strategic planning and assessment
strategy that turns vision into action
We dig under the hood to understand your goals, gaps, and growth levers—then build a 12+ month Strategic Fundraising Plan tailored to your needs. We turn your fundraising goals into a clear, numbers-backed plan. You’ll know what to raise, when to raise it, and exactly how to get there—with team roles, key milestones, and performance indicators locked in. You can implement it with your team or partner with us to execute.
The Impact: Your team gains clarity, coordination, and confidence—so you can stop guessing and start growing
what this looks like?
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Audit of your pipeline, strategy, messaging, and systems scored across Fundraising Health Indicators.
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12-month roadmap with tactics, KPIs, and team roles.
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How much to raise, when, and from where—aligned to financial needs.
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Visual donor pyramid tied to your goal, showing what size gifts and how many.