Clarity-driven services for planning, alignment, and philanthropic impact.
Services for Nonprofit Organizations
Annual Fundraising Plan
The Problem:
Leadership is reacting to opportunities, staff are stretched thin, and there is no data-informed plan guiding priorities or activity.
How It’s Solved:
I design a realistic annual fundraising plan grounded in your staffing, donor base, calendar, and leadership capacity.
What You Leave With:
A 12-month fundraising plan tied to real capacity and data
Revenue goals by source (not wishful thinking)
Clear leadership, staff, and board roles
A plan your team can execute without constant outside support
Cost: $5,000
EOYA Strategy & Execution
The Problem:
More than 30% of annual charitable giving happens in December, yet many organizations leave significant revenue on the table due to rushed or under-planned appeals.
How It’s Solved:
We design and facilitate a focused end-of-year appeal grounded in data-driven segmentation, clear messaging, and targeted outreach.
What You Leave With:
A clear end-of-year appeal strategy and timeline
Defined donor segments and messaging approaches
Drafted appeal language (as appropriate)
Phone banking training and facilitation
A repeatable structure you can use year after year
Cost: $10,000
Grant Readiness & Narrative Infrastructure
The Problem:
Organizations often feel like they’re starting from scratch with each grant application, often without a clear understanding of what funders are truly seeking.
How It’s Solved:
We build a grant-ready narrative system that aligns programs with funder priorities and shortens future application timelines.
What You Leave With:
A grant language library
Drafted boilerplate narrative sections
Program-to-funder priority crosswalk
A system that reduces time and friction in future applications
Cost: $10,000
Succession & Governance Planning
The Problem:
Leadership transitions often feel risky, unclear, and destabilizing—especially when they occur without preparation.
How It’s Solved:
I help organizations prepare for leadership change before crisis forces it.
What You Leave With:
Succession scenarios and decision frameworks
Clarified governance roles and authority
Reduced organizational vulnerability
Interim executive support, if needed
Cost: $10,000
Capital or Growth Campaign Strategy
The Problem:
Leadership is managing daily operations while also trying to plan and fund a major capital or growth initiative—often without the time or structure required for success.
How It’s Solved:
We coach leadership through campaign readiness, strategy, and sequencing—without overbuilding or overpromising.
What You Leave With:
A capital or growth campaign roadmap
Campaign structure and gift strategy
Ongoing partnership and coaching, if appropriate
Cost: Varies
Board Retreat & Strategic Planning Facilitation
The Problem:
Many organizations think they have a strategy, when what they actually have is a mix of priorities, instincts, and legacy commitments pulling in different directions. Boards and leadership work hard without shared clarity about what to pursue, what to stop, and what success truly looks like.
How It’s Solved:
We facilitate structured board retreats and planning sessions that surface real issues, drive clear decisions, and result in a usable plan.
What You Leave With:
A facilitated retreat with clear objectives
Documented decisions and priorities
A focused, actionable strategic plan
Cost: Varies
Landscape & Power Analysis
The Problem:
Organizations are often forced to make high-stakes decisions without a full understanding of the forces shaping their success—political dynamics, funding relationships, informal power structures, and competitive pressures.
How It’s Solved:
We conduct focused landscape and power analyses to inform strategy and positioning.
What You Leave With:
A written landscape and power analysis
Key risks and opportunities identified
Clear strategic implications
Better-informed, more confident decisions
Cost: $7,500
Executive Coaching
The Problem:
Leadership is high-stakes and isolating. Many executives carry enormous pressure without space to think clearly or a trusted, unbiased thought partner.
How It’s Solved:
We provide direct, situational executive coaching tailored to real-time challenges.
What You Leave With:
Stronger decision-making confidence
A trusted thinking partner
Reduced leadership burnout
Cost: $175 per hour
Services for Political & Issue Based Organizations
Coalition Development & Alignment
The Problem:
Many coalitions exist on paper, not in practice. Partners are loosely connected, misaligned on goals, and unclear on how decisions are made or work gets done.
How It’s Solved:
We facilitate coalition alignment around shared goals, power dynamics, and clear decision-making structures.
What You Leave With:
A clear coalition purpose and structure
Defined leadership and decision pathways
Agreed-upon priorities and partner roles
Reduced friction and increased collective impact
Cost: Varies
Call Time Program Design
The Problem:
Candidates and leaders often avoid call time, and staff or volunteers struggle to manage it effectively. As a result, organizations fail to raise the funds needed to execute their work.
How It’s Solved:
We design call time programs centered on strong systems, practical coaching, and approaches that make the work sustainable—and even enjoyable.
What You Leave With:
A call time structure tailored to the candidate or leader
Clear call goals, tracking tools, and scripts
Staff and volunteer workflows that support consistency
A sustainable call time habit that actually gets done
Cost: Varies
Services for Family Foundations & Donor Advised Funds
Philanthropic Vision & Values Mapping
The Problem:
Many philanthropic efforts are well-intentioned but lack a clear through-line. Giving decisions are often reactive—driven by requests, relationships, or moments in time—rather than a shared vision of impact. Values may be deeply held, but remain implicit, making it difficult to explain or defend decisions.
How It’s Solved:
I help donors clearly articulate and organize their philanthropic values to guide giving with intention.
What You Leave With:
A documented philanthropic vision
Clarified values and funding priorities
A shared decision-making framework
Alignment across family members or advisors
Cost: $3,500
Grantee Vetting & Grantmaking Systems
The Problem:
As giving grows, grant decisions become slower and less consistent. Due diligence varies, criteria shift, and decisions can feel subjective—creating friction and making it harder to explain outcomes.
How It’s Solved:
I build clear, repeatable grantmaking systems that bring consistency, transparency, and efficiency to decision-making.
What You Leave With:
Grantee vetting criteria and evaluation tools
A structured grantmaking workflow
Decision documentation frameworks
Reduced friction and clearer outcomes
Cost: $10,000
Giving Strategy & Portfolio Design
The Problem:
Many funders give generously, but without a cohesive strategy guiding how individual grants work together. Over time, giving feels scattered, impact is hard to measure, and resources are not leveraged as effectively as they could be.
How It’s Solved:
We design intentional giving strategies and portfolios aligned to values, goals, and desired impact.
What You Leave With:
A defined giving strategy
A balanced, cohesive grant portfolio
Clear focus areas and boundaries
Greater impact per dollar invested
Cost: $5,000