services

It all starts with a plan of action.

As every organization grows, it must have a clear view of where it is going. J.G. Pettey & Associates can show you the way. We will create a sustainable plan that helps your organization develop with vitality in order to remain healthy in the future.

All of our services are tailored to meet the specific needs of your nonprofit. Our first consultation is complimentary — so we can really discover how working together can enrich your organization. Put your growth in our hands.

Development Planning

After a comprehensive internal and external assessment benchmarking your organization’s positioning in your community and among your constituents, J.G. Pettey & Associates will produce a thorough written report designed to better position your organization for effective fundraising. We can also assist you in implementing the plan.

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Strategic Planning

J.G. Pettey & Associates has extensive experience guiding organizations through oftentimes difficult strategic planning processes. We will develop and implement a strategic fundraising plan designed specifically to meet your organization’s needs.

Furthermore, we can guide you through the implementation of comprehensive fundraising strategies, trainings to improve board leadership and the creation of grantmaking policies and procedures.

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Fundraising

As experts in the field of ethical fundraising, we have developed many workshops and presentations designed to help nonprofit organizations build donor trust. We can audit existing policies for ethical compliance and work with you to develop an organizational code of ethics.

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Foundations

J.G. Pettey & Associates works with dozens of community foundations around the world. Our goal is to help foundations become more effective grantmakers.

We can assist your organization in:

  • Streamlining your grantmaking processes
  • Creating donor-advised funds and other charitable vehicles
  • Developing and managing scholarship programs

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Board Governance

J.G. Pettey & Associates will work with your board and staff to identify and frame the components of a successful and healthy board/staff relationship. We will help you build an ethical, effective board that successfully fundraises for your organization.

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Global Philanthropy

We pride ourselves in being an authority on diversity in fundraising — including global philanthropy. J.G. Pettey & Associates can help your organization identify and create a culturally sensitive global fundraising plan.

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What our clients say

As a statewide organization, Janice’s expertise in foundation work was invaluable in guiding the development and implementation of our advised fund program. We couldn’t have done it without her!

Cheryl Cobbs, California Dental Association Foundation

The ethics training for boards presented by J.G. Pettey & Associates was informative and practical. Our board left with real-life examples and constructive suggestions for improvements they can make in our internal processes.

Dave, Working with Difficult Boards seminar, Dallas