Workflow

We design fundraising programs that people are glad to run and proud to support.

Our service lines form a workflow that includes training in the essence of philanthropy, understanding your constituents’ needs, articulating inspiring and fundable goals, and designing campaigns that make those goals reality. Each step builds on the last, forming a coherent approach to fundraising that is both effective and deeply aligned with your mission.

Alignment: Principles of Servant Fundraising

Fundraising training often focuses on the ask — how, when, how often, how to meet dollar targets, how to “move” donors to higher levels of giving. We start with people.

Our training introduces the principles of servant fundraising: a model that treats philanthropy not as persuasion but as alignment between a donor’s values and your mission. Instead of transactional relationships and constant pressure to perform, you build a program rooted in clarity, trust, and shared purpose. The result is a fundraising campaign that is joyful for you to run — and meaningful for your donors to support.

Insight: Knowing Your Community

We develop a deep understanding of what your stakeholders value and how your organization can best serve them.

What do your constituents truly need, and where does your work have the greatest beneficial impact on their lives? We’ll help you identify your programs and assets – both current and future – best aligned with those needs.

Strategy: A Plan that Works

Your non-profit’s strategic plan should do more than describe your organization—it should clarify why your mission matters and what your supporters are excited to invest in.

We meet you where you are. We can help you create a strategic plan from scratch or distill the elements of your existing plan relevant to the project you’re undertaking, articulating a vision for your campaign that is grounded in impact. The result is a strategy your team uses, your supporters understand, and your donors are motivated to fund.

Activation: A Team Effort with Your Donors

We help you turn the strategy into reality by respecting and engaging your donors as partners in your mission.

With the insights about your community and the strategy for your organization as a guide, we identify what can be realistically supported through a well-crafted fundraising effort and a bold vision for your future. Whether you are growing membership, supporting specific programs, building long-term sustainability, or launching a capital campaign, we will help you align meaning, feasibility, and impact. The result is a fundraising program that fits your organization, resonates with your supporters, and sustains itself over time.

Contact Us

We create a unique scope and structure for every client. We’ll work with you to define a timeline and level of engagement that meets your objectives and your budget. Depending on your needs, you may work primarily with Jeff, primarily with Lisa, or with both of us. In every case, we approach our work not as vendors providing a service, but as partners working alongside your organization to help you succeed. Tell us a bit about yourself and your organization by filling out the form below. We’d be happy to schedule a free consult to see how we can help.

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Learn more about our book, Servant Fundraising, and purchase it here.