
Solutions for Grantseekers & Grantmakers

For Nonprofits
For Funders
Services include:
Grant research
Applications
Reporting
Compliance
Sponsorship requests
Audience surveys
Funder-facing tools

For Funders
For Funders
Services include:
Grant program setup
Application frameworks
Compliance guidelines
Review tools
Reimbursement forms
Reporting templates
Grantee training
Why Clio Content
End-to-end grant expertise
Unique expertise on both sides of the funding relationship — as a grant seeker securing funds and as a funder managing disbursements, supporting grantees, and ensuring compliance. A perspective most consultants simply don't have.
Nonprofit insider
Over a decade working inside mission-driven organizations — managing grants, ensuring compliance, and supporting both funded organizations and the communities they serve. Not just advising from the outside.
Ready-to-use tools
Strategy plus the custom templates, forms, and systems your team needs to manage grants with confidence. Built around how your organization actually works — because good advice is only as valuable as the tools that support it.
$1M+
grant portfolio managed as a nonprofit Grants Manager
$7M+
in grants managed from the funder side
60+
organizations supported as part of a local Arts Agency
10+
years across nonprofit and funder work
How It Works
Step 1: Free 30-minute discovery call
We discuss your funding goals, current grant systems, deadlines, and internal capacity.
Step 2: Custom recommendation
You receive a recommended service path based on your needs, timeline, and readiness.
Step 3: Proposal and pricing
After the call, I send tailored proposal with pricing and clear deliverables.
Step 4: Work begins
We move forward with research, writing, templates, compliance tools, or grant program support.

Ready to take your funding strategy to the next level?
GET IN TOUCH!
415-748-7684


