Philanthropic Advising Services
Prospective Client Inquiry Form
Are you interested in engaging with our team? Start by completing this form so that we can learn more about you and the services you are most interested in. Someone from our team will connect with you within 3-5 business days
.
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First Name
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She/Her
He/Him
They/Them
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Date
Organization Information
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Organization State
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Organization Size
1-10
11-25
26-50
51-75
76-100
100+
No paid staff
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Organizational Equity Profile
Share a little about your organization's past and current work, as it pertains to racial equity. All information shared is confidential and will only be used to help us tailor our services to your needs.
Do you have a dedicated equity-focused role and/or team within your organization?
Yes
No
Where is your organization on its racial equity journey?
We're just starting out.
We've done some work, but need help furthering our efforts.
We've done a significant amount of work and want to take it to the next level.
What has the adoption of your efforts been like?
What difficulties have you encountered?
How is your organization looking to change/expand on the work you've done?
What are the current priorities of the organization and team?
What difficulties have you encountered?
We view
readiness to implement racial equity initiatives
as a critical element of beginning a partnership with us. This includes a
commitment to racial equity
,
resources to act on that commitment
, and
stakeholder buy-in.
Keeping that definition in mind, with 5 being "extremely ready" and 1 being "not at all ready" how would you rate:
1
2
3
4
5
The Board
5
4
3
2
1
The Senior Leadership
The Staff
Is there any other information you need us to know?
Service Details
Which service(s) are you interested in? Select all that apply.
Introduction to Racial Equity Workshop
Racial Equity: Going Deeper Workshop
Technical Assistance
Speaking Engagement
Organizational Equity Assessment
Racial Equity: Going Deeper Workshops build off the knowledge and skills gained from the 101 Workshop. Technical Assistance is on-site and/or virtual coaching focused on implementing racial equity strategies.
x
Who is the target audience? S
elect all that apply.
Board
Donors
Administrative Staff
Program Staff
Other
What is your preferred method of workshop delivery?
In-Person
Virtual
Unsure
Has your organization dedicated a budget for equity work?
Yes
No
What budget have you set aside for this initiative?
How soon are you expecting to formally engage in a partnership?
How long do you anticipate this partnership to last?
One-time event
Long-term
Unsure
How did you hear about us?
Please select...
ABFE Website
Colleague
Participant in Membership Racial Equity Training
Returning Client
Social Media
Word of Mouth
Other
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