Services

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Fundraising Assessment & Roadmap

What we provide:

• Full review of current fundraising efforts

• Audit of donor database, campaigns, and messaging

• Identify gaps and missed opportunities

• Written 12-month fundraising roadmap

• Clear revenue targets and strategy recommendations

Annual Fundraising Strategy Development

What we provide:

• Annual fundraising plan

• Revenue goals by source (grants, donors, events)

• Donor engagement strategy

• Campaign calendar

• Board and staff fundraising roles

Individual and Major Donor Program Development

What we provide:

• Donor segmentation strategy

• Donor stewardship plan

• Thank-you and follow-up systems

• Recurring donor program development

Board Assessment & Development Plan

Best for:
Organizations seeking to strengthen board effectiveness, clarify expectations, and create a roadmap for growth

What We Provide:

• Comprehensive board assessment (structure, engagement, and governance)

• Individual board member engagement review

• Gap analysis aligned with strategic goals

• Recommendations for board composition and structure

• Customized board development plan

• Onboarding plan and orientation materials

• Board member expectation documents

Board Fundraising Engagement & Training

Best for:
Organizations that want their board to actively and confidently participate in fundraising

What We Provide:

• Board fundraising training and mindset development

• Clear board fundraising expectations and give/get guidelines

• Individual board member fundraising planning support

• Tools, scripts, and templates for donor conversations

• Strategies for leveraging board networks and relationships

• Support building a culture of shared fundraising responsibility

Governance Structure & Best Practices

Best for:
Organizations needing stronger governance systems and clarity in board and staff roles

What We Provide:

• Governance structure review and recommendations

• Bylaw and policy review

• Committee structure design

• Roles and responsibilities clarification

• Governance tools and templates

Strategic Planning Facilitation

Best for:
Organizations ready to clarify direction, align leadership, and create a clear path forward

What We Provide:

• Full strategic planning process facilitation

• Development of 3–5 year strategic goals

• Stakeholder input through interviews, surveys, or focus groups

• Mission, vision, and values refinement

• Strategic priority identification

• Facilitated board and leadership planning session