Start 2027 with a Donor Plan and a Board Ready to Ask.
No Plan? Hesitant Board? Fix Both This Winter.
You know your organization can raise more in 2027, but two things keep getting in the way. There’s no clear major donor strategy, and your board gets nervous when it’s time to ask for money.
We fix both before the new year gets busy. Jumpstart your fundraising, train your board, or do both for a stronger 2027. We’re booking for January. Book a call by December to save your spot.
Option 1: The Fundraising Jumpstart
Your team works hard every day to build relationships and move your mission forward. But in the day-to-day, it’s nearly impossible to step back and ask the bigger questions: Who are your hidden gems? What’s resonating with donors? Where are you leaving opportunities on the table? In 9–12 weeks, we answer them.
What’s included:
Wealth screening of up to 250 current and lapsed donors through our Kindsight/iWave partnership, including political givers who may support c4s and PACs
A communications review of your appeals, stewardship pieces, newsletters and email: what’s working, what’s missing and where to strengthen relationships
Your choice of a year-long major donor plan or a case for support
A recommendations report on your strengths, growth opportunities and hidden-gem donors with untapped capacity
A full team presentation so your executive director, development and communications staff leave aligned on what comes next
A 90-day check-in. Good plans shouldn’t end up in a folder, so we reconnect to see what’s working and where you need a nudge.
Best for: Organizations that need a strategic reset, or a new development director who needs solid data to build their plan.
Pricing: $15,000 (9–12 weeks)
Option 2: Board Fundraising Training
Board afraid to ask for money? Our three-workshop series turns hesitant board members into confident fundraisers with practical, relationship-first skills.
Unpacking Our Money Narratives: Board members name the money beliefs that make them shrink from the ask, then choose a truer story to carry into their next one.
Moves Management for Busy Board Members: Members map the relationships in their networks, set clear goals for each ask, and build a plan that fits their schedule.
The Power of a 1:1 Meeting: Members learn to lead relationship-first conversations that uncover a donor’s “why” and set up a stronger ask.
Pricing: $4,500 for the three-workshop series
Option 3: Jumpstart + Ongoing Coaching
Months 1–3: Build the plan
Complete the full Fundraising Jumpstart
Screen 200 donors and grade your fundraising
Build your major donor plan or case for support
Months 3–12: Put it to work
1:1 coaching with bi-weekly executive director check-ins
Flexible support hours each month for your team
Thought partnership as your staff carries out the plan
Best for: Teams with staff who need senior expertise to launch, then steady support to follow through. We guide, and you execute.
Commitment: 6–12 months
Frequently Asked Questions
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Choose the Jumpstart if you need a clear donor strategy. Choose board training if your board hesitates to ask. Choose Jumpstart + Ongoing Coaching if your staff wants senior support while they carry out the plan.
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Yes. Many teams pair them so the plan and the board are ready at the same time. We’ll map out the timing with you on your discovery call.
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We’re booking engagements that start in January 2027. Book a call by December to save your spot.
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The Fundraising Jumpstart is $15,000 and takes 9–12 weeks. Board training is $4,500 for the three-workshop series. Jumpstart + Ongoing Coaching runs 6–12 months, and we’ll scope it with you on your discovery call.
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We screen 200 of your donors through our iWave partnership, so you can see who has the capacity to give more and who to ask first. You get the insights without paying for an annual iWave contract.
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Access to your donor data, ideally the last five years of giving, plus time with your executive director and key staff. For board training, we need your board members in the room for all three workshops.
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No. We build your strategy, research your prospects and prepare you for each meeting, so you walk in ready to lead the conversation and make the ask.
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Book a call. We’ll learn about your goals on a discovery call, then send a proposal with the right option and timeline for your team.
Looking for Something Else?
Need more hands-on support? A Fractional Development Director joins your team for 12 months. We also offer wealth screening, grant writing and campaign support.