Case Studies

  • Development and management – education organization

    Canter Strategies was retained by a young education nonprofit to create a multi-year development plan and help with initial execution. Starting with an assessment of the client’s existing fundraising and connections, Canter Strategies surfaced strong untapped opportunities. Combining those opportunities with external prospect research, Canter Strategies built a comprehensive plan that included: annual appeal and individual outreach strategies; cultivation and communications recommendations; major giving plan and customized cultivation plans; identification of grant prospects with approach strategies; special event evaluation and recommendations; and sponsorship structure.

    Canter Strategies assisted the client in executing its annual appeal, outreach communications and grant proposal strategies. Canter Strategies also supported the organization’s search for a new Executive Director and provided counsel on financial management, insurance, Board relations and more.

  • Interim leadership – community health center

    Canter Strategies was retained by a 13-site community health center to serve as Interim Director of Government Grants and Foundation Relations during a staff transition. Over six months, Edie Canter led a team of four staff members, managed an ambitious grant program, added value with professional development of staff, established new written procedures for reporting and site visits, and spearheaded a “story bank” for cultivation and fundraising use. During her tenure, Edie also actively supported the organization in its search for a permanent Director of Government Grants and Foundation Relations.

  • Grants program – social service agency

    Canter Strategies was hired by a social service agency to identify new foundation prospects and prepare effective proposals. Through extensive prospect research, Canter Strategies identified over 40 strong-to-good foundation prospects, worked with agency leadership to prioritize prospects, created customized strategies, and crafted well-written proposals. Canter Strategies also helped the organization develop strategizes around a funding competition, reviewed and evaluated new funding opportunities, and crafted an individual giving appeal.