Every organization is different.
Every engagement is built around yours.
Below is a full menu of what we offer. Engagements range from focused, single-deliverable projects to ongoing retainer support, scaled to your organization's size and budget.
All engagements begin with a free 30-minute discovery call. Project pricing scales with organization size and complexity. If you are a small shop worried about cost, that is exactly what the discovery call is for. I would rather find a way to be useful at your scale than not work with you at all. Retainers require a 3-month minimum commitment.
Let’s make an impact together.
Board Services
Board Health Assessment
The starting point for most clients. We conduct one-on-one interviews with current board members, lead a comprehensive assessment of skills and commitment, and deliver a written gap report with prioritized recommendations. You'll know exactly where your board stands and what it needs.
Board Fundraising Training
A half-day Fundraising 101 session for your full board — covering role clarity, the art of the ask, and the practical tools board members need to show up as true development partners. All materials included.
Board Governance Review
An assessment of your bylaws, term limits, committee structure, and officer roles — with concrete recommendations for a stronger governance foundation.
Board Recruitment
Active outreach to identify prospective board members aligned with your identified skill gaps. Includes candidate vetting, written profiles, and facilitation of introductory meetings. Available as a monthly retainer following a Board Health Assessment.
Fundraising Planning
Annual Fundraising Plan
A complete, written plan covering revenue goals, a 12-month calendar, activity matrix, donor segmentation strategy, and accountability framework. Built around your organization's real capacity — not a template.
Fundraising Audit
An honest assessment of where your fundraising stands today — results, donor data, systems, messaging, and gaps. Essential before building anything new.
Case for Support Development
A compelling, donor-centered narrative that articulates your impact, urgency, and need. Used across campaigns, major gift conversations, and grant applications.
Year-End Appeal Strategy & Copy
Campaign strategy plus the actual written appeal letter and email — ready to send. Ideal for organizations who want Q4 done right. Best engaged in August or September.
Major Gifts & Individual Giving
Major Donor Cultivation Plan
A complete framework for identifying, cultivating, and asking your major donor prospects — including moves management timeline and ask strategy tailored to your specific relationships.
Gift Range Chart / Campaign Pyramid
A feasibility-based giving pyramid for capital campaigns, major appeals, or annual fund goal-setting. Grounds your goals in reality.
Donor Stewardship Plan
An acknowledgment system, touchpoint calendar, and retention strategy to keep donors engaged and giving year after year.
Monthly Giving Program Launch
Strategy, donor journey mapping, messaging, and a launch plan for building a sustainable recurring revenue stream.
Major Donor Briefing Prep
Research and prepare materials for a specific high-value donor meeting — background, talking points, and ask strategy.
Grants Readiness
Grants Readiness Assessment
Are you fundable? We review your narrative, financials, data, and systems against what funders actually look for — and deliver a clear action plan.
Funder Research & Prospect List
A curated list of aligned funders with giving history, priorities, deadlines, and fit notes — so you pursue the right opportunities, not just the obvious ones.
These services focus on strategy and readiness, not grant writing. This keeps the work higher-value and positions your organization for long-term funding relationships.
Workshops & Speaking
Fundraising Fundamentals Workshop
A half-day, highly practical group training session for multiple organizations. Interactive, immediately applicable, and available in-person or virtually.
Conference / Association Speaking
Keynote or breakout session on nonprofit development topics for your conference or member association. Custom topic development included.
Virtual Lunch & Learn
A focused 60-minute session on a single topic — ideal for boards, staff teams, or association member groups.
Monthly Retainer Options
On-Call Development Expertise
Expert development support without the cost of a full-time hire. All retainer tiers include a 3-month minimum commitment. Many clients begin with a project engagement and move into a retainer from there.
Basic
Email and call support
48-hour response time
One document review per month
Standard
Email and call support
48-hour response time
Document reviews
One deliverable per month
Premium
Broader strategic scope
Priority response
Multiple deliverables
Quarterly planning session
Planned & Legacy Giving
Your best planned giving prospects usually aren't your biggest donors. They're the people closest to your mission, the loyal givers, longtime volunteers, and quiet supporters who have shown up for years and already believe in what you do. Have you ever invited them to leave you something? Most organizations never have. But these are the most personal of gifts, and they take careful, strategic cultivation. I help you build the strategy for a legacy giving effort: who to target, how to make the ask, and how to launch something your team can sustain for the long term.
Not Sure Where to Start?
That's what the discovery call is for. We'll talk through where your organization is, what's holding you back, and what kind of engagement - if any - makes sense. No pressure, no pitch.