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Plan

Strategy with a spark!

Great fundraising strategy isn't a template you download; it's a fresh read on your specific situation and a clear path forward. I bring new ways to inspire giving and the strategic eye to know which ones will actually move the needle for you. We'll find your highest-leverage opportunities, and map the route from where you are to where you want to be.

Strategic and Vision Plans

Turn your mission into action (and inspiration!) when you build a vision statement and strategic plan

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  • Survey key stakeholders

  • Convene leadership

  • Identify and prioritize goals

  • Clarify staff and volunteer roles

  • Provide tools for managing progress 

  • Instill organizational and team buy-in

Strategic Fund Development Plans

One of the most critical investments you can make is crafting a plan for your fund development efforts. 

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  • Build strategies and tactics

  • Create timelines and budgets

  • Clarify staff and volunteer roles

  • Provide tools for managing progress 

  • Instill organizational and team buy-in

Board of Directors Governance Plans

Build an annual operational plan tied to vision and rooted in good governance for and with the Board of Directors.  

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  • Build an annual calendar of events, actions, and deliverables

  • Provide training on board roles and responsibilities

  • Review key documents

  • Create systems for identification and onboarding of new members

  • Get your committees organized and inspired

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