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Services

Six disciplines. One team running them together.

We staff an engagement with the elements your goal actually needs, and shift our approach as the goal moves.

01

Prospect Research & Pipeline Creation

Named, rated and ready to solicit. We screen your current donors, map the networks around your board, and hand back a pipeline with capacity ratings and a first-move recommendation on every name.

Deliverables — screened donors, rated prospect list, network maps, move management plans
02

Competitive Analysis & Donor Messaging

We read what your funders are reading from everyone else in your field, then rebuild your case so it doesn't sound like the other twelve proposals on their desk.

Deliverables — landscape analysis, positioning, case for support, message architecture
03

Major Gifts & Campaigns

Solicitation strategy, detailed cultivation plans, gift pyramids and the weekly discipline to adhere to them. We sit in the meetings and hold the plan when the year gets loud.

Deliverables — gift pyramid, solicitation strategies, campaign plan, cadence and reporting
04

Foundation & Corporate Outreach

Warm paths into institutional funders instead of another cold letter of inquiry. We find who already knows you and build the sequence from there.

Deliverables — funder lists, grant calendar, LOI and proposal support
05

Grant Writing & Communications

Proposals that survive a program officer's second read: clear theory of change, honest numbers, and a budget narrative that matches the solicitation.

Deliverables — LOIs, full proposals, budget narratives, reports, appeal copy
06

Training, Coaching & Recruitment

Live-action solicitation training for staff and trustees — and, when the program is ready to stand on its own, help hiring the person who will run it.

Deliverables — training sessions, written feedback reports, board coaching, search support
Process

How an engagement runs

Every engagement is scoped to a goal and ends with a handoff.

1

Diagnose

Four to six weeks immersed in your data and your board. We get to the heart of your operations.
2

Explore

We test the avenues you haven't tried, including the ones that look unlikely on paper.
3

Prove

The team runs what works until it produces revenue you can put in a budget.
4

Transition

Documented, trained and handed to your staff — or to the person we help you hire.
Free assessment

How healthy is your fundraising program?

Twelve questions, five minutes. No call required.

Clients

Organizations we have served

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