Lozen Associates
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We start with analytics, then develop a strategy to help our clients grow their budgets and resources for lasting results!

We strengthen your organization from the inside out.


We do it all! We help maximize your resources by building your potential to attract and retain philanthropic dollars to support your mission.

Capital & Major Donor Campaigns • Annual Appeals • Leadership & Planned Giving •Endowments • Grant Research & Writing • Development Audits • Board Training • Donor Retention & Stewardship •CRM Research & Selection • Membership • Wealth Screening & Prospect Research



    We work with you to develop marketing and communication plans so your business will pop! Compelling story telling, messaging, and creative design deepens engagement with your audience. 

    Website Design & Maintenance • Digital • Print • Logos • Social Media • Integrated & Multichannel Marketing • Press Releases • Media


    Whatever the occasion, we create memorable and results-driven events. We provide advice and manage every detail from start to finish. 

    Goal Setting • Budgets •Venue •Vendors (Catering, Decorating, AV, Licenses, Parking, Security) • Sponsorships • List Management •Invitations (Print & Digital) • RSVPs • Volunteer Management • Hands-on Execution

    Financial Management & Accounting SERVICES

    Viable and sustainable organizations are well-oiled machines. We measure, benchmark and improve your operating efficiency.

    Financial Review & Analysis • Accounting Services (Payables & Receivables) • Payroll • Audit Preparation •Risk Management •Vendor Optimization & Negotiation • Loan Origination & Renegotiation • Covenant Compliance


    Policies and procedures allow you to guide operations smoothly and efficiently. We develop well written and clearly defined policies and procedures so you have the tools to be successful.

    Identify & Define Areas for Improvement • Establish Policy • Draft • Review with Stakeholders •Implement • Evaluate Effectiveness & Compliance


    Developing a strategic plan allows you to chart a course for the future, and serves as your guide to accomplish your goals. With your leadership and key stakeholders, we determine where you are, what you have to work with, where you want to be, and how you get there.

    Strength, Weakness, Opportunities, Threats (SWOT) Analysis •Vision Statement • Develop Business Plan and SMART Goals • Execution • Evaluation