Complete these steps to get the most out of Taproot Plus


Express your interest and select the time you would like to schedule a conference call with the nonprofit.


Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.


You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
United Policyholders
San Francisco, California
Business Planning

Member since 2021-10-28

Session Overview

We are seeking an expert Development/Fundraising Consultant to review our current donor outreach and communication protocols, including solicitations, thank you's/acknowledgments, social media recognition, and donation receipts. The goal of our consultation is to review and improve our existing print mail and digital communication practices and continue building support for our work through individual donations and sponsorships. We currently raise funds through monthly Constant Contact emails to our supporter base, a year-end print mailing, social media postings, an annual fundraising event, and a sponsorship program through which businesses donate at one of three levels in return for specified benefits, including a listing in a national "Find Help" directory.


Nonprofit Overview

United Policyholders (UP) is a non-profit 501(c)(3) whose mission is to be a trustworthy and useful information resource and a respected voice for consumers of all types of insurance in all 50 states.


Grant writing