centers (51 grants)
California Public Charter Schools (3 grants)
Healthy Start
Prop 47
Board of State & Community Corrections
Strengthening Law Enforcement & Community Relations
Disproportionate Minority Contact Support Project
Adult Reentry Grant: WarmHand Off & Reentry Housing
Mentally Ill Offender Crime Reduction
Probation & Court-based Alternatives
California Department of Public Health
Network for a Healthy California Grant
US Department of Agriculture
Local Food Promotion Program
Farmers Market Promotion Program
Community Food Projects
National Science Foundation
5 grants totaling nearly $900,000
National Endowment for the Arts
Our Town
CARES Act
California Volunteers
AmeriCorps (10 grants totaling over $11 million)
California Employment Development Department
California Gang Reduction
Intervention & Prevention
California Green Jobs Corps
Veterans’ Employment-Related Assistance
California Department of Food & Agriculture
Beginning Farmer Grant Program
Farm-to-School Grant Program
CalRecycle
Food Waste Prevention and Rescue Grant
US Veterans Administration
Homeless Veterans Reintegration Program
Corporation for National & Community Service
AmeriCorps
City & County Grant Experience
Alameda County Probation Department
Alameda County Social Services Agency
City of Manchester (UK)
City of Oakland
City of Philadelphia
Contra Costa County
County of Monterey
Eden Township Healthcare District
Maricopa County
Marin County
Oakland Fund for Children and Youth
San Francisco Department of Children, Youth and their Families
San Francisco Office of Economic & Workforce Development
San Francisco Sheriff’s Department
California State Library
CA Cultural & Historical Endowment