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Internal Tool · Investment Calibration

Sliding Scale
Calculator

Enter client and engagement details. The tool calculates the right investment across all service lines for organizations and individuals, applies the sliding scale where it qualifies, and generates ready-to-use proposal language.

Step 1
Who Is This For
Organization
Individual
501(c)(3) Nonprofit
Social Enterprise
Community-Based
Foundation
Government
For-Profit
Under $500K
$500K–$1M
$1M–$3M
$3M–$5M
$5M–$10M
$10M–$20M
$20M+
Under 5
5–10
10–25
25–50
50+
Startup (0–3 yrs)
Growing (3–10 yrs)
Established (10+ yrs)
Individual clients are assessed on household income, life context, and equity factors rather than organizational budget.
Under $40K
$40K–$65K
$65K–$100K
$100K–$150K
$150K–$250K
$250K+
Employed Full-Time
In Transition
Self-Employed
Nonprofit Sector
Student
Step 2
Service Line & Engagement
Fractional CoS
People & Talent
Senior Advisory
Executive Coaching
Monthly Retainer
Project-Based
Hourly
Single Session / Package
Select the specific offering. Custom uses the range-based rate.
Step 3
Qualifying Factors
Check all that apply. Each factor adjusts where in the range the rate lands.
Pro bono engagementTrack full rate — deferred investment, to be revisited
Registered 501(c)(3) or verified mission-aligned orgPrimary qualifier for base sliding scale
Budget under $5MTriggers sliding scale eligibility per CC Access Framework
Serves historically underresourced communitiesMission equity consideration
First-generation leadership teamBuilding without inherited infrastructure or networks
Rural or geographically isolatedLimited local access to comparable senior support
High complexity / high strategic valueScope warrants the upper end of the range
Grant or restricted funding covering this engagementFunded engagements use standard rate — no adjustment applies
Multi-service engagement (2+ service lines)Integrated engagement consideration
Pro bono engagementTrack full rate — deferred investment, to be revisited
Currently in career or life transitionReduced or uncertain income warrants access consideration
Works in nonprofit or public sectorSector income reality — typically below market for comparable roles
First-generation professional or college graduateBuilding without inherited networks or financial safety net
Primary caregiver (child, elder, or family member)Caregiving load affects income capacity and capacity to engage
Historically underrepresented in their field or sectorEquity access consideration
High readiness and engagement potentialThis work merits investing in — upper range is appropriate
Step 4
Your Read
When should this relationship transition to a paying engagement?
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Complete the inputs and calculate
to see the recommended investment.
Investment Recommendation
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Standard Rate
Standard Rate
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Recommended Rate
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Discount Applied
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Floor (Do Not Go Below)
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Minimum sustainable rate
Position Within Range
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How This Was Calculated
Rationale
Proposal Language — Ready to Use
Session History
No calculations saved yet this session.
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