Our Services

We swiftly answer SOS signals from nonprofit CEOs,
board members, and fundraising leaders who lack the capacity,
time, or talent to fully realize their mission and/or hit revenue goals.

How We Can Help

Fundraising and Governance Counsel

Fundraising and Governance Counsel

Revenue Strategy ● BoardSource certified Board Training ● Governance Counsel ● Succession Planning ● Organizational Structure ● Board and Committee Recruitment, Onboarding, Cultivation, and Offboarding ● ED/CEO Evaluation ● Board Assessments and Recommendations

Campaigns

Campaigns

Comprehensive Campaigns ● Capital Campaigns Endowment Campaigns ● Annual Campaigns Year End Campaigns ● Giving Day Campaigns Restricted Campaigns ● Growth or Expansion Campaigns ● Campaign Committees and Volunteer Engagement ● Registered Fundraising Counsel

Fundraising Systems

Fundraising Systems

Fundraising Assessment and Recommendations Donor and Donation Data Analysis ● Fundraising CRM ● Fundraising and Performance Metrics Fundraising Roles and Team Structure ● Revenue Metrics ● Fundraising Dashboards ● Best Practice Fundraising Processes ● Fundraising Meeting Structures ● Revenue Tracking ● Fundraising Project Management

Interim Leadership

Interim Leadership

Executive Director ● CEO ● Chief Development Officer ● Principal Gifts Officer ● Campaign Director ● Chief of Staff ● Staffing of Board Chair, Committees, or Committee Chairs

Fundraising Training

Fundraising Training

Donor Cultivation ● Donor Stewardship ● Board Fiduciary Duties ● Board Committees ● Board Fundraising ● Best Practice Boards ● Development 101 ● Donor Personas ● Teambuilding ● Best Practice Solicitation Techniques ● Designing and Executing Campaigns ● Fundraising Planning

Our Impact

Jane Goodall Legacy Foundation

Jane Goodall Legacy Foundation

Geneva, Switzerland

Starting in 2020, we fulfilled the role of Executive Director of this Swiss based foundation on a fractional, contract basis. Reporting directly to founder Jane Goodall and in partnership with the Jane Goodall Legacy Foundation board, we built and executed a plan to raise $150 million in endowed funds to ensure her legacy continues beyond her lifetime. We implemented best practices in governance and ran multiple board meetings per year, including an annual two-day board meeting in Europe. We also recruited over 30 global leaders to the foundation’s Council for Hope, to help fulfill our mission and serve as peer solicitors and champions. We successfully built up the foundation enough so that a full-time, European based Executive Director could take the reins from us in Summer 2024.

All Stars Project Inc.

All Stars Project Inc.

New York, NY

Starting in 2022, we have been working for Chief Development Officer Jenny Zak at All Stars Project as her Fundraising Counsel. This includes being a trusted thought partner to her as her role and her staff have increased alongside ambitious fundraising goals. We have helped Jenny navigate a CEO transition and kick off the public phase of a new, multi-year $150 million growth campaign. At any given moment, our work might include training her staff across the country on fundraising best practices, creating persuasive campaign documents, proposals, and collateral for external use, conducting research on potential new revenue generating strategies for the organization, connecting her to fellow subject matter experts, or creating customized cultivation, solicitation, or stewardship strategies for Principal Gifts prospects.

Decorative wave