OUR PROCESS

How We Build the System Behind Your Fundraising

Not a campaign. Not a one-time consultation. A real, month-by-month build, starting with what you're already doing well and ending with a system that runs whether or not you're in the building.

Book a Funding Strategy Call

STARTS WITH

A Real Assessment

BUILT AROUND

Your Existing Programs

BACKED BY

A $50K Guarantee

The Journey

Three Phases. The First One Runs Several Tracks at Once.

This isn't a strict one-thing-then-the-next sequence. The feasibility study is the foundation, and grant writing, your annual report, and donor communications all start moving during that same window, not after it.

1

The Feasibility Study

We start with real diagnostic work, and get several tracks moving at once.

Up to 25 stakeholder interviews, a review of your current fundraising activity, and real data analysis, run by a dedicated project coordinator so nothing falls through the cracks. While that's happening, three more workstreams are already underway in parallel.

Running in Parallel, Not After

Grant Writing
Toward $150K+ annually
Annual Report
Used as a leave-behind in interviews
Monthly Communications
Mailer and newsletter, on schedule
  • A Development Audit and Funding Gap Report
  • A 12-Month Fundraising Roadmap
  • A Grant Pipeline and 12-Month Grant Calendar, ready to execute
2

Building the Donor System

We build the infrastructure that's been missing.

This is where donor relationships stop living in one person's memory and start living in a system your whole team can run. It usually starts with a gratitude tour, personal thank-you calls to donors who've already given, no ask attached.

  • A real donor tracking system, with giving history and relationship notes
  • A gratitude tour of personal thank-you calls
  • Quarterly acknowledgement letters, with real giving details and tax information
3

Major Gifts and Ongoing Growth

We help you make the asks that actually move the needle.

Once the system is in place, this is where it starts producing results. Real donor solicitations, prepared and specific, not vague appeals, alongside grant proposals that keep moving through the pipeline built in Phase 1.

  • Between 10 and 20 major donor solicitations, executed alongside your leadership
  • Continued grant proposal submissions against the calendar already in motion
  • Ongoing reporting, so you always know where things stand
What This Actually Looks Like

A Real Weekly Rhythm, Not a One-Time Handoff

Weekly
Check-ins to review progress, set priorities, and stay on track together, not a document handed off and left alone.
~4 hrs
A week of your time. Real work, but structured, focused, and never more than what's actually needed.
A Team
A dedicated project coordinator, plus communications, grant writing, and strategy support working alongside your staff.
The Guarantee

We Put Our Own Work on the Line

$50,000

Raised in your first 90 days, or we keep working at no additional charge until we do. That's not marketing language, it's how every engagement is structured.

A Real Example

What This Looked Like for Holman United Methodist Church

During Holman's 3-month feasibility study, grant writing, their annual report, and their monthly mailer and newsletter all ran at the same time as the stakeholder interviews, not after them, coordinated by a dedicated project coordinator alongside their pastor and leadership.

Feasibility Study: Up to 25 Interviews
In Parallel: Grant Writing + Annual Report
In Parallel: Monthly Mailer + Newsletter

See what this process looks like for your church.

A 30-minute call to talk through where you are and what the first phase would actually look like.

Book a Funding Strategy Call
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