Our Services

Underwood & Associates is the Right Choice for

Your Counsel

Since 1985, Underwood & Associates has forged a reputation for solid management by listening to our clients, offering frank advice, acting with confidentially, and paying attention to detail. Our firm is composed exclusively of senior level professionals who have many years of experience working with not-for-profit organizations. Now, based in San Antonio, Texas, we focus on regional, national and international non-profits that have inspired us. Our clients´ interests encompass:


Arts & Culture | Community Services Education | Environmental Issues Healthcare | Youth Services


We limit the number of clients we work with at any given time so that we can provide each organization with the customized approach that is the hallmark of Underwood & Associates. We look forward to meeting with your organization and exploring the many ways that we can help to achieve your vision and goals.

Our comprehensive range of services includes:

Strategic Long-Range Fund Development
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Board Development & Recruitment
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Campaign Feasibility Studies
Internal Development Office Audits
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Capital Campaign Consultation & Management
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Annual Giving Programs
Membership Programs
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Planned Giving & Endowment Campaigns
Grant And Case For Support Writing
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Board And Volunteer Training
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Special Events
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Prospect Research

Testimonials

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Underwood and Associates offered St. Luke’s a clear and manageable plan for upgrading its fundraising operations. We appreciated having realistic steps laid out in a tangible way that would help us reach our fundraising goals. The leadership team at U&A took the time to understand our culture, and make the process straight-forward and actionable, and set us up for success.

— Jill H. Vassar
Past Chair of the Board
St. Luke’s Episcopal School
The logo for saint mary 's hall in san antonio texas

Thank you to Underwood and Associates for their invaluable expertise, guidance, and recommendations which helped us to achieve and exceed our goals with the I AM Saint Mary’s Hall capital campaign. We partnered with Cliff and Shari on a development audit, feasibility study, and strategic fundraising plan, successfully stewarding and building donor relations and ultimately completing our $26 million campaign. Cliff and Shari are tenured fundraising professionals who enjoy what they do, and take a personal and genuine interest in their clients.

— Camilla W. Hannah
Head of Community Engagement
Saint Mary's Hall
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As a small organization that made the decision to hire a Development Director, we knew we needed to engage with a nonprofit consultant who could identify strong candidates but also truly understand the unique culture of ThriveWell. We were beyond thrilled with Underwood and Associates’ ability to evaluate our needs and present a pool of candidates who had the knowledge, skills and abilities to take our organization to the next level. Their industry “know how” is unmatched plus they’re fun to work with!

 — Erin Ercoline
Executive Director
ThriveWell Cancer Foundation