OAI specializes in helping nonprofits and foundations create a roadmap for success. Whether a nonprofit is just starting out or has been around for decades, OAI strives to engage an organization through the strategic planning process in a methodical, participatory manner. OAI is available to assist with all aspects of the strategic planning process from the very first step of recruiting and forming a strategic planning committee consisting of leaders from within the organization and the community to facilitating the exploratory process. Services include:

• Create or refine vision and mission statements
• Identify programmatic priorities
• Conduct organizational goal-setting
• Develop concrete strategies for reaching identified goals
• Establish a realistic timetable for completion
• Recommend optimal organizational structure to carry out essential functions

Strategic Planning clients have included:

• King Hussein Foundation International
• SeaWord Foundation
• The Fishing School

A strong and effective board of directors is an essential element of any successful nonprofit organization. OAI assists nonprofits to build, strengthen and educate their boards of directors, enabling board members to understand and fulfill their responsibilities. Services include:

• Analyze existing board processes, structures and roles
• Identify areas of strength and opportunity
• Recommend strategies for growth and development
• Determine prospective board member attributes for board expansion or diversification
• Lead brainstorming sessions to identify prospects that meet established criteria
• Facilitate all aspects of the board member recruitment process
• Provide retreat planning
• Assist with board committee development
• Conduct a board evaluation
• Facilitate board training on governance, fundraising or additional topics as necessary

• Everybody Wins! Foundation
• Mary’s Center for Maternal and Child Care
• Youth, I.N.C. (Improving Non-Profits for Children)

OAI offers a comprehensive array of fundraising management services from fully outsourcing an organization's development functions to assisting with specific areas of fundraising. OAI works with clients at a variety of stages to identify each organization's unique fundraising needs and addresses specific strategies, taking into consideration each nonprofit's unique development landscape. OAI strives to improve development capacity by offering innovative ideas and strategies to pursue new or untapped fundraising resources. Services include:

• Development Audit - analyze current fundraising position
• Development Planning - create short- and long- term fundraising plans and strategies
• Development Implementation


• Major Gifts - research, cultivation and management
• Individual Giving - annual appeals, direct mail campaigns, online giving and board giving
• Foundation Grants - research, writing and management
• Corporate Philanthropy - corporate sponsorships/partnerships and cause marketing
• Planned Giving - strategic development, program creation, program management, and program audit

• Friends of the National Library of Medicine
• Washington Animal Rescue League
• Kingsbury School

Large-scale fundraising campaigns are an important way for an organization to raise significant funds in a manner that complements and capitalizes on the organization’s regular, ongoing fundraising. OAI has a proven track record of managing comprehensive, high-quality feasibility studies for clients. Working with OAI can be the difference between a feasibility study that merely gathers data about a potential campaign and one that truly lays the groundwork for a successful campaign. Ranging from short-term, smaller campaigns to multi-year, multi-million dollar campaigns, OAI can serve as a fully outsourced campaign team or assist with a portion of a campaign's components, such as leadership recruitment, major gift solicitations, cultivation events and direct marketing. Services include:

• Feasibility studies
• Capital campaign strategy
• Campaign implementation
• Endowment campaigns

• The Salvation Army, National Capital Area Command
• Alexandria Capital Development Foundation
• American Association of Blood Banks

Realizing that many nonprofit organizations could benefit from highly efficient, cost-effective models, OAI offers a comprehensive array of front and back office services. Hiring OAI to manage the administrative functions enables a nonprofit to reduce staff and overhead costs, utilize better fundraising strategies and ultimately spend more time focusing on achieving the core goals of the organization.

OAI can manage distinct areas based on an organization’s current needs or serve as a “fully outsourced” management team for all of an organization’s administrative activities. Services can include:

• 501(c)3 creation and start-up
• Finance, budgeting and reporting
• Board and committee management
• Administration and regulatory/legal compliance
• Human Resources
• Marketing and communication
• Website and information technology

Through our experience providing nonprofit management services to a variety of nonprofits, OAI has developed a unique approach which enables you, the client, to focus your time and energy on your core mission and critical activities while we provide comprehensive “back office” solutions to meet your organization’s needs. Outsourcing nonprofit management to OAI enables our clients to 100 percent focus on their mission, goals and stakeholders. As a result, clients have more freedom to pursue organizational goals and initiatives while knowing their financial, administrative and support services are being handled by experienced professionals. Outsourcing allows organizations to:

• Concentrate efforts on mission, goals and program services
• Maximize board leadership effectiveness while minimizing "admin" demands
• Increase nonprofit management expertise and best practices
• Minimize capital, equipment, management, personnel and overhead costs
• Streamline regulatory compliance and reporting
• Eliminate the negative impact of employee turnover
• Effectively manage the time and cost of a "start-up" nonprofit

• Youth, I.N.C. (Improving Non-Profits for Children)
• Joe Piscopo’s Positive Impact Foundation
• Friends of the National Library of Medicine

OAI has strategically planned, marketed, managed and produced hundreds of charitable events such as galas, conferences, receptions, walks and retreats in more than 50 cities nationwide which have collectively raised millions of dollars. OAI manages over 20 large-scale events annually with production budgets that range from $150,000 to over $1 million, ranging from formal black-tie galas, award dinners and intimate gatherings at embassies and private residences to conferences, week-long community festivals and sporting events, such as golf and charity basketball tournaments.

OAI provides a comprehensive set of services to help nonprofit organizations produce successful events. Our belief is that a well-organized and marketed fundraising event should ultimately improve an organization’s financial standing and boost its image and reputation as a nonprofit. We execute five key fundamentals for any successful fundraising event:

• Event Strategic Planning and Marketing
• Pre-Planning and Development
• Event Management
• Event Production
• Post-Program

Event Management clients have included:

• Robert F. Kennedy Memorial Foundation
• Marriott Foundation for People with Disabilities
• Project HOPE