US State Department

US State Department

Provided guidance for a State Department program that seeks to build the organizational capacity of foreign NGOs working in the human rights sector.

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CWR provided fresh insights for us on the topic of capacity building.  Our team felt Curtis provided a helpful combination of expertise, out of the box thinking, and accessibility - exactly what we needed.  CWR's strategic perspective will help the State Department's efforts to support NGO's working on human rights in a critical area of the world.” Samuel Chang Program Officer

Santa Clara County

Santa Clara County

Provided a needs assessment and feasibility study for an innovative community wellness center.

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I would recommend the firm to anyone looking for assistance which requires thoughtful analysis, good listening skills, and responsiveness to you as a client. I give CWR a superior rating.” Leslie Crowell Deputy County Executive

California Community Foundation

California Community Foundation

Oversaw two different key capacity building initiatives covering a total of 15 grantees.  Provided counsel to foundation staff and conducted trainings with executive directors.  Executed projects in strategic planning, marketing, fundraising,  and databases.

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CCF has benefited greatly from our partnership with CWR. Their capacity building work for our grantees has been high quality and we would be pleased to work with CWR in the future.” Terri Mosqueda Director

Peery Foundation

Peery Foundation

Provided business plan development, executive coaching, and fundraising plan development to a grantee in the Peery Foundation's portfolio.

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CWR had a superior ability to capture our mission, conceptualize, summarize and point out the areas where we need to focus.” Ibis Schlesinger Executive Director of Ties To The World (Peery Foundation grantee)

Frieda C. Fox Foundation

Frieda C. Fox Foundation

Worked with the foundation to explore strategic partnership otpions for one of its key portfolio members, including possible merger, assimilation, or shared infrastructure.  

I give you a most thorough recommendation, supported by the many things we've done with you over the years, where it's led and how my prior referrals for you resulted in my colleagues also being extremely happy. ” Dana Marcus Executive Director

Craigslist Foundation

Craigslist Foundation

Designed program improvements, built a web tool, and oversaw the pro bono consulting track for the Foundation's main conference.

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We loved having CWR as partners!” Diana Rogers Director of Events

Stanford Center for International Development

Stanford Center for International Development

Delivered a comprehensive strategic planning project including its future pogramming emphasis and fundraising needs.

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Working with Curtis really helped to clarify our thinking about who we are, what we do, and where we are headed. I was impressed by Curtis’ ability to quickly understand the complexity of internal and external relationships at a university-based organization – and the challenges of balancing a mission with multiple objectives.” Grant Miler Director

Tipping Point Community

Tipping Point Community

Provided analysis and advice to improve the foundation's existing Salesforce database, especially in integrating grants management with donor relations.

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I would strongly recommend CWR. Their combination of insight and implementation was critical.” Katy Congdon Williams Senior Associate, Development

Silicon Valley Community Foundation

Silicon Valley Community Foundation

Guided the foundation's key initiative to build the organizational capacity of 11 local nonprofits.  Provided assistance in overall program design, organizational assessment, and oversight of technical assistance projects.  Specialized in building capacity for individual fundraising.

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Thank you again for all your guidance and for the great work you've done.” Mauricio Palma Director of Initiatives

Diocese of San Jose

Diocese of San Jose

Advised the Diocese on how to integrate the financial tracking of its 81 parishes and schools.

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This was an excellent report and very clear about our next steps. Thank you so much for the clarity and we now know what our next steps to be. Thanks again!” Father Brendan Maguire Vicar-General

Breakthrough Collaborative National

Breakthrough Collaborative National

Guided the national movement in a major reorganization by providing strategy, meeting facilitation, and executive coaching.

Thanks to Curtis, Breakthrough has taken a tremendous step forward in our organizational evolution. He's one of the best at what he does and he's become my "go-to!" ” Josh Lachs National Executive Director

Boys and Girls Club of Silicon Valley

Boys and Girls Club of Silicon Valley

Conducted strategic planning that redefined the agency's approach to teens, resulting in unprecedented programmatic clarity and focus.

Your involvement with our organization has given us a better understanding of who we are and what we do than we've ever had before.” Max Duganne Chief Executive Officer

California Campus Compact

California Campus Compact

Created the message guideline for the statewide association of colleges and universities.

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CWR's customer service and affordability exceeded our expectations. And their sensitivity to our situation far exceeded what we even hoped for. I'd strongly recommend Consulting Within Reach.” Elaine Ikeda Executive Director

Stewardship Council

Stewardship Council

Built a website that would display a searchable and mapped database of agencies and sites providing environmental education.

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Our experience was very good and we are happy with the product. I would recommend CWR to others.” Manav Thapar Program Associate

Juma Ventures

Juma Ventures

Evaluated needs and presented recommendations in messaging, individual donor cultivation, and board development.

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In these turbulent economic times the nonprofit sector is in need of a savvy instigator that has expertise in helping an agency reinvent themselves. CWR has helped Juma to better understand our marketing and fundraising model and positioned us to change it to capture new opportunities.” Marc Spencer Chief Executive Officer

Renaissance Entrepreneurship Center

Renaissance Entrepreneurship Center

Analyzed the individual fundraising operations of the agency and provided a series of recommendations.  Implemented a new donor database and customized the tool to better automate and support the Year End Appeal.

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Our Year End Appeal was a success! We sepnt less than half the normal amount of time (and money) on it, and were able to raise more funds than last year.” Kate Wison Development Manager

Corporation for Enterprise Development (CFED)

Corporation for Enterprise Development (CFED)

Provided a strategic marketing analysis for American Dream Match Funds, a potential new initiative in matched savings for low income populations.

This paper defining our strategic and marketing issues was amazingly on-point, insightful and helpful. Thank you so much for moving our thinking along.” Robert Friedman Board Chair

MidPen Housing

MidPen Housing

Evaluated the feasibility of increasing fundraising revenue, and developed a long term strategy and short term tactical plan.

My company has very little experience with fund development and no experience with the sophisticated world of fund raising from corporate and individual donors. So, gaining insight and direction were vital for us. Consulting Within Reach provided very thoughtful and impactful analysis and helped us feel more secure about venturing into this area. I feel confident that we now have the necessary information to move forward, and we are extremely grateful for that.” Kevin Sharps Vice-President

Family Independence Initiative

Family Independence Initiative

Guided the strategic planning for the organization to influence national public policy and built a website for client engagement.

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I want to thank you for your work. All of the discussions you led and insights you produced helped us secure national funding. You were a great help and hero. And we love the website work CWR did for us!” Maurice Lim Miller Executive Director

Girls For A Change

Girls For A Change

Produced a national expansion strategy and an accompanying message guideline.

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That gift CWR has for being able to help clear the fog and put words to reality is phenomenal.” Whitney Smith Founding Executive Director

California Housing Consortium

California Housing Consortium

Developed marketing plan to expand its state wide membership and grow revenue.

Entering into a client-consultant relationship is always a leap of faith. As the client, you hope you'll get what was promised up front. Consulting Within Reach delivered. They ensured that the promises they made were kept throughout the process. The resulting report was insightful and helpful and will serve us well in our future business planning. Curtis and his team were incredibly responsive and easy to work with. Excellent experience!” Ray Pearl Executive Director

Fresh Lifelines for Youth

Fresh Lifelines for Youth

Analyzed FLY's entire fundraising operations to identify improvements in a host of areas, including donor communications, thanking donors and volunteers, use of online social media, and more.

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I was very impressed with the breadth of their fundraising knowledge and the extent to which each member of the team went to ensure that our needs were met.” Skye Delano Director of Community Resources

InnVision

InnVision

Produced a comprehensive review of the organization's individual fundraising capacity and developed a program which should dramatically improve financial returns.

Our overall experience with CWR was very good. The fact that they are a one stop shop with a range of services was important to us.” Ann-Marie Meacham Director of Development

A Home Within

A Home Within

Designed and executed an individual fundraising campaign, including creating new national ads and a e-marketing aspect. Produced the new message guideline.

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With the help of CWR we were able to bring the clarity of thought and writing that we needed to move to the next level of growth. We very much appreciated the open, thoughtful conversations about our organization and the direction we're taking. CWR has a particular sensitivity in asking the hard questions and opening important avenues for exploration.” Toni Heineman Executive Director

CALICO

CALICO

Developed the strategic plan to guide the agency's long term growth.  Built a new website to better convey the agency's impact.  Provided ongoing fundraising coaching.

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In guiding CALICO through a strategic planning process, fundraising strategy, and web development, CWR was amazingly adept at becoming an expert on the nuances of our work as if they'd been on staff for years. Their insights and recommendations have been invaluable. I would wholeheartedly recommend CWR and hope to engage their services again in the future.” Vicky Gwiasda Executive Director

Partners in School Innovation

Partners in School Innovation

Implemented a new donor database system and provided technical support.

I was extremely impressed with the expertise and the ongoing tech support, not to mention efficiency in the overall process. Working with you was a huge success for us in every way.” Jeri Howland Chief Development Officer

Vittana

Vittana

Implemented a Salesforce database solution that integrated its various information flows into one online system.

 

I was impressed by CWR's diligence and professionalism. They were incredibly detailed in making sure we knew exactly where we were at in the process and what the next steps were to move forward. CWR did a great job of training us, answering all our questions and making sure we understood how to move forward once our engagement with CWR was complete.” Katie Gruver Marketing Director

RAFT

RAFT

Analyzed the organization's individul donor cultivation strategy, concentrating on the volunteer experience and potential for online social media.

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CWR very quickly identified the opportunities RAFT has in a couple of key areas and identified the actions RAFT needed to take to exploit those opportunities. They clearly had a deep understanding of the challenges non profits faced in creating more capacity for fundraising and were able to apply their understanding of the tools and mechanisms available to make very succinct and actionable recommendations. ” Nigel Ball Director of Marketing

CASA

CASA

Provided analysis and recommendations for CASA's use of its donor database; also delivered some needed training for the staff on database maintenance and reporting.

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We had a very good experience overall. And CWR's affordable rates were critical for our situation.” Vickie Grove Executive Director

The Stride Center

The Stride Center

Implemented a Salesforce based database that combined donor and client information and included sophisticated reports, automated workflows, and dashboards.

Consulting Within Reach did an absolutely outstanding job for us, achieving all our project goals and then going well beyond that. We are now poised to use Salesforce in significantly more efficient and productive ways. When you are in the market for a team to help you further refine your system, I highly recommend them on all levels: quality, price, expertise, familiarity with the nonprofit sector and easy to work with.” Barrie Hathaway Executive Director

The Sikh Coalition

The Sikh Coalition

Guided the long term strategic planning process of the leading civil rights agency defending Sikh Americans.

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We give CWR a superior ranking and their sensitivity to our particular situation far exceeded our expectations. ” Sapreet Kaur Executive Director

Children's Hospice and Palliative Care Coalition

Children's Hospice and Palliative Care Coalition

Led a strategic planning process to set a new direction for an advocacy group that just won a landmark legislative victory.

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The strategic plan was very good and CWR's ability to meet deadlines far surpassed my expectations.” Devon Dabbs Executive Director

Reading Partners

Reading Partners

Guided the organization's efforts to improve the fundraising effectiveness of staff and the board of directors.

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The CWR consultant was really fabulous and made me feel comfortable chatting openly and honestly with her. I felt that she took the time to understand our program and had a good grasp on how to improve our major donor program.” Allison Cohen Development Manager

Cleo Eulau Center

Cleo Eulau Center

Advised the young agency on charting its positioning in the crowded field of education and youth.

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CWR staff has a strong ability to hone in on challenges for agencies and create productive dialogue around what might be the best solutions. I have been particularly impressed with the insights and the genuine interest in helping the Cleo Eulau Center to build agency capacity.” Lyra Ghose Executive Director

49er Academy

49er Academy

Built the infrastructure for its fundraising department, including implementing a donor database, creating a pitch deck, and crafting a donor cultivation plan.

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CWR provided superior results and I would actively promote CWR to other EDs.” Michele Sharkey Executive Director

Downtown Streets Team

Downtown Streets Team

Provided strategic planning for the long term future of the organization.

We were blown away with the amount of strategic help and organizational guidance we received in such a short amount of time. We are already using one of the ideas as a critical part of our business model going forward.” Eileen Richardson Executive Director

Artworx LA

Artworx LA

Implemented a Salesforce database customized for the agency's fundraising operations.

CWR has been incredibly responsive and patient with us, and this process has gone far more smoothly than I anticipated. Your expertise is deep, and you are able to not only answer questions, but think a few steps ahead, helping us anticipate ways to better leverage Salesforce and its reporting capabilities to fullest. You are doing our organization a tremendous service through your diligence, follow through, and attention to detail. ” Robin Sukhadia Director of Development and Communications

Skees Family Foundation

Skees Family Foundation

Built a customized web site that would empower the foundation's efforts to support its grantees via storytelling.  Designed and implemented an online tool to encourage volunteer efforts by family members.

Many thanks to the creativity of graphic and web designers at Consulting with Reach, led by out-of-the-box thinker and nonprofit expert Curtis Chang, for helping shape our vision into reality.” Suzanne Skees Founder

San Mateo Cares

San Mateo Cares

Delivered a website with a rapid turnaround for an initiative headed by Congresswoman Jackie Spears and other San Mateo leaders.

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We were a newly forming organization with no full time staff but a fast approaching deadline. The Consulting Within Reach team helped us turn some inchoate ideas into a simple but polished website that could drive our fundraising in less than a week. I can only imagine what they could have done if we had given them two weeks!” Gordon Strause San Mateo Cares

Grail Family Services

Grail Family Services

Wrote two key grant applicataions and developed key message points.

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I was impressed with the level of professionalism, expertise and most importantly with the personal touch and commitment that was given to our fundraising and marketing project.
Veronica Goei Executive Director

FORGE

FORGE

Produced comprehensive analysis of organizational capacity, focusing especially on fundraising. 

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I want to express how much of a pleasure and honor it has been to work with Curtis Chang. Curtis has great perspective and a simple knack for distilling goals into deliverables and distinguishing between priorities.” Kjerstin Erickson Executive Director

Hayward Area Historical Society

Hayward Area Historical Society

Designed and built a richly interactive website for a community museum.

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Working with CWR has been a great experience! They listened to what we wanted and needed and gave us a product that surpassed our expectations while being exceedingly patient and helpful with advice. I highly recommend CWR.” Diane Curry Curator

The Beatitudes Society

The Beatitudes Society

Delivered an overall assessment report for the organization at its five year mark and a strategic plan for its long term future.

I must say I started out with high expectations, and they were met and exceeded. I recommend CWR with great enthusiasm: Curtis Chang always provided prompt, clear and concise responses to every question we raised in our strategic planning process. He met our needs with keen insight, wise counsel and deep integrity. They also did a fantastic job with our website.” Anne Howard Executive Director

First Five San Mateo County

First Five San Mateo County

Provided strategic planning and executive coaching.

You provided incredible value and excellent thoughts.” Debby Armstrong Executive Director (former)

Palo Alto Community Child Care

Palo Alto Community Child Care

Provided a comprehensive marketing analysis and plan to increase the agency's share of the child care market in Palo Alto.  Based on the plan, CWR also built a new website to promote the new plan and also developed a customized customer tracking database.

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I was happily surprised with how much CWR learned about our agency and the child care field in general. They did a great job of putting both aspects together to make recommendations that were feasible for now and the future.” Janice Shaul Executive Director

PAMP (Parents Club of Palo Alto Menlo Park)

PAMP (Parents Club of Palo Alto Menlo Park)

Delivered a comprehensive strategic and marketing plan for the long term future of the organization.  Provided tactical plan for the short term, new organizational chart, job descriptions of new key hires, and assessment of database needs.

We were thrilled at how efficiently you worked and at how easy you were to work with. You guys were great!” Audra Ibarra Board Member

re:formation

re:formation

Delivered new website.

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CWR designed an absolutely jaw-dropping website for us. The art and tone captures our organization precisely.” Charles Mitchell Founding Member

Faith in Public Life

Faith in Public Life

Provided a strategic plan that mapped out a path to greater policy impact and the potential for better sustainability.

Our organization is so much better than we ever would have been without you. The staff and I feel re-energized and focused as a result of your work with us.” Jen Butler Executive Director

LEAP: Arts in Education

LEAP: Arts in Education

Developed and led training for the board to empower members for individual fundraising.

I was pleasantly surprised about our consultant's high level of organization and follow-through - it was much higher than any other consultant we've worked with in the past.” Julie McDonald Executive Director

California Alliance of African American Educators

California Alliance of African American Educators

Implemented a new donor database and built other basic fundraising tools.

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It was such a pleasure to work with the CWR expert, that we are anxious to hire them for another job! They were always professional, courteous, and kind. I give CWR a superior ranking.” Debra Watkins Executive Director

Homeless Services Center (Santa Cruz)

Homeless Services Center (Santa Cruz)

Analyzed the needs of the agency for a new website, with special attention to bringing greater efficiency via an online volunteer management system.

Our experience with CWR was very positive. They began adding value to HSC from the moment they walked through the door. The final product was informative and compelling.” Monica Martinez Executive Director

Guard Support

Guard Support

Launched a startup agency by providing counsel, building its website, designing its graphic identity, and helping to run its first fundraising campaign.

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Consulting Within Reach more than matched my expectations in every way. CWR was indispensable to Guard Support. We certainly intend to keep using them as we grow.” Nate Dalton Board Chair

Wardrobe for Opportunity

Wardrobe for Opportunity

Developed Salesforce solution to manage comprehensive data for the agency.

We're happy to have CWR. The consultant was very wise in SalesForce and has been flexible with us for our project! He was also familiar with other partner agencies in the area - which made him the perfect consultant for us! He's provided us tips and tools that will support our company long term.” Mahagony Charlton Manager

Jeremiah's Promise

Jeremiah's Promise

Created the message guideline with recommendations on how to build the agency's marketing capacity.

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The CWR team produced excellent value: they helped us to define our brand in compelling terms and gave us a very practical strategy to follow. And they did so in a way that fully engaged board members and strengthened the organization in areas beyond just marketing. We'd highly recommend them to any growing organization.” Charlotte Rogers Board Chair

Somos Mayfair

Somos Mayfair

Assessed the staffing structure of the organization and provided recommendations for improvement.

We asked CWR to step in quickly and conduct an operations assessment. They delivered their assessment on time, at the price we could afford, and in a thorough and professional manner. The assessment provides an independent, on-the-mark report that will be used to garner buy-in from all internal stakeholders that are required to move forward.” Jaime Alvarado Executive Director

Monument Crisis Center

Monument Crisis Center

Implemented Salesforce solution for both program and client data.

The project was intensive because our database needs are so complicated and detailed but both our staff and yours were extremely attentive to detail and motivated to get it right.” Season Koski Administrator

Community Health Alliance of Pasadena

Community Health Alliance of Pasadena

Analyzed the implications of ObamaCare for the agency's marketing plans.

I found the consultant knowledgeable about our field and engaged in the modifications we asked in our project.” Margaret Martinez Executive Director

Intentional Philanthropy

Intentional Philanthropy

Designed and built a new website for a startup consulting firm.

Our experience was very good and I would actively promote CWR to others.” Holli Rivera President