Coaching & Training

  • 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.

  • 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

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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

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

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

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

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

Andrew W. Mellon Foundation: $1,000,000

Ascendium Foundation: $1,000,000

COPS Development Grants: $150,000

Rise Prize: $200,000

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

CA Board of State and Community Corrections Justice Assistance Grant: $2,870,000

US Dept. of Agriculture GusNIP Grant: $499,918

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