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Nonprofit leaders working through a strategy session
Fulcrum Impact — Navigating change. Creating impact.

Business

Nonprofit consulting

Fulcrum Impact partners with nonprofit boards and executive teams to sharpen strategy, diversify revenue, and build the operating systems that let mission work last. Practical, hands-on engagements — not a binder on a shelf.

Strategy and board development

We help leadership teams name the change they exist to create, then align programs, budget, and governance behind it. Engagements typically start with a short diagnostic and end with a plan the board can actually steward.

  • Theory of change and three-year strategic plan
  • Board recruitment, roles, and governance calendar
  • Executive-director support and succession planning

Fundraising and earned revenue

Most nonprofits are one grant cycle away from a crisis. We build a revenue mix that blends philanthropy with earned income so programs are funded by design rather than by luck.

  • Case for support and major-gift narrative
  • Grant strategy, calendar, and reporting systems
  • Social enterprise and earned-revenue modeling

Program design and evaluation

We design programs around measurable outcomes and build evaluation that funders trust — logic models, data collection you can sustain, and reporting that tells the truth about what is working.

  • Logic models and outcome frameworks
  • Lightweight data collection and dashboards
  • Annual impact reporting for funders and community

Operations, finance, and compliance

Back-office clarity is mission capacity. We tighten budgets, financial controls, and compliance calendars, and can pair consulting with our fiscal sponsorship and nonprofit banking services when you need infrastructure fast.

  • Budgeting, cash-flow planning, and reserve policy
  • Financial controls, audit readiness, and filings
  • Fiscal sponsorship and back-office support

How engagements work

Start with a brief consultation, then choose a scope: a focused 30-day assessment, a 90-day build, or ongoing advisory retained by the month. Nonprofits with budgets under $500K qualify for subsidized rates supported by our fund.

Our Staff

Who you will work with

  • Isabelle Bart, Managing Director

    Isabelle Bart

    Managing Director

    Nonprofit Coaching & Consulting Committee

    Isabelle Bart is a startup and innovation advisor, international business expert and public speaker who helps founders and innovation-driven organizations turn bold ideas into ventures that last. She is the founder of Impact Innovator, a strategic advisory and fractional-executive practice that has supported more than 150 startups through commercialization, go-to-market execution, fundraising readiness and growth, and she serves as Managing Director for the Academies for Social Entrepreneurship. Isabelle is an Entrepreneur in Residence with UC Riverside's EPIC innovation and entrepreneurship programs, a mentor and curriculum development lead with Braid Theory at the Port of Los Angeles, and a lead regional instructor for the National Science Foundation's I-Corps program at UC Irvine; she also teaches at entrepreneurship centers including Cal State Long Beach, Chapman University and Westcliff University

  • Mike Zaldivar, Partner (Analysis & Underwriting)

    Mike Zaldivar

    Partner (Analysis & Underwriting)

    Nonprofit Coaching & Consulting Committee

    Mike Zaldivar leads Brightwork Capital's underwriting, financial analysis, and deal structuring. With an engineering degree, an MBA from NYU, Fortune 500 leadership experience, and over 70 successful real estate projects backed by more than $4.5 million in private capital raised, he brings a disciplined, focused approach to multifamily investing. His work centers on finding opportunities and underwriting them with discipline — pairing rigorous financial modeling with the operating judgment he built across corporate leadership roles before moving into real estate investing full time

  • Michael Wedaa, Secretary

    Michael Wedaa

    Secretary

    Michael Wedaa is a seasoned business consultant and incorporation specialist with over 25 years of experience in entrepreneurship. As the founder of Augmentus Business Solutions, Michael has owned, operated, and sold numerous businesses, advising thousands of small business owners on process optimization, corporate structure, and long-term growth strategies. During the 2008 recession, cities across Southern California hired Michael’s firm to advise businesses within their borders on overcoming the challenges of the “Great Recession.” A respected speaker and author of the best-selling books Corporation and LLC Secrets and Business Rogue, Michael shares insights on incorporation, asset protection, and business tax strategies. He also lectures on business structures at UCLA, empowering aspiring entrepreneurs with essential knowledge for sustainable success. Michael is an avid traveler and has visited more than 100 countries

Book a consultation with Mike Zaldivar

Bring a budget, a pro forma, or a deal you are weighing. Mike leads analysis and underwriting for our consulting practice and will walk through assumptions, risks, and downside before you commit capital or staff time.

Request a consultation

Choose an open 45-minute slot on Mike Zaldivar’s calendar, tell him what you want reviewed, and note which documents you can send ahead.

Available times

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Documents you can send ahead

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