Fundraising, Grant Writing & Publication Development

Fundraising, Grant Writing & Publication Development

Having thorough and effective fundraising plans, donor prospects and proposals are imperative for the success of your nonprofit organization. Dr. Rathman has almost 40 years of fundraising experience with the grant writing process and has a 35% to 95% funding success rate for the clients she serves. She also has produced multi-year fund development plans for numerous organizations including:

  • California State University, Los Angeles

  • Catholic Big Brothers Big Sisters

  • Foothill Unity Center

  • Hugh O’Brian Youth Leadership

  • Mount St. Mary’s University

  • The Sheriff’s Youth Foundation

  • The Society of St. Vincent de Paul, Council of Los Angeles.

That is why RootSource Fundraising can help relieve your stretched staff from the additional job of raising money, and meet your fundraising needs through the development of comprehensive prospect lists, systematic proposal submission schedules and effective grant proposals aligned with your agency’s mission and goals.

Development Assessment

We will conduct an evaluation of your development practices, reviewing current donors and fundraising activities, along with interviews of organizational stakeholders that include board, staff and volunteers to determine the efficacy of your current fundraising program and the next steps needed to increase your fundraising results.

Prospect Research & Donor Identification

Prospect research is invariably time-consuming and complex, as each piece of research needs to be tailored to the relevant needs of your organization and the funding agency being researched, but it is a proven cost-effective way of raising significant funds. RootSource Fundraising will identify and research prospective funding sources, such as foundations, corporations, individuals and/or government agencies, with a view to maximizing their support for your organization

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Master Prospect Lists, Proposal Submission Schedules & Grant Report Monitoring

Once you have a list of prospective donors, it is important to have a system in place that allows your staff to solicit them in a timely manner, and monitor your progress and follow-up with them. We will develop master and trustee prospect lists, grant proposal submission schedules and grant report monitoring systems to help your organization stay on track with funding deadlines and follow-up reports to funders that ensure your organization’s sustainability.

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Cultivation Strategies & Briefing

It is vital that your organization’s board and staff have the necessary training, skills and tools to communicate their passion and commitment to your mission with potential donors. RootSource Fundraising will assist you in structuring your message and create moves management strategies devised to help you and your leadership cultivate, solicit, recognize and continue to steward donors making large gifts to your agency

“Seldom in this life do you find someone who is professional, smart, collaborative, dependable, hard-working, great at what they do and last, but not least, kind. Kim Rathman is one of those people.”

Hal Bastian,
"Mr. Downtown"

- Hal Bastian, Inc. Downtown Revitalization Consulting

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Comprehensive Fund Development Plans

Having an effective and professional development department that can diversify and increase your organization’s funding sources to include a larger percentage of funds from; foundations and corporations, acquisition mailings to cultivate and expand new individual donors, and major and planned gifts from individuals, is crucial to the sustainability and growth of any nonprofit organization.

RootSource Fundraising will work with your board and development staff to create and implement a one to three-year fundraising plan that works for your agency and current donors, as well as builds a supportive development structure to bring in new donors dedicated to your mission.

Relationship Building with Institutional Funders

Because having a relationship with an institutional funder can make all the difference in receiving a positive response to your grant proposal, we will assist your organization with contacting and building essential relationships with foundation and corporate funders that match your organization’s mission and types of support your organization needs (whether general operating, program, evaluation or capital support).

Grant Proposal Boilerplates

RootSource Fundraising will design effective grant proposals for your organization by conducting statistical research on the specific community needs that your program or project is trying to meet, and working with your staff using interviews, questionnaires and activities charts to acquire the information needed to produce compelling organization and program descriptions for funding institutions that align with your mission and goals.

Brochures, Annual Reports, Case Statements & Website Text

Strong marketing materials are an essential element of every fundraising department. If your agency is doing great work in the community, it needs to communicate that through letters, brochures, case statements, newsletters, social media and news broadcasting when possible. This will raise the community’s awareness of the vital role your agency plays within the community, as well as increase your fundraising. We will assist your organization in developing collateral materials that will help your agency, and the work it does, stand out from the crowd.