Jeremy Gregg Speaking at TEDxSMU

WHO WE ARE

Gregg Partners is a revenue strategy consultancy that equips mission-driven businesses to improve their financial sustainability so that they can better pursue their vision for the world. The firm is led by Jeremy Gregg and Jami Ritter, veteran nonprofit leaders and experienced social entrepreneurs who have collectively raised $100M+ in donations for nonprofits.

The firm anchors its engagements with clients around outsourced grantwriting. From our experience, grantwriting reveals an organization’s strengths and exposes its weaknesses — creating the perfect portal through which to improve the organization’s fundraising fundamentals. As we identify opportunities for improvement, Gregg Partners provides its clients with additional support ranging from project-based consulting to staff/board training to outsourcing other development functions that complement grantwriting (social media, corporate sponsorship solicitation, etc.). Our goal is to improve the long-term financial sustainability of our clients — not simply to win grants.

This approach is different from typical grantwriting shops, and it is not a fit for every client. This is why we turn down nearly as many prospective clients as we accept, as we want to ensure that we focus our time and energy (and our clients’ resources) on efforts that will maximize our collective impact on the world.

Our Founders’ Experience

  • ~$100M in Donations Raised
  • 30+ Combined Years of Nonprofit Management
  • Jeremy Gregg, President of Gregg Partners, is a 3-Time TEDx Speaker, 2-time Ignite Speaker, 2-time Pitch Contest Champion, and former “Nonprofit Communicator of the Year” (CNM). He earned an Executive MBA; BA in English; BA in Advertising; and his CFRE.
  • Jami Ritter, CEO of Gregg Partners, is a former nonprofit Executive Director with 20 years of progressive leadership, management, and development experience in the nonprofit sector.

Our Other Team Members

  • Charles Hearne, Senior Partnership Manager
  • Alyssa Steitz, Director of Operations
  • Tori Correll, Senior Writer
  • Sarah McThomas, Associate Writer

WHOM WE SERVE

We focus on partnering with direct human service charities to transform the lives of vulnerable people. Clients range from small charities to large institutions, from national offices to local chapters, as well as grantmaking institutions such as The Pat & Emmitt Smith Charities. We work with both secular and faith-based organizations.

NOTE: We can support capital campaigns but our primary focus is on securing operating/program grants.

Where We Make the Greatest Impact

  • 501(c)(3) Nonprofits focused on Social/Human Services
  • At least 3-5 Years of History
  • Established Outcomes/Impact Evaluation
  • House is in Order (Budgets, Audits, Form 990s, etc.)
  • Solid Programs with Demonstrable Results

The Pain Points We Address

  • “I feel like we are leaving money on the table.”
  • “We need to lower our costs of fundraising.”
  • “I don’t have the time to do this but I know we should.”
  • “We need better proposals … and more of them.”
  • “We need to find new donors.”
  • “I just want to know that grantwriting is getting taken care of so I can focus on other things.”



WHY WE CHOSE THIS VOCATION

Our hearts yearn to make a positive impact on the lives of our neighbors. While every employee volunteers personally, we realize that we can make an exponentially greater impact on the world by raising money to fuel mission-driven organizations. We cherish our time working directly with vulnerable people, but we believe that our highest calling is to raise money to allow others to do so. As Peter Drucker writes, “the fruit of our work grows on other people’s trees.”

Our Driving Values

  • EXCELLENCE: Producing the highest quality materials, customized to clients’ needs
  • EXECUTION: Consistently meeting deadlines and exceeding project goals;
  • LEVERAGE: Delivering the maximum impact by leveraging clients’ existing assets, including time, talent, financial resources, staff/board relationships, and more
  • STEWARDSHIP: Minimizing costs of fundraising while maximizing clients’ returns;
  • SUSTAINABILITY: Cultivating long-term impact by building systems (not implementing projects) that teach clients to nurture relationships (not pursue transactions).

WHAT WE DO

Our primary offering involves outsourced institutional donor development, which is different than contract grantwriting. The latter is short-term and project-based; our model has a long-term focus and is relationship-based.

Step 1: Cultivation

  • Develop strong pipeline of donors to cultivate;
  • Craft a customized approach for each prospect, including identifying their trustees for possible cultivation;
  • Partner with staff to implement this plan.

Step 2: Solicitation

  • Produce a high volume of customized proposals;
  • Complement this with LOIs (Letters of Inquiry) to prospects that do not accept unsolicited applications;
  • Coordinate regular updates to pending proposals.

Step 3: Stewardship

  • Coordinate multiple reports for all grants awarded;
  • Update all prior and current funders on status of organization;
  • Coach nonprofit staff on ongoing cultivation, including how to build long-term relationships with funders.



HOW IT WORKS

We offer a cost-effective alternative to hiring a full-time grantwriter. Our goal is to provide on-going support for your long-term institutional donor development efforts.

Our Team Approach

You will be supported by at least five members of our team:

  • President, who guides the overall strategy of your institutional donor development efforts and provides ongoing support to the team;
  • CEO, who leads your prospecting and template creation while guiding the team through fulfillment of your contract;
  • Partnership Manager, who coordinates all deliverables, deadlines, and projects for your account;
  • Lead Writer, who develops the proposal templates as well as your custom proposals, reports, and more;
  • Administrative Assistant, who supports the donor research and project fulfillment related to your account.

How We Are Paid

We are paid on a retainer basis and offer discounts for longer term contracts.

We do not accept commissions or any form of payment that is related to a percentage of funds raised, including performance-based bonuses (a practice that has been deemed as unethical by the Association of Fundraising Professionals).

WHY IT WORKS

“Foundations are people.” Raising money from institutional donors involves far more than simply submitting a generic template proposal and crossing your fingers. Our process has been proven to work by focusing on meeting the unique needs of private foundation’s staff and trustees.

NOTE: We also support efforts to raise funding from major donors that would benefit from being treated more like a foundation — i.e. established families that give personally instead of through a foundation, but who donate strategically to achieve a desired impact on society.

The Facts about Foundations

  • Fewer than 3% of foundation’s have a staff member.
  • For every $1 that a foundation donates, it typically receives $10 in requests.
  • The average grant from a foundation is $40k. However … the MEDIAN grant is only $6,500!
  • Discretionary donations — those swayed by proposals — often represent less than 50% of a foundation’s annual giving; many have pre-determined beneficiaries or tend to support the same charities year after year.
  • Many foundations refuse to accept unsolicited proposals. Without a relationship, your request falls on deaf ears.
  • Foundation leaders are rarely influenced by emotionalism and success stories. While they are often passionate champions of charity, they strongly prefer to make decisions informed by meaningful and measurable data that is transparent and consistent. This data should draw a clear connection between their foundation’s gifts and a grantee’s measurable impact on society.
  • Most importantly, this impact needs to align with the vision of a foundation’s founders. The board does not simply want to support “good work”; they want to drive change — perhaps even broad, systemic change — in a handful of key metrics.


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