Fundraising Consulting Services


Reach for your 7 and 8-figure annual fundraising goals through a customized engagement. You’ll get concrete recommendations and a detailed plan that pave the way for higher results in major gifts, annual fund, grants, and corporate sponsorships.


Many clients begin with a comprehensive fundraising assessment to fully understand their current Development landscape. We examine the donor pool and historic donor data, review staff capabilities, interview internal and external key stakeholders, understand the tech stack, and explore highlights and gaps in current fundraising tactics.

1. Fundraising Assessment

fundraising consultants Sarah and Corey Jackson

2. Findings and Recommendations

Next, we create a detailed findings and recommendations report explaining the fundraising assessment discoveries and detailing the operational and strategic changes most likely to elevate the organization’s fundraising results.

Findings and recommendations report for fundraising consulting

3. Annual Development Plan

Using the assessment and the report as a foundation, we craft annual Development plans with concrete fundraising goals, strategies, tactics, staff responsibilities, and infrastructural changes to implement.

Annual fundraising plan charts

4. Coaching

With this thorough process completed, most clients continue to partner with us through a monthly coaching retainer so that we can assist with implementing the recommendations.

Fundraising consultants coaching staff - you got this