We help you align your fundraising goals to objectives, strategies, and tasks that will ensure you not only reach but exceed them. Our planning process will build your fundraising calendar to help you move away from scattershot guesswork towards a more focused and strategic approach that secures more major gifts and respects your donor base with thoughtful, segmented outreach.  

We know that clean data is the foundation of an effective fundraising strategy. We ensure that your data is optimized to inform your longer-term planning and allow you to answer any question that you, your trustees, or your donors might have with actionable insight. We also help you build clear reports and can create customized dashboards to help you track progress of your annual fund or other campaigns.

We specialize in helping development teams--particular small ones--operate more efficiently with process documents and training materials based on industry best practices and our deep knowledge of fundraising CRMs. We can help onboard new team members, train your trustees or volunteer fundraisers, or just ensure your team is running like the well-oiled machine it could be.