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Zimmerman Lehman
Services
Zimmerman
Lehman
has served the nonprofit community since 1988, offering a broad
range of services to help nonprofit organizations maximize their
financial, board, volunteer and staff resources. The energetic approach
of Zimmerman Lehman's consulting team is appropriate for
all types of agencies, from large to grassroots organizations, regardless
of the area of focus. We'll show you that fundraising can be exciting,
empowering and fun. Our array of specialized services also includes
executive and board coaching, planning and facilitation, and recruitment,
all of which build the foundation for a healthy nonprofit.
Zimmerman
Lehman acts as a catalyst for organizations. We motivate staff,
board members and other volunteers, teaching them the art and science
of fundraising, while offering timely, expert assistance to ensure
successful fundraising campaigns, putting particular emphasis on
overcoming the fear of asking for contributions. The end product
will be a sturdy and prosperous agency.
Zimmerman
Lehman
can craft your nonprofit into a well-wrought organization through
our expertise in:
HOW
YOU BENEFIT FROM OUR SERVICES
Highly
skilled and professional members of our team will help your agency
combine all the right elements into the desired form for your organization.
You'll see results:
- A
diverse and dependable funding base
- An
active and knowledgeable board of directors that can and will
raise funds
- Trained
and motivated volunteers
- Top-quality,
capable staff
- Expert
support and assistance
- The
ability to communicate clearly about the organization
- A
rejuvenated organization with tools for planning strategically
Zimmerman
Lehman has provided valuable services to numerous and diverse organizations.
See our Representative Client List.
Fundraising
Zimmerman
Lehman guarantees successful fundraising by imparting a systematic
approach. We offer techniques to package your organization in such
a way that donors can't help but be proud to invest in your nonprofit.
Our methods will rejuvenate your organization and give it the inside
track in the battle to secure funding.
A strong
organization is supported by the funding necessary to meet its goals
and objectives. We take the mystery out of successful fundraising
by offering a systematic approach that guarantees nonprofits the
inside track in the battle to secure funding. We work with boards
of directors to help them overcome fears about fundraising and ensure
their active participation.
With
Zimmerman Lehman's fundraising assistance, your agency will
- Develop
tailored fundraising plans and strategies
- Build
a secure individual donor base
- Train
board members and volunteers to fundraise enthusiastically
- Develop
staff and volunteers with the necessary skills and confidence
- Establish
long-term funding options
- Write
persuasive development-related materials and solicitations
- Research
appropriate funding sources
- Organize
special events with a fresh approach, emphasizing profit and creativity
- Develop
effective marketing and media strategies
We
handle all phases of fundraising, including but not limited to:
Board and Staff Training
and Development
Effective
training for the board of directors and staff keeps an organization
on the leading edge of quality service. Our unique approach trains
boards of directors, staff and volunteers to solicit funds enthusiastically,
effectively, and without fear. We combine our passion and can-do
attitude with practical and straightforward methods. Zimmerman Lehman's
interactive sessions draw on our combined experience working in
the nonprofit sector variously as staff, executive directors, board
members and consultants. Our insightful facilitation skills are
joined with proven adult learning techniques. Professional materials
tailored to your organization's specific needs are included with
each training. Zimmerman Lehman has trained thousands of individuals
in the art and science of fundraising and board development. A sampling
of our most popular workshops include:
Visit
our Workshops and
Trainings page for descriptions of upcoming and frequently conducted
Zimmerman Lehman workshops and trainings.
Board
Recruitment
Zimmerman
Lehman assists organizations in developing strategic recruitment
plans. In doing so, we provide advice in assembling boards of directors
that will provide financial, administrative, and programmatic leadership
for their organizations. We can help with board recruitment by:
- Planning
a recruitment strategy and create a board profile grid
- Developing
materials- including job descriptions, orientation packages, etc.
- Coaching
the board of directors through recruitment efforts
This
will guarantee that your organization takes an organized rather
than episodic approach to recruitment, ensuring that you have all
the necessary skills and diversity on your board to be truly effective.
Executive Search
Recruiting
high-quality executive and management staff can be a complex and
time- consuming process. On-target hiring decisions will reduce
staff turnover, thus lowering hiring costs and increasing productivity.
Zimmerman Lehman works with staff and board members to hire top
executive directors, development directors, and management staff.
We can help you:
- Determine
what skills and attributes you require in the position
- Locate
top-quality candidates
- Draft
and distribute job descriptions and advertisements
- Review
resumes and references
- Assist
with the interview process
- Perform
preliminary interview screening
- Check
references
Executive
and Board Coaching
Zimmerman
Lehman offers effective, friendly coaching for your staff and board.
Leadership positions are always demanding and often isolating. We
can help to break down barriers and invigorate your organization.
As coaches we act as:
- Consultants-
we come with vast experience in the nonprofit realm
-
Mentors- we help clients, be they board members, executive directors
or development directors acquire valuable skills and to solve
vexing problems. We act as guides, asking questions to help clients
clarify goals and develop plans of action.
- Supporters-
we offer a helping hand and a sympathetic ear. We provide coaching
on a regular basis or as needed, in half-hour phone conversations
or in-person sessions. We are also available between meetings
to answer questions by email. Our coaching services are designed
for executive directors, development directors, board presidents,
committee chairs, and others in positions of leadership.
We
provide coaching on a regular basis or as needed, in half-hour phone
conversations or in-person sessions. We are also available between
meetings to answer questions by email. Our coaching services are
designed for executive directors, development directors, board presidents,
committee chairs, and others in positions of leadership.
Strategic
Planning and Facilitation
Creating
a solid organizational vision and plan for the future is an essential
step for molding a successful enterprise. Zimmerman Lehman helps
strengthen organizations by examining their planning needs and identifying
areas that require attention. We will conduct effective strategic
and program planning to ensure a focused mission, stimulating vision,
and strategies to turn your objectives into realities. Our strategic
planning and facilitation services include:
- Developing
and facilitating planning, staff and board retreats
- Assisting
with the development of a strategic planning process
- Creating
missions and vision statements
- Developing
and implementing needs assessments
- Interviewing
stakeholders and conducting focus groups
- Researching
new programs, administrative issues and demographics
- Assisting
in developing goals, objectives and task lists
- Evaluating
the planning process
Our
strategic planning emphasizes the process in addition to
the end product. A strategic planning process in which the
organization participates with enthusiasm will generate a variety
of valuable products culminating in detailed action plans. We can
assist you with a one-day planning retreat or a year-long planning
process, the latter with an extensive needs assessment and research
on future opportunities. These strategic processes can be applied
to planning for the entire organization, for a new program, or for
a one-time fundraising endeavor.
For
a description of a full strategic planning process see our article
on
How To Develop
A Strategic Plan.
Representative
list of Zimmerman Lehman clients
Since
1988, Zimmerman Lehman has had the pleasure of serving many hundreds
of nonprofit organizations from all walks of life. Some clients
work in a small geographical target area and have budgets under
$250,000 per year; others work nationally and boast budgets of $75
million or more. What is true of all of our clients is that they
are doing important work and they need the kinds of fundraising,
training, planning, coaching and executive search services that
will ensure their long-term success. We are proud to be associated
with such a wonderful group of organizations. The following is a
list of selected Zimmerman Lehman clients:
American
Lung Association, Oakland, CA
American Society of Association Executives, Washington, DC
Arts Coucil Silicon Valley, San Jose, CA
Asian American Recovery Services, San Francisco, CA
Association of California Symphony Orchestras, Sacramento, CA
The Barbara Milliff Children's Center, Concord, CA
Bazelon Center for Mental Health Law, San Francisco, CA and Washington,
DC
Business Volunteers for the Arts, San Francisco, CA
Children's Hospital Foundation, Oakland
Coalition for Immigrant and Refugee Rights and Services, San Francisco,
CA
California Wilderness Coalition, Davis, CA
California Youth Connection, San Francisco, CA
The Center for Social Juctice, UC Berkeley Boalt Hall School of
Law, Berkeley, CA
Court Appointed Special Advocates of Cook County, Chicago, IL
Disability Rights Education and Defense Fund, Berkeley, CA
Early Childhood Mental Health Program, Richmond, CA
Earthquake Engineering Research Institute, Oakland, CA
Florida Immigrant Advocacy Center, Miami, FL
Friends of the Cerrito Theater, El Cerrito, CA
Habitat for Humanity International, Denver, CO
Homeless Prenatal Program, San Francisco, CA
The International Fund Raising Workshop, London and Amsterdam
The Judah Magnes Museum, Berkeley, CA
The Lamplighters, San Francisco, CA
Lane Community College Foundation, Eugene, OR
The Legacy Foundation/The Children's Place, Redwood City, CA
Legal Services for Prisoners With Children, San Francisco, CA
Leonardo: The Int'l Society for the Arts, Sciences, and Technology,
San Francisco, CA
Leukemia and Lymphoma Society of America, San Francisco, CA
Marin Community Clinic, Greenbrae, CA
Maurice and Jane Sugar Law Center, Detroit, MI
Mental Health Advocacy Services, Los Angeles, CA
Merola Opera Program, San Francisco, CA
The Mexican Museum, San Francisco, CA
National Court Appointed Special Advocates, Indianapolis, IN
National Guild of Community Schools of the Arts, Englewood NJ
National Immigration Forum, Washington, DC
National Legal Aid and Defender Association, Washington, DC
National Multiple Sclerosis Society, Oakland
National Recycling Coalition, Alexandria, VA
Northern California Cancer Center, Union City, CA
Oakland East Bay Symphony, Oakland, CA
Over Sixty Health Center, Oakland, CA
Patagonia Land Trust, Sausalito, CA
Pennsylvania Legal Services, Harrisburg, PA
Philharmonia Baroque Orchestra, San Francisco, CA
Protection and Advocacy, Sacramento, CA
Public Health Institute, Berkeley, CA
Restoring the Earth, Berkeley, CA
Richmond District Neighborhood Center, San Francisco, CA
Samaritan House, San Mateo, CA
San Francisco Women Artists, San Francisco, CA
San Mateo County Parks and Recreation Foundation, Menlo Park, CA
Step One School, Berkeley, CA
A Traveling Jewish Theatre, San Francisco, CA
Urban Habitat, San Francisco, CA
The Walden School, San Francisco, CA and Dublin, NH
The Women's Alliance, Miami, FL
World Congress on Philanthropy, Alexandria, VA
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