Creative Funding Strategies

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Optimal funding requires thoughtful planning and poses challenges few understand. Through assessment of current funding (if any) and the organizations desired results, we develop a clear strategy designed to deliver on the stated goals. Regardless of the funding vehicle, we continually help you manage, maintain, and evaluate the program on a go-forward basis.




Assessment / Diagnosis

Exploration of Options

Evaluation and Scoring

Communication and Documentation

Reevaluation and Adjustment

Where do I stand today?

What do I want to achieve?


Fact finding, listening

Determine performance metrics

Diagnosis of existing process

What are my options going forward?


Brainstorm available options

Develop practical alternatives

Analyze their financial and organizational impact

Which course should we take and why is it best for us? (This is key!)


Articulation of goals and metrics

Quantification of performance

Design, redesign, testing and scoring

What is the rationale for making this decision?

What will the impact be and why is this better than the alternatives.


The decision is clearly documented and can be readily communicated, defended and understood

Where do we stand today?

Are we getting the results we planned for and do we need to make adjustments?



The information contained on this Site is general in nature and should not be considered legal, tax or investment advice. This information is provided for general educational purposes in connection with your use of our site and services. The facts of your particular situation, and developments in applicable laws, rules and regulations or the interpretation thereof, may affect the information as it pertains to you. You should consult with your attorney or tax advisor regarding your specific legal or tax situation and with your investment advisor regarding the risks and advisability of sponsoring or participating in a nonqualified plan.

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