Services

Strategic Fundraising Support for Moments That Matter

Core Engagements

A comprehensive engagement to assess campaign readiness, test assumptions, and build a clear, actionable roadmap.

This work goes beyond a traditional feasibility study—combining stakeholder insight with practical strategy so you leave with a plan you can confidently execute.

This is a strong fit if you:

• Are considering or preparing for a capital campaign

• Need to validate a campaign goal and approach

• Want to align leadership before launching a major effort

• Have momentum, but lack a clear strategy or structure

Engagement includes:

• Campaign readiness assessment

• Stakeholder and donor interviews

• Evaluation of fundraising capacity and internal systems

• Preliminary goal setting and gift range development

• Case for support and messaging framework

• Campaign structure and phasing strategy

• Leadership roles and expectations

• Identification of risks, gaps, and key opportunities

Key outcome:
A clear, customized campaign roadmap outlining strategy, structure, and next steps.

Ongoing strategic leadership to guide campaign planning and execution—without the cost or complexity of a full-time senior hire.

This role provides consistency, accountability, and experienced direction while strengthening your internal capacity.

This is a strong fit if you:

• Are actively preparing for or in a campaign

• Need sustained strategic guidance and momentum

• Want a collaborative partner for leadership and decision-making

• Value structure, clarity, and accountability

Scope may include:

• Campaign planning and oversight

• Major gifts strategy and pipeline development

• Board and leadership engagement strategy

• Development staff support and coaching

• Ongoing refinement of campaign strategy and messaging

• Progress tracking and accountability

Structure:
Monthly retainer with clearly defined scope and cadence.

High-level guidance for experienced nonprofit leaders who want a trusted thought partner.

This is a focused, low-lift engagement designed for organizations with internal capacity that benefit from experienced perspective.

This is a strong fit for:

• Executive Directors and Development Leaders

• Organizations navigating complex decisions or transitions

• Teams that want strategic input without a full engagement

Includes:

• 1–2 structured conversations per month

• Document review and template creation

• Strategic input on fundraising, campaigns, and planning

• Ongoing access for focused questions