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Institutional Fundraising Consulting

Building sustainable
funding foundations
for mission-driven work.

I partner with nonprofits to secure grants, navigate compliance, and build lasting funder relationships. From prospect research through closeout and renewal, I'm with you at every stage.

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Poppy Philanthropy Studio

Your funding partner.

120+
Grants Managed
10 Years
Experience
Multi-Million
Dollar Portfolio

Full-lifecycle institutional fundraising

From identifying the right funders to managing compliance and building long-term partnerships, I bring strategy to every stage of the funding lifecycle.

01

Strategy & Planning

Funding landscape analysis, prospect research, pipeline development, grants calendar, competitive intelligence, and strategic revenue planning.

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02

Grant Writing & Proposals

LOIs, foundation proposals, government applications, corporate sponsorships, budget development, proposal coordination, and template library creation.

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03

Grant Management & Compliance

Post-award setup, grant reporting, compliance monitoring, modifications, agreement review, audit preparation, closeout, and full lifecycle management.

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04

Funder Cultivation & Relationships

Cultivation strategy, funder meeting preparation, board engagement, relationship management, moves management, corporate partnerships, and MOU development.

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05

Stewardship & Communications

Stewardship planning, donor acknowledgment, impact reports, newsletters, appeal letters, case statements, annual reports, and site visit coordination.

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06

Capacity Building & Infrastructure

Grant readiness assessments, case for support, board development, grants management systems, staff training, knowledge transfer, and CRM support.

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Boutique institutional fundraising for the nonprofits building stronger communities.

We partner with small and mid-size organizations to bring equitable access to the funding strategies, funder relationships, and grant infrastructure that every mission deserves.

Community HealthBehavioral HealthReproductive HealthAffordable HousingHomelessness PreventionWorkforce DevelopmentReentry & Justice ReformYouth & Children's ServicesEducationWomen's ServicesCivic Engagement & AdvocacyArts & CultureAnimal Welfare & AdvocacyFinancial Literacy & EmpowermentCommunity DevelopmentLGBTQ+WellnessTech EquityHumanitarianGlobal Causes

Your path to sustainable funding

A clear, structured process from first conversation to long-term partnership.

1

Discovery Conversation

We discuss your organizational context, funding history, current capacity, and goals. Complimentary, no obligation.

2

Readiness Assessment

You complete our assessment so we can understand your programs, demographics, data, and infrastructure.

3

Proposal & Scope

You receive a tailored proposal outlining scope, deliverables, timeline, and investment based on your needs.

4

Partnership

We formalize the engagement and begin building your funding foundation together with clear communication at every stage.

What People Are Saying

"Charlette doesn't stop until she finds the funding. I've seen her go the distance for programs that serve communities others overlook. If your organization is serious about funding its mission, Charlette will find a way to make it happen."

Malik M., M.Ed.

Youth Education Leader

"Charlette has a rare ability to build funder relationships that don't just open doors once. They keep opening them. What sets her apart is her instinct for identifying new funding streams for emerging programs, even when the path isn't obvious."

Ayana C., MPA

Workforce Program/Financial Analyst | Former Nonprofit Program Director

Personalized Grant Prospecting

The Funder
Fast Track

Stop spending weeks searching for funders. Get a curated list of qualified foundation, corporate, and government prospects matched to your organization's mission, programs, and geography.

Researched by a grants professional with almost a decade of institutional fundraising experience and delivered to your inbox in 5 to 7 business days.
Starter
10 Prospects
$100
  • Customized funder research
  • Funder profiles with giving priorities
  • Application deadlines and details
  • Fit assessment for each prospect
Most Popular
Standard
20 Prospects
$195
  • Everything in Starter
  • Organized by funder type
  • Prioritization recommendations
  • Award range and eligibility details
Comprehensive
Unlimited Prospects
$265
  • Everything in Standard
  • Full funding landscape analysis
  • All programs and priority areas
  • Complete organizational scope
Your personalized roadmap to institutional funding.
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From the Blog

Insights on institutional fundraising and grant strategy

Real-world perspectives drawn from nearly a decade of managing multi-million dollar portfolios across government, foundation, and corporate funders. From navigating compliance challenges to building funder relationships that last, these are lessons from the field.

Grant Strategy Funder Relationships Compliance Nonprofit Leadership
Read on Medium

Featured Topic

Why your post-award process is your most powerful funder retention tool

Strategy

Building a grants pipeline that survives staff transitions

Compliance

What funders actually look for in your reporting

Institutional Fundraising Assessments

Where does your organization stand?

Evaluate your grant readiness, compliance infrastructure, funder relationships, and organizational capacity with our self-guided assessments.

Getting Started

Grant Readiness

Evaluate whether your organization has the infrastructure to pursue and manage institutional funding.

Winning Grants

Proposal Quality

Assess whether your proposals reflect what funders actually look for in competitive applications.

Growing & Scaling

Funder Relationships

Evaluate whether you are cultivating strategic funder partnerships or operating transactionally.

Explore Assessments

Digital Tools

Professional-grade tools for nonprofit teams

Templates, trackers, and guides built from real institutional fundraising experience. Starting at $29.

Shop Digital Tools
Grant Tracker Dashboard
Grant Tracker Tabs

Ready to build your funding foundation?

Let's start with a conversation about your organization's goals, current capacity, and funding aspirations.

Schedule a Discovery Call

Email

hello@poppyphilanthropy.com

Location

San Francisco Bay Area, California

Serving clients nationwide

Discovery Calls

Complimentary, no obligation

Let's talk about your organization's goals and funding aspirations.