Our signature four-week approach

Week 1: Deep Discovery

Asking the Turtle, “What road are YOU crossing and why?”

This discovery is not a traditional development audit, and we don’t arrive with assumptions. Through data and conversations, our nonprofit assessment will help us learn YOUR definition of success. We discover what’s working, what can be improved, and understand your ecosystem through your eyes.

Key activities:

  • Interviews with all stakeholders: staff, donors, board members, community members

  • Data analysis of your current position

  • Learning what you know about your community that others miss

Week 2: Collaborative Strategy

Building on YOUR strengths

Together with your leadership team, we will determine your most significant opportunity for growth and impact. Collaboratively, we will determine the best fundraising and development strategy based on your unique situation.

Key activities:

  • Confirming our understanding of your organization and correcting any misinterpretations

  • SWOT analysis of your development program

  • Discuss strategies and nonprofit planning that honor your reality and will generate growth

  • Set SMART goals for implementation

Week 3: Intensive Training

Skills that fit YOUR culture

We provide training that acknowledges your existing knowledge and builds on your existing strengths. Skill-building that respects your expertise and fills opportunity gaps in your development work.

Potential Key activities:

  • “Your natural donor conversations” - You already speak with passion, you don’t call it fundraising

  • Donor meeting roleplays and nonprofit staff development

  • Aligning program goals with funding goals

  • Board fundraising training

Week 4: Implementation Support

Walking YOUR path together

Development implementation based on the chosen strategies and staff training. Real donor meetings, honest conversations, actual results - all grounded in your vision.

Potential Key activities:

  • Collaborative donor visits and calls, with our team providing real-time support

  • Stewardship calls that inspire donors to continue investing in your work

  • Assist with grant writing in your voice, sharing your goals

  • Fundraising coaching

The Result: Authentic, sustainable growth that meets YOUR goals.

Flexible Consulting Services

Responsive Support Tailored to Your Needs

We recognize that every organization has unique constraints, timelines, and challenges. While our signature four-week program offers comprehensive transformation, we understand that some organizations need focused support on specific initiatives or face time limitations that make an intensive program difficult.

That's why we offer flexible consulting services designed to meet you exactly where you are.

Our Approach to Flexible Engagement

Just as we ask the turtle where it's going before prescribing a path, we start every engagement by understanding your specific needs, capacity, and timeline. Whether you need strategic guidance on a single initiative, hands-on support during a transition, or skills training for your team, we adapt our services to serve your organization effectively.

Available Services

  • Board Development & Training

    Equip your board members with the confidence and skills to actively support fundraising. Our workshops create safe spaces for board members to practice donor conversations, understand their roles, and discover how their unique strengths contribute to development success.

  • Strategic Consultation

    Sometimes you need an outside perspective on a specific challenge or opportunity. We provide focused strategic guidance on donor cultivation approaches, development program assessment, or fundraising planning—tailored to your timeline and decision-making process.

  • Major Gifts Strategy

    Build or strengthen your major gifts program with guidance on prospect identification, cultivation planning, and solicitation strategies that honor your donors' interests and your organization's authentic relationships.

  • Annual Giving Program Development

    Create or overhaul your annual giving approach with systems and strategies designed for sustainable growth. We'll work with you to develop donor communications, giving structures, and stewardship practices that reflect your organization's voice and values.

  • Mission-Focused Donor Stewardship

    Strengthen relationships with current donors through authentic, mission-centered stewardship strategies. We help you create meaningful touchpoints that honor donor investment, share impact stories, and build lasting partnerships—all while staying true to your organization's authentic voice and values.

  • Grant Application Review & Support

    Receive expert review of grant applications before submission, ensuring your proposals clearly articulate your impact and align with funder priorities. We help you tell your story compellingly while staying true to your mission.

  • Interim Development Support

    During staff transitions or capacity gaps, we provide hands-on development support to maintain momentum with donors, manage ongoing campaigns, and ensure your fundraising doesn't stall while you're building your team.

  • Speaking & Staff Training

    We present to your full staff, development team, or leadership on topics including donor-centered fundraising philosophy, aligning program goals with funding strategies, and creating a culture of philanthropy throughout your organization.

  • Campaign Preparation & Planning

    Prepare for a capital or comprehensive campaign with feasibility assessment, case development, and strategic planning. We help you determine campaign readiness, identify leadership prospects, and create realistic goals based on your donor base and organizational capacity—ensuring you launch when positioned for success.

Discovery Conversation

We begin with a complimentary listening conversation to understand your specific needs, organizational context, and desired outcomes.

Collaborative Implementation 

We work alongside your team, providing guidance, tools, and hands-on support as needed. Our goal is always to build your organization's capacity while achieving immediate results.

Flexible Scoping 

Together, we'll determine the right scope of work, timeline, and investment for your situation. Our engagements can range from a single workshop to ongoing advisory support over several months.

Continued Partnership 

After any engagement, we remain available for follow-up consultation as questions arise or new challenges emerge.

Investment

Pricing for flexible services varies depending on the scope, timeline, and organizational needs. We are committed to providing transparent, budget-conscious pricing that accurately reflects the value of our expertise and support.

Contact us for a complimentary consultation to discuss your unique requirements and receive a customized proposal.

Ready to Explore What's Possible?

Whether you're interested in our signature four-week program or need targeted support on a specific initiative, we're here to listen first and then help you determine the best path forward for your organization.

How we work together