Our Approach
At Strata Philanthropy, we tailor our recommendations to each client--partnering closely to create smart, sustainable fundraising systems and build best practices. Whether you have 10 staff members, or 200+, we can work to meet your unique goals. With experience working for adult health systems, graduate school education, large universities, and pediatric healthcare--we understand your unique needs and will create solutions to help you succeed.
OUR SERVICES
We create solutions for a variety of advancement operations programs, including Prospect Research & Management, Gift Administration, Database Administration, Reporting and Data Management, Fundraising Compliance, and Staff Training.
Business Assessment & Process Improvement
Bespoke Solutions for Nonprofits
We help nonprofits assess their internal operations to identify strengths, gaps, and opportunities for greater efficiency. Through tailored process improvement strategies, we streamline workflows, clarify roles, and align systems to better support your mission-driven work.
Staff Assessment & Training
Assessment, Documentation, Training Execution
We help build internal capacity by designing and executing training programs that equip teams with the tools and knowledge they need to thrive. Whether you are onboarding new staff, optimizing workflows, or scaling your fundraising efforts, we deliver practical solutions that create lasting impact.
Database Strategic Support
Administration, Maintenace, & Alignment
We provide expert database administration and maintenance to ensure your systems are clean, organized and aligned with your fundraising strategy. By optimizing data structures and workflows, we help teams use their data more efficiently for management tracking, reporting and analytics.
Coaching Services
Executive & Staff Coaching
Strata can be that independent party to help unlock your team's full potential with personalized coaching designed to drive performance, clarity, and professional growth. Our executive and staff coaching services support leaders and team members at all levels.
CUSTOM SOLUTION
Not seeing exactly what you need, or don't know where to start? We work with clients at all stages of the process. Complete our Contact Form to request an initial consultation so we can discuss your exact needs and vision.
Success Stories
"Working with Shannon has been one of the most impactful consulting experiences of my career. Her deep knowledge of philanthropy, strategic insight, and ability to deliver results quickly and effectively set her apart. She is a true partner—proactive, metrics-driven, and an exceptional communicator. Her analysis and guidance have strengthened our major gift pipeline and supported fundraising efforts at every level—annual, major, principal, and transformational—ensuring alignment with our broader operational goals. I recommend her without reservation to any organization looking to elevate their fundraising strategy."
Deb Curran, Vice President of Administration and Operations
CONTACT US
Reach out to explore how our strategic solutions can elevate your nonprofit's fundraising initiatives.