Our Services
Every engagement begins with listening. We take time to understand your organization's culture, history, and goals before we recommend anything — and we tailor every plan to where you are and where you want to go.We offer three engagement tiers and a slate of focused à la carte services to meet you wherever you are in your fundraising journey.
Tier 1
Strategic Assessment & Recommendations
Best for organizations seeking expert recommendations they can implement themselves.
What you'll walk away with: a high-level recommendations document covering up to three priority focus areas.
Includes:
• Up to four one-hour discovery interviews with key development staff, senior institutional leadership, anddevelopment leadership.
• Two hours of data analysis.
• A written, high-level recommendations document covering up to three priority focus areas, each with asupporting draft plan.
• A one-hour presentation of findings and recommendations to your team.
This tier delivers strategic recommendations only; implementation is not included.
Investment: $10,000
Book a free consultationTier 2
Strategy + Ongoing Support
Best for organizations that want a strategic partner alongside them throughout execution.
What you'll walk away with: everything in Tier 1, plus a written Plan of Action and four hours per month of consulting calls.
Includes:
• Everything in Tier 1
• A written Plan of Action that translates recommendations into prioritized, executable steps.
• Four hours per month of consulting hours to discuss progress, troubleshoot challenges, and refine your approach.
Investment: $20,000
Book a free consultationTier 3
Comprehensive Partnership
Best for organizations preparing to scale, restructure, or build out a new function.
What you'll walk away with: everything in Tiers 1 and 2, plus a custom recruitment and onboarding plan for new staff.
Includes:
• Everything in Tiers 1 and 2.
• A custom recruitment and onboarding plan for new annual giving or development staff.
Investment: Let's Talk.
Book a free consultationÀ La Carte — The Low-Commitment “Start Here” On-Ramp
Start here: single expert deliverables
Not ready for a full engagement? Get one focused piece of work from a senior practitioner — the easiest way to see how we work. Starting at $350–$650.
• FY Annual Giving Marketing & Communications Calendar — a year-long plan for outreach across channels and audiences.
• Segmentation Strategy — a clear approach to segmenting your donor base to drive more relevant, more effective outreach.
• Copywriting & Editing — donor-facing copy or editorial review for campaigns, appeals, or stewardship materials.
• Giving Day Strategy Document — a complete strategy document for an upcoming giving day.
• Data Analysis — in-depth analysis of donor, gift, and engagement data to surface insights and inform strategy.
• Recruitment & Onboarding Plan — a focused plan for hiring and onboarding annual giving or development staff.
• Micro-Consulting — a 2-hour advisory call and one-page meeting summary.