SOCIAL IMPACT & NONPROFITS LEADERS
Helping mission-driven organizations
build, grow, and lead.
We work alongside nonprofit leaders, executive teams, and boards to strengthen strategy, clarify purpose, and build the organizational capacity to fulfill your mission — now and into the future.
Our Expertise
FACILITATION + RETREAT DESIGN
-
Strategic Vision & Planning
-
Board Retreat Session
-
Change Management
-
Focused Planning Session
-
Team Building
DATA + DIGITAL SYSTEMS
-
AI Readiness & Training
-
Data Migration
-
Digital Platform Use Assessments
-
Database/CRM Optimization
-
Tech/Digital Transformations
GROWTH + STRATEGY
-
Major, Mega + Planned Gifts
-
Organizational Audits
-
Prospect Pool Development
-
Capacity Building Best Practices
-
Strategy Development
-
Operations Assessments
LEADERSHIP +
TRAINING
-
Board Development
-
Board Governance Advising
-
Executive + Board Coaching
-
Leadership Development
-
Staff Training
-
Transitional & Interim Staffing
FUNDRAISING + SPECIAL INITIATIVES
-
Campaign Planning
-
Annual Fund Optimization
-
Feasibility Studies
-
Organizational Readiness
-
Campaign Counsel & Strategy
-
Campaign Audits
Working with PIVOT changed how I show up for my clients. I've always known that the philanthropic conversation was important. PIVOT has proven to be a true partner for my clients and me in strategic giving — and they did so in a way that kept me in the driver's seat.
My clients feel the PIVOT influence too. The relationships are stronger, the conversations are richer, and I'm not losing families when the wealth changes hands.
That's not a small thing. That's everything.
Becky MacDonald, Founder & Principal at MacDonald Wealth Associates
