Services
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Nonprofits
We empower nonprofits to streamline operations, engage donors effectively, and diversify funding—creating a stronger, more sustainable impact in their communities.
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Churches & Church-Based Organizations
We help churches strengthen their financial foundation, diversify resources, and develop strategic plans that ensure long-term sustainability and mission alignment.
Susan has worked extensively with nonprofits, serving on boards and guiding leaders through complex challenges. She understands the disconnect many organizations face—where a powerful mission is hindered by operational inefficiencies and financial constraints. Through her expertise in business optimization, CRM systems, and strategic fundraising, Susan helps organizations streamline operations, enhance branding, and diversify revenue streams to secure long-term success.
Her consulting approach blends process improvement, strategic marketing, and business development to equip nonprofits with the tools they need to thrive. Susan is passionate about empowering mission-driven organizations to operate efficiently, engage meaningfully, and grow sustainably in an evolving landscape.
And when done in a sense of partnership with the leadership and team, it is empowering and energizing.
Nonprofit services include:
Operational evaluation and streamlining
Board training and development
Strategic Visioning
Resource diversification
Nonprofits
"Susan managed complex projects with efficiency while keeping in mind the bigger picture. Her work ethic, ability to collaborate effectively, and commitment to our core values of excellence, integrity, innovation, and relationships were truly exceptional."
David Snipes, President and CEO
Churches & Church-Related Organizations
Churches must be proactive in diversifying and strengthening their financial resources to ensure long-term sustainability. While religious organizations receive the highest percentage of outright contributions annually, they often lag in endowment development and planned giving, putting their future at risk.
Many pastors have expressed that seminary education often lacks training in the business and administrative aspects of running a church.
A study by the Lewis Center for Church Leadership identified five key areas where clergy leaders felt unprepared: administration and management (including finances), technology, leadership soft skills, counseling, and facilities management.
One pastor shared that despite leading a large congregation, he had no formal training in finance, budgeting, hiring, or firing—skills essential for managing a church effectively. Another pastor recalled being overwhelmed by unexpected responsibilities, like fixing plumbing issues, because seminary had not prepared him for the operational side of ministry.
A clear, intentional strategy is crucial—especially as congregations age. If churches fail to engage members in estate planning, they risk jeopardizing their long-term financial stability.
For churches struggling with outdated or overly restrictive endowments—where direct living family members are unavailable to update criteria—Susan can guide leadership through the legal process to unlock critical passive income to support ministry initiatives.
If securing a capital loan is on the horizon—whether for roof repairs, HVAC system upgrades, or expansion—do you know the most effective approach? Susan has extensive experience advising churches on loan strategies, including her work simplifying a building and loan manual that helped churches across North and South Carolina obtain capital funding for renovations, expansion, and property acquisition.
Planning a capital campaign? Strategic timing and communication are essential to ensure it complements, rather than competes with, your annual giving efforts. Susan can help integrate planned giving objectives into your campaign strategy for maximum financial impact.
With deep expertise in church finance, donor strategy, and operational efficiency, Susan helps churches strengthen their financial foundation, align mission with sustainability, and secure their long-term future.
Church and Church-Related Organization Services Include:
Operational evaluation and streamlining
Board and Committee training and development
Resource diversification and communication strategies
Endowment Development
Loosening of over-restrictive, outdated endowments
Grant Finding (and assistance to find an appropriate grant writer)
Planned Giving
Capital campaigns
Gift acceptance policies
Investing considerations
Loan considerations
