Our work plan will be tailor-made to meet your organization’s needs. Whether it’s a series of small projects or a program overhaul, together we’ll build the perfect plan using a combination of my three main approaches.

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Training

Everyone plays a role in creating a culture of giving! Together we can encourage your staff, board, and volunteers to find their super power and leverage it to reach your fundraising goals. I can help you:

  • Demystify: Working in groups or individually, lead board members in understanding fundraising as well as their roles and responsibilities in advancing your organization’s efforts.

  • Leverage: Help board members thoughtfully reach into their communities and networks to support the work of the organization, prioritize the asks, and develop an action-based plan.

  • Ask: Train board, staff, and key volunteers on making the ask, aligning the case for the support, and mapping the conversation.

 
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Planning

All good fundraising starts with a plan! Whether you want to build upon your existing programs or develop a whole new approach, I can help you create effective and sustainable plans to reach your organization’s goals. Together we can:

  • Identify: Create a road map for identifying potential donors, evaluating policies, qualifying major donors.

  • Steward: Create clear, easy-to-implement plans that keep donors engaged with the mission and community, along with measurable goals and outcomes that are appropriate to the size and resources of the organization.

  • Cultivate: Develop donor cultivation plans that secure the gift.

  • Be Accountable: Support staff with having tough conversations with supporters.

  • Launch: Assess gift policies and identify audiences to engage to create legacy gifts, annual fund, and major donor programs.

  • Grow: Create plans that keep donors engaged with the mission and community.

  • Analyze: Evaluate current strategies, identify gaps and opportunities for greater efficiency and best practices rooted in your organization’s values.

  • Communicate: Align social media and email messaging and calendars with your organization’s fundraising goals.

 
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Managing

Strong leadership is key to thoughtful, mission-driven fundraising. From mentoring to interim directing, I can help your organization learn to lead from within. I can help you:

  • Inspire: Work with teams at all levels of the organization to understand their role as an ambassador to the organization in developing a culture of generosity

  • Mentor: Identify tools and mentorship to support an organizational culture of inclusion, trust, and transparency

  • Manage: Provide interim director-level management of teams and programs.

Want to learn more about how we can make magic together? Let’s talk!

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