Strategy

Expert guidance, hands-on support.

Too often, nonprofit strategy consultants leave you with plans that look good on paper but fall short in practice. At Orr Group, we specialize in both the design and implementation of actionable strategies. In fact, over 50% of our clients choose to extend our partnership to bring their plans to life. We align leadership, clarify goals, and deliver strategies that are as practical and achievable as they are aspirational and transformational—always tailored to your mission and built for long-term impact.

Team of hikers strategy to reach the goal at the top of the mountain

Strategy Services for Nonprofits

Smart Strategy Starts with the Right Questions. Effective fundraising and organizational strategies aren’t just about vision—they’re about alignment, clarity, and execution. That’s why our work starts by asking the questions that matter:

  • What sets your plan apart—and is it positioned to stand out?
  • Can your team fully align behind the strategy and drive it forward?
  • Do your internal resources support your goals—or do they need to evolve?

We use these insights to build practical, tailored strategies that reflect your mission and are ready to implement from day one.

Development Audits

Nonprofits often face ambitious growth goals without the development infrastructure needed to support them. Orr Group conducts data-driven audits of your fundraising operations—ranging from full development reviews to focused assessments of major gifts, planned giving, or individual giving programs.

Our approach includes stakeholder interviews, performance analysis, and a review of the four essential pillars of fundraising: case, leadership, donors, and systems. The result is a customized development roadmap grounded in your values, culture, and capacity—designed to strengthen operations and position your organization for long-term, sustainable growth.

Strategic Planning

Nonprofits need clear direction to navigate growth, change, and an increasingly complex philanthropic landscape. Orr Group leads a collaborative strategic planning process that includes stakeholder interviews, competitive landscape analysis, and a review of your organization’s operations and mission alignment.

Our approach helps clarify vision, align leadership, and define strategic priorities grounded in your values and real-world capacity. The result is a focused, adaptable strategic plan that guides decision-making and positions your organization for long-term impact.

Planned Giving Assessments

Legacy giving presents one of the greatest opportunities for long-term financial sustainability—but many nonprofits lack the systems and strategy to tap into it. Orr Group conducts a data-driven analysis of your donor base to identify and prioritize planned giving prospects, alongside a review of your internal capacity, processes, and infrastructure.

Our approach uncovers untapped potential and equips your team with a clear, practical roadmap to integrate planned giving into your broader fundraising strategy. The result is a sustainable plan that positions your organization to secure transformational, long-term support.

Case Development

A compelling case for support is essential to inspiring donor investment—but it must be grounded in strategy and shared vision. Orr Group leads a collaborative process to define your philanthropic priorities, articulate funding needs, and align internal stakeholders around a clear message.

We then craft a powerful, donor-facing narrative that communicates urgency, impact, and vision—ready to be brought to life visually by your internal or external design team. The result is a case for support that motivates action, drives engagement, and anchors your broader fundraising strategy.

Strategy-Building Success Stories

NCASA sought to develop a strategic plan that would guide fundraising efforts from 2023 – 2030, with a focus on scaling its programs and aligning its network for enhanced impact.

Orr Group crafted a comprehensive strategic plan that involved close collaboration with staff and board leadership. We first identified key strategic goals and focus areas, and then led an extensive vetting process to gather feedback from key stakeholders that resulted in the development of a plan that reflected the needs of NCASA’s entire network.

The strategic plan set a clear direction for organizational growth, scaling programs nationwide, and enhancing outcomes for children and families.

Root Capital

To help Root Capital grow annual revenue from $15M to $25M in 5 years, Orr Group conducted a development assessment to identify the organization’s strengths, challenges, and opportunities for success.

The final plan provided actionable recommendations for Root Capital to strengthen and tailor its case for support to appeal to a diversity of donors, recruit and activate engaged leaders in fundraising efforts, and secure additional staff capacity and resources to support a robust operation. This strategy ensured Root Capital had the tools it needed to achieve its $25M revenue goal.

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