Fundraising & Campaign Strategy
Customized Fundraising Strategy
Built for Real Life.
We take time to understand your fundraising history, test assumptions, and assess what’s in place— so we can build a strategy that fits your organization and follow it through to implementation.
When goals outpace systems, staffing, or pipeline, we name the gaps first, set strategy grounded in reality, and help you move forward with clarity and confidence.
Fundraising today is complex. Even strong organizations hit plateaus—campaign momentum slows, major gifts don’t convert, annual giving slips, and teams get stretched thin. Often the issue isn’t effort. It’s clarity around priorities, expectations, and what needs to change to move forward.
We’ve spent more than 25 years inside advancement—leading teams, building programs, and running campaigns—so we understand what tends to break and what actually fixes it. Our guidance is grounded in experience and shaped by what organizations can realistically support.
What We Do
Best practice–led strategy for campaigns, donor engagement, and clear priorities—grounded in what your organization can truly support.
Campaign Strategy & Counsel
From early planning and feasibility through the public phase, we help you set the right target, strengthen your approach to major gifts, and maintain momentum throughout the life of a campaign.
Readiness, Gaps & Prioritization
We begin by understanding your fundraising history and testing assumptions—what’s worked, what hasn’t, and where there’s opportunity to expand your donor universe. From there, we help you prioritize the work, sequence efforts, and align expectations around what’s realistic now.
Annual Fund & Donor Engagement Strategy
We help strengthen donor retention and engagement, refine messaging, and build a sustainable approach that fits your team’s capacity—not just a plan that looks good on paper.
Our Approach
Thoughtful assessment, clear recommendations, and support through follow-through.
Step 1: Learn What’s in Place
We start by understanding your fundraising history, goals, leadership dynamics, staffing realities, and past performance. If a campaign isn’t realistic—or if the real issue is structure or capacity—we’ll say so.
Step 2: Identify Gaps & Prioritize
We identify planning gaps, pressure on donor attention within a crowded philanthropic space, and infrastructure or staffing constraints—then focus on the few moves that will most effectively expand your donor universe and advance momentum.
Step 3: Build the Roadmap
We develop a practical, sequenced strategy with clear priorities and ownership—so your team knows what to focus on now, and what can wait.
Step 4: Support Implementation
We stay engaged as the strategy is put into action—supporting leadership, adjusting as conditions change, and helping ensure the work moves forward.
Want to Talk It Through?
If you’re considering a campaign or rethinking your fundraising strategy, we’re happy to talk through what’s realistic and what’s next.
Start the ConversationOr call directly: 978-621-4638