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Resources & Insights

Tools and frameworks you can put to work today.

The frameworks and tools we use with clients, built to be simple, actionable, and immediately useful for advancing both impact and financial sustainability.

Toolkits & frameworks

Download and put them to work.

Toolkit

The Earned Revenue Toolkit

A practical set of modeling, pricing, and earned-revenue tactics for building mission-aligned income that lasts.
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Toolkit

The Pricing Toolkit

How to price and package your offerings with confidence, grounded in real demand and true cost.
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Framework

Strategic Levers

An actionable set of strategic levers leaders are using to drive impact and unlock financial stability in challenging times.
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Tool

Pricing Map Tool

A working spreadsheet to map your offerings, costs, and pricing across your portfolio, so you can price for sustainability and access.
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Tool

Sales System Builder

Turn scattered interest into a steady pipeline of signed partnerships, with one owned system so qualified leads keep moving.
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Template

Offering Model Whiteboard

A “lean canvas” style template to lay out the business model for a new earned-revenue offering before you build it.
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Tool

Earned Revenue Diagnostic

A 5-minute quiz to evaluate your current earned-revenue strategy and get tailored recommendations for tools and next steps.
Take the diagnostic →
Tool

20+ Earned Revenue Strategies

A curated database of mission-aligned revenue strategies, with pros, cons, and strategic fit, to spark new revenue streams.
Explore the strategies →
Tool

Pricing Benchmark Data

Benchmark pricing data for common services, coaching, licensing, virtual cohorts, software, drawn from dozens of organizations.
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Guide

14 Pricing Strategies

Fourteen proven pricing strategies, with examples, to help you choose what fits your goals, community, and offerings.
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Template

Financial Model

A spreadsheet to lay out your projected expenses, revenue, and growth trajectory and gauge long-term sustainability.
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Template

Readiness Criteria Rubric

A rubric to help you and your team decide whether you’re ready to pilot and launch an earned-revenue strategy.
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Template

Financial Sustainability Vision Template

A template to draft your financial sustainability vision and get your team aligned around it.
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Template

Financial Shifts Presentation

A slide deck to share the 11 financial-sustainability shifts with your team and locate where you stand.
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Our framework

The NorthStar Strategy Cascade

The connected set of choices that guides our strategic planning work, from the external context your organization is navigating, down through your North Star to the culture and systems that carry the strategy out. See the full Cascade on our Strategic Planning page →

Insights

Notes from the field.

Perspectives on strategy, financial sustainability, and what we’re learning across the social sector.

Strategy

The 10 moves nonprofit leaders are making to navigate this moment

Funding is shifting, federal policy keeps changing under your feet, and boards and funders want more proof of impact than ever, all while your team is stretched thin.
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Financial Sustainability

Earned revenue is not a financial sustainability strategy

It is one lever, and often a good one. But treating earned revenue as the answer to financial fragility is how organizations end up busier, not stronger. Here is how to think about it inside the bigger picture.
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Financial Sustainability

What financial sustainability actually means for a nonprofit

It is not about being rich, and it is not about any single revenue source. Here is a definition you can actually build toward, and the five signs you are getting there.
Read →
Work with us

Want help putting these to work?

Book a free 30-minute conversation and we’ll help you find the clearest next step.

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