Tracy Sopchak

NextStep Nonprofit LLC

642 Haverhill Street, Reading , MA 01867 | (781) 249-1756 | tracy@nextstepnonprofit.com
Works in: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont

Last updated:
Thursday, Jul 07, 2022

{Strategic Planning | Fundraising | Database | Boards } My approach is to use strategic planning to help nonprofit organizations refocus and realign their team around their mission, assess the landscape they are working in, and prioritize their work to reach their vision. I promote holistic development (fundraising) to help nonprofit organizations utilize and align their culture, brand, technology, staff, and board for effective fundraising. Strategic planning and fundraising are interwoven and complementary efforts within nonprofit organizations. As a former mechanical and software engineer, I also help organizations choose, setup and customize an effective CRM database. As a long-time board member, I also train boards on fundraising and other board topics.

Areas of Expertise:

Board assessment, structure, training, performance

Sponsorships and corporate partnerships, Capital campaigns / feasibility, Fundraising / donor software, Fundraising events, Fundraising / fund development planning, Grant writing, Grant writing - federal grants, Individual giving / major gifts, Planned giving, Prospect research

Deep expertise in these issue areas: Economic Development, Environment, Social Services / Human Services, Women / Girls Issues

Past Clients:

  • Organization: Safe Havens Interfaith Partnership Against Domestic Violence
    Name: Anne Marie Hunter
    Description of services provided: Holistic Development Orientation, Strategic Planning, Grant Writing
    Year services provided: 1
  • Organization: Elevated Thought
    Name: Marquis Victor
    Description of services provided: Holistic Development Orientation, Prospect ROI Assessment, Prospect Research, Grant Writing
    Year services provided: 2018-present
  • Organization: Greater Lowell YMCA
    Description of services provided: Capital Campaign
    Year services provided: 1
  • Organization: Public Health Advocacy Institute
    Description of services provided: Prospect Research
    Year services provided: 1
  • Organization: Lowell TeleMedia Center
    Name: Stephanie McArdle
    Description of services provided: Prospect Research
    Year services provided: 2019
  • Organization: Beyond Soccer
    Description of services provided: Holistic Development Orientation, CRM Customization, Grant Writing
    Year services provided: 2018-present
  • Organization: Lawrence CommunityWorks
    Name: Jess Andors
    Description of services provided: Holistic Development Orientation, CRM System Optimization, Development/Program Alignment, Planned Giving
    Year services provided: 2
  • Organization: Lawrence Partnership
    Name: George Ramirez
    Description of services provided: Impact Report Design, Prospect Research, Grant Writing
    Year services provided: 2018-present
  • Organization: Project Home Again
    Name: Nancy Kanell
    Description of services provided: Strategic Planning
    Year services provided: 2021-2022
  • Organization: Job Lane House
    Name: Judy Barber
    Description of services provided: Strategic Planning
    Year services provided: 2022
  • Organization: Ironstone Farm
    Name: Kerri Whalen
    Description of services provided: Fundraising Plan Development
    Year services provided: 2022
  • Organization: Cambodian Mutual Assistance Association
    Name: Sothea Chiemruom
    Description of services provided: Board Training
    Year services provided: 2022
  • Organization: Dorchester Bay Economic Development Corporation
    Name: Alison Moronta
    Description of services provided: Grant Writing
    Year services provided: 2021-present
  • Organization: Mass Growth Capital Corporation
    Name: Ari Veloz
    Description of services provided: Grant RFP Development
    Year services provided: 2022
  • Organization: North Andover Historical Society
    Name: Brian Howard
    Description of services provided: CRM Migration, Customization & Support
    Year services provided: 2021-present
  • Organization: Entrepreneurship for All
    Name: David Parker
    Description of services provided: 2018-present
    Year services provided: Grant Writing
  • Organization: First Parish in Cambridge UU
    Name: Tod Hibbard
    Description of services provided: Capital Campaign Support
    Year services provided: 2020-2022
  • Organization: Greater Lowell YMCA
    Name: Kevin Morrissey
    Description of services provided: Capital Campaign Support and Grant Writing
    Year services provided: 2020
  • Organization: Foundation Kitchen
    Name: Ciaran Nagle
    Description of services provided: Grant Writing
    Year services provided: 2021-2022
  • Organization: Institute for Career Transitions
    Name: Deb Burkholder
    Description of services provided: Development Branding, Board Engagement
    Year services provided: 2022


Training & Workshops:

  • Name: Holistic Development Orientation
    Duration: 2
    Fee: $500 per session
    Fees Negotiable: Yes
    Minimum Audience Size: 10
    Maximum Audience Size:
    Reference:
  • Name: Introduction to Funding Sectors & Strategies
    Duration: 2 hours
    Fee: $500 per session
    Fees Negotiable: Yes
    Minimum Audience Size: 20
    Maximum Audience Size:
    Reference:

Please note that we do not endorse any consultant listed in this directory. We strongly advise you to check references before hiring a consultant.