NONPROFIT ADVISORY · FUNDRAISING · MARKETING · OPERATIONS

The goal keeps growing. Your team is already stretched.
We build the revenue with you.

Great causes deserve great partners that can Relate.

We don't study nonprofits from the outside. We work inside them every day, with clients across healthcare, education, faith, and cause-driven sectors. Our work is practical, specific, and built to produce results you can put on a report.

Why Leaders Call Us

Your board wants a bigger number. Your development seat has turned over more than once. And your last consultant handed you a strategy deck and an invoice, then left your team to run it alone. Relate Group is built to do the work alongside you, not just recommend it. Founded and led by senior nonprofit executives, we sit on your side of the table, build revenue systems that keep producing long after any single hire moves on, and stay to run them with you. The measure of our work is simple: the results it produces.

TESTIMONIAL

I brought Relate Group in to raise millions for our capital campaign. They delivered and exceeded expectations by proving to be much more. This C-suite level of talent consistently delivers fresh ideas, takes initiative, and leverages deep industry experience with an extensive network of relationships to create meaningful results. They are true self-starters who require little direction while remaining focused on our mission and goals. Today, Relate Group is an extension of my executive team, supporting virtually every area of our rapidly growing organization. They don't simply provide advice. They share ownership of the outcomes and are fully invested in our success.

Maureen Luna — Chief Executive Officer, The Pantry of Broward · Ft. Lauderdale, FL

What We Do

One senior bench across the full revenue picture

Capital Campaigns & Major Gifts

Feasibility, planning, and execution, with major, principal, and planned and legacy giving that carries a campaign from quiet phase to close.

Fractional & Interim Leadership

Fractional Chief Development Officer, interim development and executive leadership, and board advisory. Senior capacity without a full-time hire.

Annual Giving, Direct Response & Peer-to-Peer

Direct mail and digital direct response, donor acquisition and retention, and event and peer-to-peer campaigns that grow the base.

Development Operations, Marketing & CRM

CRM optimization (Virtuous, Bloomerang, HubSpot), donor segmentation, integrated marketing, KPI dashboards, and AI implementation that amplifies your best people — infrastructure that reduces single-role risk.

Grants, Corporate & Institutional

A senior-led grants engine plus foundation and corporate partnership strategy, sponsorships, and funder relationship management.

Finance, Strategy & Planning

Development budgets and P&L modeling, cost-to-raise-a-dollar analysis, CRM-to-accounting integration, strategic and governance advisory.

Fixed Scope Engagements

Productized engagements for organizations that need a defined result, not an open-ended retainer.

TRACTION®

Traction, by Relate Group

Fixed-scope, productized consulting for organizations that need a defined result. Traction Check, our flagship product, delivers a clear picture of where your development program stands and what to do first. Contact us to learn more.

SEALREADY®

SealReady, by Relate Group

Guided Candid profile optimization, taking your organization from current standing to the Platinum Seal of Transparency. Fixed flat fee. No retainer required. Contact us to learn more.

See what your organization could raise.

START HERE · NO COST, NO OBLIGATION

Request a free Funding Landscape Assessment. We map your foundation funding landscape from public data and show you the grants and gifts within reach, so your first conversation with us starts with real numbers, not a pitch.

Email dan@relate.group · Call 919-766-0110

Dan Thorpe · President