We manage the business of mission.

Anchor & Oak Strategies equips organizations of all sizes to thrive through clarity, strength, and purpose.
We offer tailored partnerships in three disciplines — Development, Operations, and Governance — available through three engagement models: Managed Services, Fractional Leadership, or Strategic Counsel.

Service Lines

  • Development and Revenue Systems

    We help you design and sustain the financial engine behind your mission. From donor development to grants, we build systems that create consistency, confidence, and growth.
    Typical Services Include:

    Annual fund and recurring giving strategy

    Major gifts leadership

    Grant research, writing, and reporting

    Donor stewardship, events, and communications systems

    Fundraising dashboards and CRM implementation

    Sales pipeline and Marketing Support

  • Operations and Finance

    Healthy organizations run on clear systems, disciplined finances, and efficient workflows. We help leaders build the operational backbone that makes growth sustainable and accountable.

    Typical Services Include:

    Budgeting and financial planning for development and general operations

    Workflow design and team structure alignment

    Financial systems and KPI dashboards

    Policy development (HR, finance, and compliance)

    Organizational assessments and strategic infrastructure audits

  • Governance and Leadership

    Strong boards and healthy leadership cultures are the roots of every thriving organization. We help boards, pastors, and executives govern wisely, lead faithfully, and plan strategically for the future.

    Typical Services Include:

    Board development and governance training

    Strategic planning and vision alignment

    Leadership succession and transition planning

    Faith-integrated organizational culture development

    Facilitated leadership retreats and team workshops

Engagement Models

One-size does not fit all. We work alongside your leadership to determine the right fit for your organization in this season while preparing for the next.

Wearing too many hats to manage another staff member? Consider our fully outsourced managed services.

Need a quarterback on the team, not just a coach? Consider a fractional leader to lead through this time of transition.

Looking for outside perspective into a key decision? Our strategic counsel can facilitate the discussions and provide clarity to the next right step.

  • We operate as your outsourced operations or development department — handling the day-to-day management, reporting, and strategy execution that keeps your organization moving forward.

  • We step into your team part-time, offering the leadership and systems expertise of a seasoned executive, such as a Development Director, COO, or Chief of Staff without the full-time cost.

  • We guide executive teams, boards, and founders through planning phases, growth initiatives, or organizational transitions. Perfect for times when clarity, structure, and outside perspective are needed most.

  • For organizations that need focused support, we also offer one-time or short-term engagements such as:

    • Grant management packages

    • Board or staff retreats

    • Fundraising and organizational health audits

    • Bookkeeping support

Our Pricing Philosophy

At Anchor & Oak Strategies, we believe that organizational management counsel should be both high-value and accessible, and we structure fees accordingly. We also understand one-size does not fit all, and are willing to partner with organizations of all sizes and scopes.

Our services are structured depending on the scope and intensity of the engagement. Anchor & Oak brings the same project management structure and best practices you’d see with a larger firm, but at less than half the cost.

Our payments are traditionally structured as:

  • Retainers (Ongoing/Relationship-Based Work) Reflect their recurring nature and ongoing leadership needs.

  • Flat Fees (Project-Based Work): Provide clarity and predictability for one-time, defined-scope projects.

  • Hybrid: Large-scope projects that require ongoing partnership and high time investment are typically pegged at 5-10% of goal, cross-checked against our standard hourly range. This ensures counsel is ROI-driven and fair in terms of hours invested.