Consultation | Canty Consulting

Section 1: Organization Information

Organization Name:

Website (if applicable):

Year Founded:

Legal Status (check one):

501(c)(3)

Fiscal Sponsor

In Formation

Other

State of Incorporation:

Section 2: Primary Contact

First name

Last name

Title/Role:

Email Address:

Phone Number:

Best Method of Contact:

Email

Phone

Zoom

Section 3. Organizational Snapshot

Current Annual Operating Budget (approximate):

Under $100,000

$100,000 - $250,000

$250,000 - $500,000

Over $500,000

Board Positions (Check all that apply.)

Frequency of Board Meetings

Board Term Rotation Status

Are the board rotation terms staggered for continuity?

Yes

No

Unsure

Section 4: Programs & Impact

Briefly describe your mission and core programs. (Limit to 2-3 sentences):

Who are the intended recipients of your services?

Geographic focus

Section 5: Governance & Infrastructure

Please indicate which items you currently have in place:

If any of the above are missing or need strengthening, please explain briefly:

Section 6: Funding & Grant Readiness

Largest grant received to date (if any):

Are you planning to apply for foundation or government funding in the next 6 - 12 months?

Yes

No

Unsure

Section 7: Reason for Inquiry

What prompted you to seek support at this time?

What type of support are you seeking? (check all that apply)

What would success look like 6-12 months from now?

Section 8: Engagement Readiness

Have you worked with a consultant before?

Yes

No

If yes, were your expectations met?

Yes

No

Are you prepared to invest in capacity-building services to strengthen your organization?

Yes

Possibly

Not at this time

(Note: Canty Consulting provides structured, fee-based engagements focused on sustainability and funder readiness.)

Section 9. Additional Information

Is there anything else you would like us to know before an initial consultation?

Schedule a Consultation