NATIONAL MATH + SCIENCE INITIATIVE (NMSI)
Highlights
Growth Opportunities
Setting Clear Goals
Strategic Growth Roadmap
The Challenge
As NMSI advanced its 2027 Strategic Plan, the organization faced a critical inflection point: while its programs, leadership, and impact were strong, its philanthropy function had not evolved to support long-term growth. The Business Development team was operating at maximum capacity and lacked a senior leader solely dedicated to generating philanthropic revenue. Fundraising efforts were largely reactive and heavily reliant on a small group of major corporate and institutional donors, creating revenue concentration risk and limiting predictability.
Donor retention and pipeline development lagged sector benchmarks, and internal roles and processes lackedconsistency. At the same time, NMSI operated in an increasingly competitive STEM funding landscape, where clear impact articulation and diversified revenue streams are essential. To achieve its ambitious goals, the organization needed a more disciplined, proactive, and strategy-driven approach to fundraising aligned with its long-term vision, as well as an experienced development professional to lead these efforts.
The Solution
Schultz & Williams conducted a comprehensive assessment of NMSI’s philanthropy function, including interviews with key stakeholders, analysis of 3,500+ donor transactions, and benchmarking against peer organizations. Using these insights, S&W developed a clear, actionable roadmap centered on four priorities: aligning fundraising with the strategic plan, building a multi-year donor pipeline, strengthening impact messaging, and improving internal infrastructure.
S&W supported the hiring and onboarding of a new Senior Director of Philanthropy, clarified roles and responsibilities across the Business Development team and leadership, introduced disciplined portfolio management and forecasting practices, and created tools to support proposal development and pipeline tracking. As a result, NMSI is positioned with a more proactive, strategy-driven approach and a stronger foundation for sustainable, scalable fundraising growth.
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