We want you to succeed

...because we believe in the work that you do.

We offer the following services:

  • Executive Coaching
  • Strategic Planning and Fundraising
  • Capacity Assessment
  • Feasibility Studies & Capital Campaigns
  • Board & Volunteer Fundraising Training
  • Major Donor Campaigns
  • Development of Legacy Programs
  • Institutional Grant Research, Writing and Management
  • Direct Mail/Direct Response Program
  • Annual Campaign Designs

Morgen Lloyd & Associates partners with nonprofit arts, environmental, social service and healthcare organizations.

We don't offer a "one size fits all" approach! Your organization is unique and requires a tailored and targeted effort to meet its goals and overcome challenges.

If you can use some support or advice, call 707-295-8007 for a free initial consultation. 

We look forward to the opportunity to work with your board and staff to increase the effectiveness and scope of your fundraising efforts.

Principals

Learn more about our team

Principals

Professional Associates

We are lucky to have them...

Representative Clients and Client Briefs

Hotel & Restaurant Foundation

Mayers Memorial Hospital

Youth Homes, Inc.

Whistlestop

Audubon Canyon Ranch

Breathe California of the Bay Area

Hanna Boys Center

Lake County Land Trust

Ruth’s Table, Bethany Senior Center

Ritsona Refugee Camp

Social Advocates for Youth

Sogan Foundation

Vista/Silicon Valley Blind Center

Sutter Lakeside Hospital

Pence Gallery

Midsummer Mozart Festival

Healdsburg Jazz Festival

Joe Goode Performance Group

Middletown Arts Center

Santa Rosa Symphony

Accomplishments included securing multiple six-figure multi-year major gifts, designing philanthropy collateral materials, securing the Symphony's largest individual gift, largest estate gift, largest grant and largest corporate sponsorship from an international corporation and producing two record-breaking fundraising events in two years.

Articulated development goals and strategies for the Strategic Plan, partnered with the Board of Directors. Developed SRS's first Gift Acceptance Policy, adopted by the Board of Directors in 2015. 

Santa Rosa Symphony

Hotel & Restaurant Foundation

Kathleen recently completed a two-year consulting term as Executive Director of the Hotel & Restaurant Foundation (HARF,) a hospitality industry scholarship organization in San Francisco. Accomplishments at HARF include implementing new financial controls and developing HARF’s first annual budget, updating the website and all fundraising, marketing and communications materials, establishing a board committee structure and updating the by-laws, reconnecting with major donors, implementing top-netting special events, and conducting introductory meetings with hundreds of industry leaders across the state.

Hotel & Restaurant Foundation

Sutter Lakeside Hospital

Sutter Lakeside Hospital is Lake County’s largest healthcare provider. MLA served as year-round Development Consultant for the hospital. In this capacity, we were responsible for the expansion of all aspects of annual fundraising activities, including grant writing, board training, database design and management, major donor campaign and all individual and corporate giving. We facilitated the hospital’s first capital campaign, raising over $120,000 in 7 months and bringing in another $100,000 in matching funds.

Sutter Lakeside Hospital

MLA Is proud to have...

Offered complimentary consultations to nonprofits across the nation and internationally

Raised millions in large and small gifts and grants from individuals, family foundations, private institutions and government agencies

Designed and Implemented Capital Campaigns, most recently for Mayers Memorial Hospital 

Facilitated multi-year strategic planning processes, developed Strategic Plans, White Papers and Business Plans, filed successful petitions for nonprofit status and filed multiple IRS documents for clients, wrote by-laws and completed Articles of Incorporation

Composed dozens of direct mail solicitations, designed progressive donor recognition and donor retention programs and materials for diverse donor pools, identifying and cultivating major donor and legacy giving prospects

Designed small to large fundraising events and intimate cultivation mixers, gala events, auctions and casual outdoor parties for groups up to 5,000