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Financial Services
Organization Description Keywords
Lamb Insurance Services

Lamb is the largest insurance broker in the country dedicated exclusively to helping nonprofit and human service organizations manage their risks. Lamb leverages its expertise, experience, and insurance carrier relationships to deliver the most comprehensive insurance program available at an advantageous cost to you. With more than 1,500 clients nationally, Lamb is truly making a difference by aggressively pursuing our mission of “protecting organizations that positively affect people’s lives.”

Learn how Lamb can protect your nonprofit, email Doug Penley.

property and general liability professional liability cyber liability auto liability and physical damage workers' compensation
eCIO

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices. Our clients come from all nonprofit sectors and we recognize the important differences each organization faces in its funding sources and operating needs. That’s why each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours.

Investment, Endowment funds, Financial Consultant
Dean Dorton

Better financial tools mean better stewardship and mission fulfillment. Dean Dorton Allen Ford, PLLC (Dean Dorton), based in Raleigh, NC, is a full-service CPA and technology consulting firm that specializes in implementations and integrations of accounting software solutions for nonprofits. We offer outsourced accounting services along with leading financial management tools- Microsoft 365 Business Central and cloud-based Sage Intacct- that guarantee performance-driving components for your finance teams.

The team at Dean Dorton is comprised of technology consultants with experience as accountants, controllers, and information systems experts. We strive to provide nonprofit organizations with the most client-centric, integrated solutions that allow them to focus more on their core mission and less on their software.

Dean Dorton is committed to helping nonprofits pinpoint their financial concerns, establish their overall accounting needs, and move forward with the right solution that will allow their organization to scale as it grows. Over 100 clients across the United States, Canada, and Australia have turned to Dean Dorton's services and products. For more information on Dean Dorton's nonprofit accounting technology or outsourced accounting services, visit https://deandorton.com/

Accounting software, CPA, nonprofit technology
Community Services Insurance Program (CSIP)

Community Services Insurance Program (CSIP) is an insurance program that is available to non-profits and social service organizations in North Carolina plus other Southeast states. CSIP provides specialized insurance coverages specifically designed for social services operations while providing meaningful cost savings.

With CSIP, your organization can expect specialized claims and loss control services, premium savings, and most importantly – budget stability.

Lines of coverage include workers' compensation, general & professional liability, commercial auto liability, and excess liability.

Contact us today for a quote - info@csipins.com

workers compensation; insurance; non profit insurance; liability insurance; affordable insurance policy; workers comp; auto insurance; all-lines package; csip; community services insurance program;
Fundraising/Philanthropy
Organization Description Keywords
Saison Consulting LLC

Saison Consulting, LLC, is a Durham, N.C.-based consulting firm that helps leaders and organizations live and lead fully in their present season while also preparing them for their next. Our work with a client generally focuses in one or more of six areas – leader development & coaching; strategic visioning & implementation; process & infrastructure creation; change management; organizational culture & conflict; and fundraising & holistic sustainability. Saison consultants, along with our national network of affiliates, have combined decades of experience working in and consulting with nonprofit and for-profit organizations.

consulting; strategy; planning; vision; coaching; leadership development
HDH Advancement Group, LLC

HDH Advancement Group, LLC is based in Apex, NC and provides fundraising and nonprofit management services throughout the state of NC and around the country. Our areas of expertise include development assessments and plans, feasibility studies and campaigns, strategic planning, and comprehensive fundraising with an emphasis on major gifts.

Our team brings decades of experience working on-the-ground with nonprofits around the country - in organizations ranging from large health systems and universities to small, community nonprofits. We also bring years of expert consulting experience working under the mentorship and training of top leaders in the industry. It is our intense passion to build up and bring together people of diverse backgrounds, and we partner with nonprofits to elevate social impact together! Call or email for a free consult! info@hdhadvancementgroup.com

fundraising - major gifts; estate planning; events; annual giving, strategic assessments and plans, feasibility studies and campaigns
GolfStatus.org

Golf fundraisers are an incredible opportunity to raise awareness for your cause, establish corporate partnerships, grow your donor portfolio, and steward existing donors. Our mission is to help nonprofits engage more supporters, raise more mission-critical funds, drive impact, and do more good by leveraging golf events and engaging the donors and sponsors who support them.

GolfStatus.org is a full-service platform that streamlines every aspect of planning and managing a golf fundraiser.
-Set up a custom, professional event website in minutes.
-Take advantage of online and in-app promo and registration.
-Streamline player and sponsor registration with secure online payment processing.
-Customize sponsorship packages.
-Offer live scoring and competitive leaderboards (and sell leaderboard sponsorships at a premium).
-Take advantage of timely mobile engagements, including automated messaging and push notifications before, during, and after the event.
-Save time without losing valuable information with seamless data transfers.

Contact us to see how it works, see how it works, set up your event in ten minutes, and begin accepting registrations. Learn more at www.GolfStatus.org or contact us directly at events@golfstatus.org.

fundraising, Event planner, event management
Fired Up Fundraising

Headquartered in Chapel Hill, Fired Up Fundraising provides fundraising counsel to nonprofits at all stages of development; supporting fundraising planning, major gift strategies, board development and training, and high-dollar capital campaigns. We empower nonprofits to achieve extraordinary fundraising results and build a better world through our expert consulting services, world-class training programs, and inspiring keynotes.

Through our major gifts and capital campaign consulting services, we equip you with actionable strategies, skills, and tools tailored for your organization. With you at every step, we champion you to create real change – the kind you can measure. Our data-driven Fundraising By The Numbers methodology helps focus your goals which drives you to achieve results, so you can impact the world.

In addition, our firm draws upon external national and international experts in marketing, design, prospect research, copywriting, digital communications, public relations and leadership development to provide additional top-quality services for our clients. Check out our website today or send us a note to explore how we can support you!

Major Gifts and Capital Campaign Consulting, Fundraising Training and Consulting, Leadership and Board Development
Bloomerang

Bloomerang serves the people who serve their communities. That's why we gather the best tools, resources, and people in a single place and, through our donor management platform, empower nonprofit organizations like yours to carry out their missions.

Key Benefits

  • ACQUIRE new donor relationship opportunities with online giving tools such as online donation forms and peer-to-peer fundraising pages.
  • ENGAGE your donors where they are with in-app marketing tools including email marketing and letters.
  • RETAIN your donor community with wealth screening and stewardship alerts.
  • AUTOMATE the tasks of donor data management with tools such as free nightly address updates and scheduled emails and reports.

Summary

Bloomerang helps nonprofits deliver a better giving experience and create stable, thriving organizations. Combining simple-to-use technology with people-powered support and training, we encourage small and medium nonprofits to work efficiently, improve their donor relationships, and grow their donor bases.

With Bloomerang, nonprofit professionals love their work, and have another teammate in the cause.

 

Atrómitos, LLC

Atrómitos is an SBA-certified woman-owned small business committed to helping our clients do big things. While we partner with a variety of organizations, our work reflects a singular common mission: Creating healthier, more resilient, and more equitable communities.

Working toward this shared goal requires cross-sectional collaboration. To this end, we have assembled a mighty team of experts in public health, health administration, policy, strategic planning, change management, and marketing and communications. Collectively, we have decades of experience at the top levels of government, with dynamic nonprofit organizations, and in the private sector. We have both the diverse technical expertise as well as the practical operational expertise needed to drive change.

We believe (fervently) in “better” and in our ability to effect this change. Through our work with our clients, we support and create systems that allow for the more rational and equitable administration of resources and more efficient, ethical, and sustainable business practices.

Headquartered in Wilmington, North Carolina, Atrómitos has team members across the country in Virginia, Connecticut, Tennessee, Pennsylvania, and Illinois with reach and relationships across the country and the world.

Strategic Planning, Policy and Research, Program Design and Evaluation