Trusted Strategy & Research Provider
Rooted in our core commitments to tikkun olam, authenticity and integrity, McCaplan provides purpose-driven organizations the strategic resources they need to grow and thrive.
Lead Facilitation
Facilitating in-person workshops for UpLift Ventures.
UpStart Network Provider
Strategic marketing partner to nonprofits within the Upstarter Network.
Preferred Partner
Recognized service provider for organizations across the Upstart ecosystem.
How McCaplan Helps UpStarters

1
Organizational & Program Strategy
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Program Evaluation & Design: Structure and assess your initiatives for clear impact.
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Organizational Belonging & Equity: Education and strategic advice tailored to your institution.
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Organizational Development: Logic modeling, program architecture, and action planning.
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Grants & Group Facilitation: Workshop lead and grant writing execution.
2
Brand & Constituent Marketing
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Strategic Marketing Planning: Go-to-market planning to bring your new ideas, campaigns, and programs to life.
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Brand Identity & Positioning: Complete visual brand creation or translation of your existing identity into working assets.
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Fundraising & Outreach Campaigns: Content development and email sequences designed to raise funds and drive growth.
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Search Visibility, Discovery & Engagement: Structured web search set-up and communication strategy to get found online and retain long-term donors.
3
Platform & Marketing Infrastructure
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Contact Management (CRM): Centralized database to manage constituents, donors, and sales leads.
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Website & Funnel Hosting: Secure hosting for landing pages and main web pages.
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Email & SMS Broadcasting: Built-in tools for newsletters, donor updates, and automated email sequences.
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Social Media Management: Schedule and publish content across your social channels from one platform.

