Service
Fundraising & Sustainable Revenue
Know whether you are ready — and what it will take to be.
Who this helps
Leaders responsible for a consequential organizational decision.
- Nature centers, land trusts, and conservation groups funding facilities, stewardship, acquisition, or endowment
- Health and human services nonprofits funding program growth, access, facilities, or operating resilience
- Mission-driven organizations strengthening annual giving, major gifts, membership, or grants
- Boards weighing whether to authorize a campaign
What we will accomplish
Development assessment, campaign readiness review, case development, and fundraising strategy grounded in what the organization can realistically sustain.
- A clear-eyed answer on campaign readiness, with the reasoning behind it
- A compelling case for support that donors and trustees can articulate
- A realistic gift range chart tested against the actual prospect pool
- A board prepared for its role in giving, asking, and stewardship
- A development operation with the systems, staffing, and calendar to sustain results
- Diversified revenue that reduces dependence on any single source
How we work
Understand. Reveal. Choose. Build. Learn.
The same plain, five-stage method guides every service. The depth of evidence and participation is sized to your assignment.
- 01
Understand
Gather the evidence and perspectives needed to see the situation accurately.
- 02
Reveal
Make strengths, constraints, differing perspectives, and underlying causes clear.
- 03
Choose
Frame the real options, tradeoffs, priorities, and decisions.
- 04
Build
Create the substantial working document or roadmap, with responsibilities, resources, measures, and first actions.
- 05
Learn
Review implementation, test assumptions, and adjust while staying grounded in the mission.
Depending on your priorities, your engagement may include
The written proposal specifies the exact deliverables, timing, participation, and fixed fee for your assignment.
- Development program assessment: staffing, systems, portfolios, and performance
- Donor and membership trend analysis with retention and upgrade patterns
- Campaign readiness review across case, leadership, prospects, staffing, and systems
- Case for support development and testing
- Gift range chart and prospect capacity review
- Feasibility and readiness interviews with key stakeholders
- Campaign plan: phases, volunteer structure, timeline, and budget
- Annual fund and membership growth strategy
- Board fundraising orientation and coaching
One focused assignment example
A focused assignment might review annual giving and membership performance, then provide practical growth recommendations and priorities.
Timing and your participation
A defined fundraising or revenue assignment begins at $12,500. Campaign breadth, donor interviews, and implementation support are priced to the agreed scope.
Participation is agreed at the outset. It may include the executive director, board chair, senior staff, trustees, and selected stakeholders whose perspective can materially improve the work.
Organizations often reach out when
- A capital project, land acquisition, or endowment goal is under discussion
- Annual giving or membership revenue has flattened
- The organization depends heavily on one or two funders
- A campaign was launched and momentum has stalled
- Development staffing has turned over or is newly created
Investment and payment
Beginning at $12,500
Focused Consulting Engagement
Every service can begin as a Focused Consulting Engagement at $12,500, with a defined assignment, deliverables, timing, and fixed fee established in the written proposal. Broader work may be structured as an Organizational Strength Review or Integrated Strategic Direction when the need spans multiple areas.
Every assignment considers connections across the whole organization. Detailed work stays focused on the areas agreed in scope. Range drivers include interviews, board participation, sites, and specialist responsibilities. Travel or specialist expenses are included only when agreed in the proposal.
For larger engagements, the standard schedule is 40% on booking, 30% after the evidence and listening stage, and 30% on delivery. The final schedule is stated in the written proposal.
Major fixed-fee engagements include eight hours of implementation counsel during the 90 days following delivery.
Questions
Before you decide
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Start a conversation
Bring the decision in front of you.
A complimentary 30-minute conversation helps establish the situation, fit, and a sensible next step. Detailed analysis and written recommendations begin with a paid engagement. Every engagement is principal-led; appropriate collaborators are added when the scope calls for specialist expertise.
Related: Organizational Strength & Assessment, Participant Experience & Access, Brand, Communications & Public Trust
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