Trusted Advisor Program: Close the Gap Between Where Your Nonprofit Is Now and Your Vision 

Advising Program for Nonprofit Execs

Karen’s Advising Program offers a six-month experience focused on partnering with nonprofit CEOS to help them move their nonprofits toward the vision they have for it,  by addressing specific challenges.

Your fee provides one individual with access to Karen by email, telephone, fax, and snail-mail. Participants may decide to call daily, weekly, or monthly. Or, as mutually convenient, Karen meets one-on-one as well. Participants choose the method and frequency.

Karen responds to telephone within 48 hours and email within 72 hours or less.

Karen’s program allowed me to access her expertise and create custom tools to solve my biggest challenge. She helped me slow down and focus to achieve more.

The outcome? Among other accomplishments, I increased my key result by 87 percent over last year.

Michelle Cyr
AARP Florida

Karen Eber Davis presenting

How Does Karen’s Advising Program Work?

At the beginning of this six-month program, you and Karen will reach a joint decision about whether this program will help you. If we agree, then you will be asked to provide appropriate background information that Karen will examine. You might, for example, elect to enhance your board’s dynamics, elevate your senior leadership team, or undertake a significant strategy upgrade, etc. Together, with this in hand, we set specific goals for our time. This program is to help you meet your professional and personal goals. It’s so powerful many folks sign up more than one-time.

What Are Some Examples of Projects People Tackled?

Examples of advising results:

  • Streamlining a $100,000 sponsorship program that was taking more and more time every year
  • Engaging a board to growing donated income by 25 percent
  • Successful strategic plan roll-out
  • Instituting regular long-term, CEO big picture strategic thinking
  • Mastering the transition from sitting in a staff seat to the CEO seat

Karen’s advice has been extremely valuable. Our conversations always led to practical, applicable recommendations thanks to her gift of immediately generating great ideas. Working with Karen boosted my confidence and helped me think outside the box when approaching issues. Most importantly, our organization’s revenues increased by 84 percent over the same time last year.

Barbara Richards
Project 180

How Can Advising Support Your Goals?

Karen’s guidance helps streamline operations, boost support, and balance life:

Key Benefits

  • Accountable growth
  • Operational efficiency
  • Increased support
  • Predict behaviors for better outcomes
  • Increase your nonprofit more appeal to all including major gift donors
  • Grow staff’s capacity and alignment
  • Improve board governance, reduce micromanaging
  • More long-term planning over crisis management
  • A confidential expert for best option planning

Karen uncovers best practices and delivers actionable advice for immediate benefits. You get a trusted advisor to craft solutions tailored to your needs.

Karen Eber Davis Presenting

Working with Karen exceeded my expectations. Learning want I need to learn was hard and a cumulative process. Some of it I had to do over three times to get it. Karen’s personnel manner, positive attitude, and relationship skills are excellent. We built trust and it allowed me to be vulnerable and lean on her.

The Rev. Dana Horrell
Executive Director
Faithful Citizen

I Have a Long List of Projects Will the Advising Program Work for Me?

Probably. For example, during one round, a nonprofit exec accomplished the following. His goal was to help his start implementation of his new strategic plan. During his experience, he:

  • Planned out steps for ten goals
  • Prioritized three to put on the front burner
  • Direct his staff to take initial steps on the remaining seven and
  • Improved his board relationships by 85 percent.

So, yes, you don’t need just to have one goal. Karen will help you with whatever you bring to the table or what comes up during your experience.

I just wanted to THANK YOU so much for your advise, guidance and coaching during these past few months. I definitely feel more confident in my position leading a team and product launches.
Kimberly DiVito
Creative Pinellas

What is the Fee?

With Karen’s help, you can get what lies ahead of you into practical, actionable steps. The fee is $7,500, payable in full when you begin the process — paying upfront guarantees that you have Karen’s full attention and time. Although the cost is nonrefundable, you may wish to “halt the calendar” once during the session until you are ready to begin again. To serve you well, Karen limits the number of people whom she advises at any one time.

What Value Can I Expect from the Program?

Most participants request weekly meetings, receive multiple reviews of drafts, resources from Karen’s treasure chest, and tips on emerging issues. The value you obtain is up to you, but the market value easily exceeds 300 percent and often much more–as you can see by the testimonials.

Does Karen Offer Discounts?

Many people continue beyond one session. If you re-enroll, you receive a $500 fee reduction.

I Have More Questions.

Great. Call 941-924-4860, email today, or set a time to talk with Karen. Use this link.

I Am Ready to Go. Sign Me Up!

Follow this link, to sign-up for the advising program, today.

The best part of working with you as an advisor was using you as a Lifeline—like in Who Wants to be Millionaire. I got a lot of helpful, reliable, constructive, and objective feedback. It was a huge confidence assist. It saved me lots of time and sometimes sanity. We covered a lot of ground.

Jedediah Shoemaker
Sarasota Film Festival

If you have development staff and need someone to give you feedback and advice on how to enhance your work, call Karen because that’s what she did for us.

Kathleen M. Tunney, MS
President and Executive Director
Associates for Human Services, Inc.

Karen’s advice guided me to reduce a large-scale and overwhelming project to educate the Pinellas County hospitality industry into bite-size actions. As I worked, the accountability she provided, and her expertise were invaluable. With her direction, I created a fun and useful end-user experience to help visitors to the area discover Pinellas County’s arts and culture.
Leigh K. Davis
Creative Pinellas

Working with Karen helps me to stay focused on our priorities. Beginning an annual giving society was high on my to-do list. Karen quickly helped me hone in on our options and get the program underway. We’ve quickly closed multi-year commitments.

Stacey Y. Reynolds-Carruth
Early Learning Coalition of Orange County

Let’s Close the Gap Between You & Your Vision