Services

At Strategeries we provide managers, boards, government and foundation officers, lenders, and social entrepreneurs with a full line of services and products for Foundations, Financial Institutions, Nonprofits and the Nonprofit Sector.
 
We progress one step at a time. At each stage, decisions are jointly made about how much involvement is needed from Strategeries, and how much can be developed within the organization. For some organizations, the partnership with Strategeries begins at the strategic planning retreat. For others, the business plan or revolving loan development is the point of entry. For other clients, our charge is finding compatable community financing partners, creating a financial forecasting model or tying their development and capital campaign efforts to their operational planning. We have the skills to join you team at any of these points.

We complement your existing team, we work collaboratively and we provide the documents that you need to strengthen your internal capacity. Strategeries provides expertise not commonly found in most nonprofits and foundations.

  • Asset retention initiatives
  • Revolving Loan Funds or Project Related Investment development
  • Creative access to capital for qualifying nonprofits
  • Unique community financial collaborations
  • Assistance in making capital available to nonprofits
  • Nonprofit risk analysis
  • Bankable business applications
  • Strategic plans, Defining the vision
  • Business plans, Delivering the vision
  • Financial forecasting, Costing the vision
  • Stage two: helping the plans become a reality