Monthly Advisory Retainer | 3–6 Month Minimum Engagement

Who Is it For: 

This coaching partnership supports executive directors and development leaders managing fundraising alongside other responsibilities. We collaborate to build a realistic fundraising plan, strengthen donor strategy and outreach, and implement simple systems for more consistent, confident fundraising.

You might be ready if: 

• Fundraising feels reactive and driven by deadlines rather than a clear plan. 

• You rely on a small number of funders and want to build a more diverse, sustainable base of support.

• Your executive director or development lead would benefit from a strategic partner who brings experience, accountability, and perspective.

What's Included

• Biweekly virtual coaching sessions with your executive director and/or development lead.

• Email support between sessions.

• Shared tools such as fundraising plan templates, donor pipeline trackers, and activity dashboards.

• End-of-engagement deliverables, which may include a written fundraising strategy, an annual calendar, and a capacity-building roadmap.

Defined Project | 8–10 Weeks

A focused engagement to step back from day-to-day urgency and design a clear revenue strategy. We assess your current fundraising, clarify your case for support, set priorities, and map out a practical 12–24 month fundraising roadmap aligned with your programs and capacity. This is the right starting point if you want to see how we work together before committing to a longer engagement.

You might be ready if: 

• You have been fundraising by instinct and need a written strategy.

• You want to identify and prioritize your top prospective donors or funding partners.

• Your board is not yet engaged in fundraising and you want a clearer path forward.

What’s Included: 

• Discovery sessions with leadership, development staff, and, where appropriate, board members.

• Review of current revenue streams, donor data, and fundraising materials.

• A concise fundraising strategy and calendar.

• A prioritized prospect list with research profiles.

• Outreach coaching and a board engagement plan for fundraising.

• A post-engagement check-in call.

Monthly Embedded Leadership Retainer | 10–15 Hours/Week | 6–12 Month Minimum Engagement

This embedded leadership partnership is for nonprofits that need hands-on fundraising implementation, not just strategy. It is designed for organizations without a full-time development leader or for executive directors who handle fundraising alongside many other responsibilities and need a seasoned partner in daily operations.

You might be ready if:

You have a fundraising plan, but struggle to consistently execute outreach, follow-up, and relationship-building.

You are in a transition period such as a leadership change, growth phase, or capital initiative and need interim fundraising leadership to stabilize and strengthen your revenue.

You want senior-level fundraising capacity, but are not ready to hire a full-time development director.

What’s included

Ongoing fractional fundraising leadership embedded 10–15 hours per week in your organization’s development work.

Weekly working sessions focused on donor outreach, proposal development, prospect follow-up, and revenue forecasting.

Support strengthening systems like donor pipelines, stewardship processes, and simple activity dashboards to track progress over time.

Strategic guidance on board and leadership engagement in fundraising, including meeting preparation, talking points, and follow-up plans.

Coordination with your existing staff, consultants, and partners to keep fundraising activities aligned, efficient, and grounded in your organizational goals.

Light-Touch Monthly Advisory Retainer | 2 Hours/Month | 3–6 Month Minimum Engagement

This light-touch advisory partnership is for nonprofit leaders who want a trusted thought partner and practical fundraising guidance without full coaching or embedded engagement. It is ideal if you are comfortable leading fundraising but want regular strategic check-ins, quick input on decisions, and simple tools to stay focused.

You might be ready if:

You mostly have a plan, but want periodic outside perspective on opportunities, risks, and priorities.

You are navigating specific fundraising questions (prospect strategy, case for support, board engagement) and prefer concise, focused guidance each month.

You want a structured way to stay accountable to your fundraising goals while keeping the time commitment manageable.

What’s included

One 2-hour advisory call per month focused on your most pressing fundraising questions, decisions, and opportunities.

Email support between calls for quick feedback on donor outreach, proposals, and time-sensitive decisions.

A simple shared dashboard to track key fundraising activities, prospect movement, and next steps so you can see progress at a glance.

Investment

Advisory Hour retainers typically range from $1,500–$2,000 per month depending on your specific needs and the level of email and dashboard support you require. This engagement is a flexible, lower-touch option for nonprofit leaders who want targeted guidance and accountability alongside their existing fundraising work.

Defined Project | 6–8 Weeks

This focused advisory engagement supports donors and families seeking a more intentional, values-aligned approach to giving. We clarify your priorities, assess alignment in your current giving, and create a practical framework for confident, purposeful philanthropic decisions.

You might be ready if: 

• You give generously each year, but want a more coherent strategy than one-off requests and reactive decisions.

• You are new to structured philanthropy and want to build thoughtful giving habits from the beginning.

• You want stronger due diligence and clearer priorities without over complicating the process.

• You want family philanthropy to feel more grounded, collaborative, and meaningful.

What’s Included: 

• Deep-dive conversations to clarify your values, giving history, and goals.

• Research on priority issue areas and opportunities aligned with your interests.

• A gap analysis of current giving compared with your stated values and priorities.

• A written giving framework and annual giving plan to guide future decisions.

• For many clients, this engagement becomes the foundation for longer-term advisory support as new opportunities, questions, and relationships emerge over time.

Monthly Retainer | 6-Month Minimum Engagement

This long-term advisory partnership supports donor families and family offices seeking a trusted partner to guide disciplined, responsive, and thoughtful giving. We assist with both strategy development and ongoing implementation through real decisions, relationships, and learning.

You might be ready for this if:

• You already have a giving strategy and want support with execution, refinement, and follow-through.

• Your philanthropy is expanding, and you want help evaluating new opportunities and conducting due diligence.

• You want to strengthen relationships with grantees and make your giving more thoughtful and effective over time.

• A new generation is becoming involved, and you want support in creating meaningful participation and alignment.

What's Included (Base Advisory)

• Two advisory sessions per month.

• Email support between sessions for grant decisions, due diligence questions, and time-sensitive opportunities.

• Quarterly review of your giving portfolio, progress, and learning.

• Annual refresh of your giving priorities and philanthropic plan.

• Introductions to vetted nonprofit organizations aligned with your goals and focus areas, when appropriate.