What Schultz & Williams does

Schultz & Williams is a Philadelphia-headquartered, privately held nonprofit consulting firm founded in 1987 by L. Scott Schultz. The firm delivers professional services to nonprofit organizations across seven primary verticals: Arts & Culture, Community Foundations, Conservation & Environment, Education, Health & Sciences, Social Justice & Community Services, and Zoos & Aquariums. Its service portfolio comprises Development Consulting, Direct Response Fundraising, Strategic Planning, StaffSolutions (transitional and project-based staffing), Data Analytics & Development Operations, Digital Campaigns, ElevateNP (training and coaching), and ElevatePG (planned giving). Engagements range from targeted strategic planning studies (~$20K) to comprehensive multi-year fundraising campaigns exceeding $500M.

The firm operates as a national consulting platform delivered through dedicated senior account teams, with a stated headcount of 51-100 employees, leadership presence in industry bodies including AFP and the Giving Institute, and trademarked methodologies (StaffSolutions™, ElevateNP™, ElevatePG™). Revenue is generated through professional services fees — project-based and retainer consulting, agency fees for direct response execution, and program fees for training — with no publicly disclosed pricing and multi-year contracts typical for larger engagements. There is no software product; the underlying technology stack centers on direct mail production, donor database optimization, and multichannel digital campaign execution, with an integration partnership with DonorPerfect (via Ravela Insights) for donor analytics.

In June 2026, Schultz & Williams became part of the Carey & Co family of companies alongside Lautman Maska Neill & Company and Noble Accounting, forming a broader nonprofit services platform. CEO Craig Shelley provides platform-level leadership across fundraising, direct response, and strategic planning practices. The firm operates from a single headquarters in Center City Philadelphia with an emerging New York presence led by VP John-Anthony (JA) Bruno, and maintains long-tenured client relationships with organizations including Cincinnati Children's Hospital Medical Center, International Campaign for Tibet, and National Aquarium.

Name

Schultz & Williams

Legal name

Schultz & Williams, Inc.

Website

https://schultzwilliams.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

51–100 employees

Short description

Schultz & Williams is a Philadelphia-based nonprofit consulting firm, founded in 1987, that provides fundraising strategy, direct response campaigns, strategic planning, staffing, digital, and training services to U.S. nonprofit organizations across arts, education, healthcare, conservation, and social-justice sectors.

Ownership category

akta.pro rank

Product category

Nonprofit Fundraising Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742), Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Corporate Foundations & CSR Grantmaking (BPAGAKAC), B2B / Account-Based Marketing (ABM) Strategy Consulting (MPAAAFAM)

Keywords

• Nonprofit fundraising consulting
• Direct response fundraising
• Strategic planning services
• Planned giving programs
• Development consulting

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Development Consulting Services: Project-based and retainer consulting engagements for nonprofit development programs including fundraising assessments, campaign planning, major gifts strategy, and board development. Revenue generated through professional service fees for strategic consulting engagements.
2. Direct Response Fundraising Services: Ongoing direct response fundraising campaigns including donor acquisition, retention programs, membership management, and multi-channel campaigns (direct mail, email, digital). Revenue from agency fees and campaign execution costs.
3. Strategic Planning & Business Consulting: Strategic planning, business planning, and financial modeling engagements to equip nonprofit organizations with data-driven solutions. Includes organizational assessments and development of actionable strategic plans.
4. Staffing Solutions: Interim and project-based staffing placements providing development, management, and communications professionals to fill organizational gaps during transitions, campaigns, or startup phases.
5. Training & Coaching Programs: ElevateNP training programs for nonprofit professionals including board/staff workshops, leadership development, and coaching services delivered through interactive sessions.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels10 records

Core offering

Schultz & Williams is a national consulting firm that delivers integrated fundraising, strategic planning, direct response, digital, and development operations services to nonprofit organizations. The firm provides tailored campaign planning, major gifts strategy, planned giving, board development, direct mail and email execution, data analytics, interim staffing (StaffSolutions), and leadership training (ElevateNP / ElevatePG) for nonprofits across multiple sectors.

Product overview

Schultz & Williams is a national nonprofit consulting firm offering an integrated portfolio of professional services rather than a software product. The core offerings include Development Consulting, Direct Response Fundraising, Strategic Planning, StaffSolutions (staffing solutions), Data Analytics & Development Operations, Digital Campaigns, and two branded programs: ElevateNP (leadership training and coaching) and ElevatePG (planned giving services). These services are delivered by consultants with nonprofit sector expertise and are tailored to each client's specific needs across sectors including arts, community foundations, conservation, education, health sciences, social justice, and zoos/aquariums.

Differentiator

Problem solved

Functional benefit

Products and services

• Development Consulting
• Direct Response Fundraising
• Strategic Planning
• StaffSolutions
• Data Analytics & Development Operations
• Digital Campaigns
• ElevateNP
• ElevatePG (Planned Giving)

Quantifiable outcome

• National Aquarium achieved +342% increase in membership acquisition response and +922% increase in revenue
• +3 more outcomes

Named customers12 records

Segments7 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Carey & CocoreStrategic or Co-development Partner · 5 June 2026Schultz & Williams is part of the Carey & Co family of companies, which also includes Lautman Maska Neill & Company and Noble Accounting. This partnership significantly expands collective capabilities across direct response fundraising, campaign strategy, major and planned giving, donor cultivation, financial management, strategic planning, and nonprofit operations. The combination builds a distinctive platform capable of supporting organizations at every stage of growth.
• Lautman Maska Neill & CompanycoreStrategic or Co-development Partner · 5 June 2026One of the nation's most respected direct response fundraising firms, joining the Carey & Co family alongside Schultz & Williams. Decades of expertise in donor acquisition, donor engagement, and long-term fundraising strategy for nonprofit organizations. Addition expands capabilities in direct response fundraising and creates new opportunities to support nonprofits nationwide.
• BoardSourceminorOthersBoardSource is listed as a partner in the Resource Center, providing guidance and information to nonprofits.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Orr Group: Orr Group is a direct peer in nonprofit fundraising and strategic consulting, providing campaign planning, development assessments, and interim leadership to nonprofits. Several Schultz & Williams team members (e.g., Taylor Gates, John-Anthony Bruno) previously worked at Orr Group, underscoring direct comparability.
• CCS Fundraising: CCS Fundraising is one of the largest dedicated fundraising consulting firms in the U.S., offering campaign planning, feasibility studies, and development coaching to nonprofits across health, education, arts, and faith sectors—directly competing with Schultz & Williams' Development Consulting and campaign services.
• Grenzebach Glier & Associates: Grenzebach Glier is a major fundraising and advancement consulting firm with deep higher education and healthcare practice areas. Competes directly with Schultz & Williams on capital campaign planning, major gifts strategy, and advancement program assessments.
• BWF (now BWF Group): BWF is a national fundraising consulting firm offering campaign counsel, feasibility studies, and development audits. Direct competitor in the same nonprofit consulting space, particularly for mid-to-large institutions.
• Graham-Pelton Consulting: Graham-Pelton is a fundraising and nonprofit management consulting firm serving higher education, healthcare, arts, and social impact organizations. Overlaps directly with Schultz & Williams across campaign strategy and development consulting.
• Lautman Maska Neill & Company: Lautman Maska Neill & Company is a leading direct response fundraising agency serving nonprofits through donor acquisition, renewal, and lapsed donor reactivation programs. Now a sister company under the Carey & Co family alongside Schultz & Williams following the June 2026 combination.
• Marts & Lundy: Marts & Lundy is a long-established fundraising and advancement consulting firm focused primarily on education, healthcare, and arts/culture institutions. Competes directly with Schultz & Williams on capital campaigns, feasibility studies, and major gifts counsel.
• Russ Reid (now part of Grizzard): Grizzard (formerly Russ Reid) is a major direct response fundraising agency providing multi-channel fundraising services to nonprofits. Direct competitor in the direct mail, digital, and donor acquisition services that Schultz & Williams delivers through its Direct division.
• Heller Consulting (now part of Heller Fundraising Group): Heller Consulting (now Heller Fundraising Group) is a nonprofit CRM and fundraising operations consultancy serving mission-driven organizations. Overlaps with Schultz & Williams' Data & Development Operations and direct response practices.

Others

• The Giving Institute: The Giving Institute is a membership association of leading fundraising consulting firms (CEO Craig Shelley of Schultz & Williams sits on the board). Not a direct competitor but a key industry body whose member firms (CCS, Grenzebach, Graham-Pelton, etc.) overlap heavily with Schultz & Williams' market.

Market position

Strengths5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/schultzwilliams
• Facebookfacebook.com/schultzwilliams
• LinkedInlinkedin.com/company/schultzwilliams
• Instagraminstagram.com/schultz_and_williams

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schultz & Williams