Consultations

Our consulting services address your United Way’s most critical challenges and opportunities. From campaign materials to direct mail campaigns, from social media to website content, or from RFPs to the allocation process, our consultations will solve your challenges and maximize your opportunities.

Here are just a few of the many challenges and opportunities we have helped United Ways address:

  • How best to reach retirees who recently left the workplace

  • Responding to partner agencies that attacked United Way due to funding changes

  • How to get more people to attend special fundraising events

  • Starting an affinity group without a lot of staff time and involvement

  • How to structure a website most effectively to attract donors

  • Writing a grant application to a local foundation for impacting poverty

Next Steps

We have a consultation plan for everyone. Contact us for more information about our consultation services.

Here’s what our clients have to say about working with us:

Testimonials

“Thank you for a great day of thought-provoking conversation! I know I conveyed to you that I had high expectations for the day, and y’all exceeded them!”

- George McCanless, President & CEO of United Way of Central Georgia

"The process they use is so efficient that our board members were blown away by what we've been able to accomplish in a short amount of time. It's well worth the money to bring in the experts. Had I known about Perspectives before, I would have started this process sooner."

- Shane Orr, Executive Director of United Way of Muscatine

"We are thrilled with the ‘single issue’ focus on financial stability; we got there with help from Perspectives, a great consulting firm. They not only led our board through the entire strategic planning process, but their ongoing technical assistance has been extremely helpful with all our efforts." 

- Ken Toll, President/CEO of United Way of Jackson County

"You were so right! Focusing on the issue of early childhood education has resulted in raising more money from grants and campaigns, attracting new donors, and reduced designations. Now everyone knows what our United Way does in the community." 

- Julie Capaldi, President of United Way of Pickens County

"We know of no other consulting group with the breadth of knowledge and experience that Perspectives has in working with local United Ways."

- Bill Jackson, President & CPO of United Way of Erie County (retired)

"For years, our United Way wanted to move to an issue focus but struggled with how to get there as a one-person shop. The GIFT program was exactly what we needed – step-by-step instructions, samples, and ready guidance from the Perspectives team. We are now an issue-focused United Way with a solid strategic plan, and I absolutely would not have been able to manage this on my own. Perspectives’ GIFT program changed the trajectory of our work!"

- Julie Mallard, Executive Director of United Way of Delta County