Tap into the power of philanthropy
Individuals today may be giving differently than in the past, but philanthropy is alive and well. According to Giving USA, Americans gave over $840 billion to charity in 2021. Opportunities abound for nonprofit organizations when they are able to build new revenue streams.
Let Wipfli help you tap into the power of philanthropy. Our advisors provide the knowledge, guidance and experience you need to reach your philanthropic goals and diversify your revenue streams.
Who we serve, and how
At Wipfli, we understand the challenges and missions of all nonprofits, from associations to educational institutions to federally funded human services agencies. When it comes to helping organizations diversify their revenue streams through increased private donations, Wipfli stands out. Our nonprofit team understands regulatory compliance needs and brings to the table not only strong philanthropic advisory capabilities but also more than 30 years of experience serving head start, community action and other similar organizations.
As your philanthropic advisor, we can provide a range of services:
- Development office assessments: For emerging philanthropic programs, Wipfli’s readiness assessment analyzes your goals, assesses existing infrastructure, and identifies further needs and resources to launch or grow your program. For existing programs, our assessment audits the program and helps you determine how to take it to the next level.
- Philanthropic development roadmapping: Our extensive experience in crafting development plans helps you create a roadmap outlining the resources, people and activities you need over a multi-year period to achieve your philanthropic goals.
- Campaign planning: Let Wipfli help you develop your capital, annual or endowment campaign’s case for support, as well as its feasibility. We have experience performing feasibility studies to help you further determine your readiness to launch the campaign.
With Wipfli, you can inspire the creativity, innovation and culture necessary to bring your philanthropy program to lift off — or to the next level. Contact us to set up a 30-minute conversation about your philanthropic advisory needs.
Featured Thought Leader
Kathleen DuBois, M.A., CFRE
Kathleen DuBois is the incoming industry leader of Wipfli’s nonprofit and government practice, serving clients nationally and internationally. Her role entails leading the vision, strategy, operations and resources of the overall practice. During her career, Kathleen has partnered with executives, boards, government officials and staff to guide strategic plans, establish financials, mobilize teams, launch marketing efforts and manage complex projects.
Jeffrey M. Prottas, MBA, CFRE
Jeffrey M. Prottas is an experienced organizational performance and strategic planning consultant, trainer and leader focused on helping position Wipfli clients for financial, operational, and programmatic success. He has 30 years of experience facilitating change to support organizational growth objectives through the identification, development and training of organizational leadership, implementation of innovative strategies, processes, and technologies, and leveraging increased engagement to exceed expectations.
Kate Atkins, MS
Kate's focus within the nonprofit and government practice is on aligning nonprofits across the nation with products, services, and professionals to help them achieve their mission. She also shares her background in fundraising, membership, community partnerships, and strategic philanthropy to help clients achieve their philanthropic goals.