Services
Six ways we help. One standard of candor.
Every engagement is scoped to your situation and led personally by our principal. Most clients start with a study or an assessment, because the honest starting point is knowing where you stand.
Feasibility Studies
Test your campaign before you announce it. A minimum of 40 confidential interviews with the donors, board members, and community leaders whose support will decide the outcome, plus a readiness review against 15 development benchmarks. You get goal scenarios, a gift range chart, and numbered recommendations your board can act on.
How a study works →Campaign Counsel
Senior strategy and project management beside your team for the life of the campaign, on a monthly retainer. Solicitation planning, cabinet support, materials review, and pipeline discipline. Your staff runs the campaign and keeps the capability when it ends.
What counsel includes →Development Plans
A comprehensive plan for your entire fundraising program: revenue goals by stream with the math shown, strategy for each channel, a 12-month calendar, staffing and budget, and a scorecard that tells you every week whether it's working.
See the deliverable →Board Assessment
An honest, benchmarked read on how your board governs, gives, and opens doors, built on a leading assessment framework. Includes a facilitated board session and a roadmap that meets every member where they are.
What we assess →Strategic Planning
Planning built for execution: sharp priorities, quarterly goals, a scorecard, and a meeting rhythm that keeps the plan alive after the retreat ends. Includes merger and partnership exploration for organizations weighing a combination.
Our approach →EFos Training
The Engagement Fundraising Operating System, delivered by a signed EFos consultant. A donor-driven discipline for qualifying supporters, engaging them on their timing, and building caseloads that produce major and legacy gifts.
About the training →How an engagement starts
A 30-minute call
You describe the situation. We give you an honest read on whether we can help, and whether now is the time. No pitch deck.
A written proposal within one week
Scope, timeline, deliverables, and a fixed fee or retainer. Because we carry no big-firm overhead, our pricing consistently comes in below national firms doing comparable work.
Work led by the principal, start to finish
The person you meet on the first call is the person who conducts your interviews, writes your report, and sits with your board.
Not sure where to start?
Bring us the problem, not the service name. The first call is for figuring out what you actually need, and we'll tell you if the answer is nothing.