We specialize in fundraising strategy and methodology that has been field-tested for 40+ years and raised over $2B in support of impactful causes worldwide.

Story Development and Strategy

Build Your Story

A structured process to build your impact-forward story for funders including compelling storylines, organizational priorities, organizational timelines, and funding goals

Fundraising Models and Plans

We’ll identify and package funding goals and timelines using the Today, Tomorrow, Forever Funding Model, with complimentary funding plans to inform ongoing funder strategy and asks

Funder List Development

Build a comprehensive Funder List, including individuals and institutions, to serve as the centerpiece of your fundraising efforts

Team and Board Workshops

Organize your team around a results driven process, ‘same page’ key stakeholders and get clear on execution

One Page Visual and Funding Plan: development, layout, and draft design

Primary Funder List in spreadsheet format with ranking formulas

Weekly team coaching and “on the job” training to create the best efficiency and return on investment

Fractional Team Member

Coaching & Accountability for Non-Profit Leaders

We provide strategic coaching, via weekly calls, that support both customized, ongoing funder strategy and day-to-day tasks

Fundraising Toolkit Development

We help strengthen fundraising processes, including an organized, usable Primary Funder List, communications templates, tasks and CRM

Support on Funding Plan Execution

We’ll work to establish which Qualified Funders have the highest probability of success and how to maximize those relationships through multi-year investments

Structured weekly calls with 1-3 team members

Funder Strategies in writing, including the “Ask”

A Predisposition Language Template to help secure conversations with funders

Modeling the process on 2-3 virtual funder calls

Cohort Trainings

In-Person Training

Learn the fundamentals to tell your story and build a results driven approach to fundraising

Community Support

Build relationships across multiple non profit organizations in one community, forge real connections, share wins and overcome that feeling of loneliness many experience

1-1 Coaching

Custom coaching sessions that address specific questions and opportunities and implement the process

Power Half Hours

Have an upcoming meeting with a funder and need to think through your strategy? Maybe you’re having trouble getting the meeting? Just have a problem you’ve been having trouble working through on your own?  Book 30 minutes with me (pro bono) and let’s get to it!