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Fundraising Strategy and Planning. Case for Support. Nonprofit Board Development.


  • Fundraising Assessment and Strengths:
    I'll evaluate your existing fundraising operation and administration, and identify your organizational strengths and areas to build on.

  • Fundraising Development Strategy and Plan:
    I will create a growth-focused fundraising strategy based on your organizational strengths and assets, the culture of philanthropy, and donor base. 

  • Fundraising Case for Support:
    I'll work with you to build a compelling case for fundraising support of your mission and flagship programs. Identify and communicate your needs and fundraising opportunities.

  • Board and Leadership Training and Engagement:
    I will design and facilitate board and leadership retreats and planning meetings. I'll coach and train volunteer and professional leaders in fundraising, governance, nonprofit best practice, and how to create a culture of philanthropy as a leader. 

Fundraising Campaign Feasibility Studies, Online Fundraising Campaigns


  • Capital Campaign and Major Gifts Campaign Feasibility/Planning Studies:
    I will partner with you to conduct feasibility studies for your fundraising campaign, e.g. your capital campaign and major gift campaign, and build a compelling and urgent Case for Support for your fundraising campaign.


  • Capital Campaign Planning and Implementation: 
    I'll work with you to design a capital campaign plan and guide you through the implementation, including the leadership/quiet phase of the campaign as well as the public campaign phase.

  • Online Fundraising Campaigns:
    I'll create an effective online fundraising campaign, and leverage matching gifts and peer-to-peer fundraising opportunities to generate philanthropic income.

Major Gifts, Individual Giving, Donor Surveys, Prospect Research, Major Gifts Prospect Indentification


  • Major Gifts Strategy:
    I will recommend donor-centered solutions and strategies for launching or expanding your major giving program or major gifts campaign.

  • Major Gifts Donor and Prospect Cultivation, Engagement and Stewardship:
    I will work with you to design a donor-centered and personalized cultivation experience to engage your prospects and donors in meaningful ways before the Ask, and to steward your donors after the gift. ​

  • Prospect Research /
    Wealth and Capacity Screenings:

    I'll conduct in-depth prospect research and wealth and philanthropy screenings to identify major gift donors and prospects and develop a customized donor cultivation strategy.


  • Web Surveys: 
    I will design customized and purposeful online donor-centric surveys to ramp up fundraising efforts through this we will identify major gifts prospects and engage donors, members, alumni, and board members. 
    Click here to learn more about web surveys.

Foundation Strategy is a team effort and partnership with the funder.


  • Foundation Priority Setting & Strategy:
    I will partner with you to develop a strategy for gaining funding for your overall mission as well as specific programs.

  • Funder Identification:
    I'll research and evaluate potential institutional funders, both foundations, and corporations for your organization and its programs.

  • Foundation Grant and Proposal Guidance:
    I will review and guide revisions of grant proposals and prepared by your team. 
    ​I'll also coach and guide your staff on fulfilling reporting requirements and cultivating positive ongoing relationships with funders.

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