Our Process

See Our Process

Your knowledge, passion or mission

our expertise and perspective

a strategic, customized plan for sustainable fundraising growth.

While there are many short-term, flash-in-the-pan solutions to fundraising, our approach is centered on the goal of setting our clients up for sustainable growth and ongoing success. We begin by immersing ourselves in your organization: your culture, fundraising history, donor base, challenges and opportunities. We make sure we’re having the right conversations, asking the right questions, and gaining a genuine understanding of your organization and its unique needs. After that, we custom-craft a set of solutions to suit those needs and support you through planning, implementation and growth. At each step in our process, we’re engineering a solution that will take your entire fundraising operation to the next level—both while we’re working together, and long into the future.

Our process has three core phases:


No two organizations are alike. We frankly face-palm at the “one-size-fits-all” approach, which we’ve never known to yield success.
That’s why our first stage of work together—diving deep into your organization’s mission, vision, story, donor base and fundraising history—is paramount to our process. And we’ve seen, over 50+ collective years in fundraising, that most often the talent and opportunity to achieve fundraising growth are already at your fingertips. Our goal is to unlock your team’s full potential with a clear roadmap, supportive coaching, and innovative tools. In our first phase, we assess your landscape to learn exactly what the right combination of those elements will be.
Our assessment is an in-depth, objective review of the following categories, among others:


With a clear understanding of your current position and future goals in hand, we’ll work together closely to develop an ambitious and attainable path forward.

This is where our “custom craft” approach comes in. There are myriad tactics available to reach your goals, but being strategic and efficient in choosing the perfect combination is essential to success. Too few levers, and you’ll leave opportunity on the table. Try to pull them all, and you’ll miss the mark on every one of them.

We’ll work with you—with an understanding of your staff capacity, budgets, and goals—to create the optimal path forward.

And like any journey, we recognize that milestones and measures of progress are essential to understand if you are heading in the right direction, at the right speed. Our plans don’t go in a binder, to collect dust on a shelf. They are actionable, measurable, and ready to put on the road.

Coaching & Advising

The passion, dedication, creativity, and tenacity for fundraising success already exists in your organization. This much we know to be true. Ensuring the tools, training, alignment, and comfort with the key principles of fundraising are shared at every level of the organization, is where our coaching and advising comes in.

This third phase ensures that everyone tasked with executing the roadmap laid forth in our planning phase—from leadership, to development staff, to board, volunteers and others—have the knowledge, support, continual improvement and encouragement they need to stay the course. We will walk with you and your team as you implement new strategies, leverage the best technology, and build a strong and sustainable culture of philanthropy.

Our 50+ combined years of leadership, team-building, governance, and fundraising execution allows us to create customized programs that address key pillars of a successful fundraising program. We do this by unlocking the potential already in the hearts of your team, leadership, and most closely-held supporters:

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Providing all stakeholders with training, communication, and tools to understand giving, and develop proactive engagement

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Creating customized, authentic and relatable training tools and sessions from entry level fundamentals to advanced strategies—suited to meet the needs of your organization—including:

Let's work together to amplify your impact and advance your mission.