Fundraising to Philanthropy Services
Creating Connection Before Contribution Book your Strategy Audit today.
1:1 Coaching w/ Executive Director
The Focus
This is our most personalized track. It begins with a comprehensive Executive Director Evaluation that assesses leadership strengths, mission alignment, and specific areas for philanthropic development.
Ideal For
Leaders ready to enhance their effectiveness in cultivating donors, engaging boards, and advancing a sustainable culture of philanthropy.
The Outcome
A customized development plan that bridges the gap between your personal leadership style and your organization's philanthropic goals.
Board and Executive Director Training
The Focus
An opportunity to align organizational goals and unify leadership around a shared vision for advancing the mission.
Ideal For
Leadership teams seeking to unify around a shared philanthropic vision that supports the organization’s long-term growth and sustainability.
The Outcome
A clear philanthropic framework that defines how the Board and Executive Director work together to support fundraising, steward relationships, and advance mission-driven growth.
6 – week training: The Strategic Foundation
Delivery
Virtual, hybrid, or in-person meetings can occur, based on location.
Ideal For
New Leadership: Organizations with a new ED or Board members who need a baseline in philanthropic best practices. Culture Shifters: Teams looking to pivot from fundraising hustle to a professional "Culture of Philanthropy." Strategic Action: Leaders seeking an evaluation and a structured plan to hit the ground running.
Delivery
A customized development plan that bridges the gap between your personal leadership style and your organization's philanthropic goals.
12- week training expands on the foundational 6-week program
The Focus
This comprehensive program builds on the 6-week foundation and adds an "Action Phase". We move into real-world application, ensuring new strategies yield measurable leadership learning outcomes and sustainable habits.
Ideal For
Agency Transformation. Moving your agency from the exhaustive fundraising mindset toward a strategic philanthropic approach. Leadership Depth: Organizations seeking high-level competency in donor stewardship and transformational relationship building. Long Term Impact: Boards committed to becoming active, confident advocates for the mission.
Delivery
A clear philanthropic framework that defines how the Board and Executive Director work together to support fundraising, steward relationships, and advance mission-driven growth.