Advancement Strategy & Fundraising Development
Major Gift Program Development
Build a major gift program that inspires meaningful investment and advances your mission.
Assess your current fundraising landscape, identify your highest-potential prospects, and design a practical yet aspirational program tailored to your organization’s capacity. From case development to portfolio structure, solicitation strategy, and staff coaching, we help you create a program that drives transformational philanthropy—not just annual revenue.
Donor Engagement & Retention Strategy
Strong relationships are built through intentional, consistent stewardship.We develop donor engagement plans grounded in authenticity, clarity, and organizational values. Whether you need to refresh your stewardship program, strengthen communication flows, or increase donor retention, we help you deliver a donor experience that earns long-term trust and loyalty.
Sustainable Revenue Growth Planning
Sustainable fundraising requires clarity, focus, and alignment across your organization.We partner with your leadership to create multi-year revenue strategies that integrate annual giving, major gifts, special initiatives, and donor pipeline development. You’ll receive a roadmap that balances ambition with operational feasibility—designed to strengthen margin, diversify revenue, and support steady growth.
Prospect Development & Portfolio Optimization
Research & Qualification
Make informed decisions with clear, actionable prospect intelligence. We combine data-driven research, industry insights, and years of advancement experience to help you identify, qualify, and prioritize donors with the greatest capacity and inclination to give. Our process ensures your team invests their time where it will create the greatest impact.
Portfolio Building & Right-Sizing
A well-structured portfolio is essential for major gift success.We create balanced, manageable portfolios tailored to the strengths of each gift officer while ensuring organizational goals are met. Whether you need to build portfolios from scratch or refine existing ones, we help you establish clarity, accountability, and alignment.
Moves Management & Tracking
Transform your engagement efforts into measurable progress. We help you design or refine your moves management system—strengthening tracking practices, activity benchmarks, and pipeline visibility. This ensures that your team stays focused, donors stay engaged, and leadership has the information needed to guide strategic decisions.
Operations, Audits & Systems Integration
CRM Optimization
Your CRM should be a strategic asset—not a frustration.We audit your current system, streamline workflows, enhance data hygiene, and develop user-friendly processes. Whether you’re on Raiser’s Edge, Salesforce, or another platform, we help you get the most out of your technology and ensure your team is set up for success.
Fund Compliance & Policy Audits
Protect donor intent and institutional integrity.We conduct comprehensive audits of endowed, restricted, and current-use funds to ensure compliance with policies, donor agreements, and industry best practices. You’ll receive clear recommendations, updated procedures, and documentation that strengthens internal controls.
Workflow Development
Efficiency and clarity are essential to sustainable fundraising.We map current processes, identify bottlenecks, and implement workflows that improve collaboration across development, finance, academic units, and leadership teams. The result: smoother operations, reduced friction, and a stronger donor experience.
Integration of Annual Fund, Alumni Engagement, Major Gifts & Stewardship
Advancement thrives when all teams work together toward shared goals.We help you integrate functions across your advancement division, building alignment between teams and ensuring consistent communication, shared metrics, and a unified donor journey. This holistic approach increases effectiveness, reduces duplication, and amplifies results.
Your CRM should be a strategic asset—not a frustration.We audit your current system, streamline workflows, enhance data hygiene, and develop user-friendly processes. Whether you’re on Raiser’s Edge, Salesforce, or another platform, we help you get the most out of your technology and ensure your team is set up for success.
Fund Compliance & Policy Audits
Protect donor intent and institutional integrity.We conduct comprehensive audits of endowed, restricted, and current-use funds to ensure compliance with policies, donor agreements, and industry best practices. You’ll receive clear recommendations, updated procedures, and documentation that strengthens internal controls.
Workflow Development
Efficiency and clarity are essential to sustainable fundraising.We map current processes, identify bottlenecks, and implement workflows that improve collaboration across development, finance, academic units, and leadership teams. The result: smoother operations, reduced friction, and a stronger donor experience.
Integration of Annual Fund, Alumni Engagement, Major Gifts & Stewardship
Advancement thrives when all teams work together toward shared goals.We help you integrate functions across your advancement division, building alignment between teams and ensuring consistent communication, shared metrics, and a unified donor journey. This holistic approach increases effectiveness, reduces duplication, and amplifies results.
Strengths Coaching for Leaders & Teams
Executive Coaching (One-on-One)
Leadership is most effective when grounded in self-awareness and authenticity.As a Gallup-Certified Strengths Coach, Nayeli provides personalized coaching that helps leaders understand their natural talents, make confident decisions, and lead with clarity. Sessions focus on practical application, accountability, and sustainable leadership growth.
Division-Wide Strengths Integration
Transform your team culture by helping every member operate from strengths.We offer tailored strengths-based programs for advancement departments, creating shared language, improving collaboration, and boosting morale. This work supports hiring, onboarding, performance management, and team cohesion.
Retreats, Workshops & Staff Development
Bring your team together for meaningful learning and alignment.We design and facilitate interactive retreats and workshops that deepen understanding of strengths, enhance communication, and build trust. Whether you’re launching a strategic plan, onboarding new leaders, or seeking team renewal, we create experiences that move people forward.
Leadership is most effective when grounded in self-awareness and authenticity.As a Gallup-Certified Strengths Coach, Nayeli provides personalized coaching that helps leaders understand their natural talents, make confident decisions, and lead with clarity. Sessions focus on practical application, accountability, and sustainable leadership growth.
Division-Wide Strengths Integration
Transform your team culture by helping every member operate from strengths.We offer tailored strengths-based programs for advancement departments, creating shared language, improving collaboration, and boosting morale. This work supports hiring, onboarding, performance management, and team cohesion.
Retreats, Workshops & Staff Development
Bring your team together for meaningful learning and alignment.We design and facilitate interactive retreats and workshops that deepen understanding of strengths, enhance communication, and build trust. Whether you’re launching a strategic plan, onboarding new leaders, or seeking team renewal, we create experiences that move people forward.
Custom Engagements
Special Projects
For unique challenges or opportunities that require specialized expertise. From campaign preparation to stewardship redesign, prospecting initiatives, data cleanup projects, or grant-focused fundraising needs—our customizable engagements provide targeted solutions with expert guidance.
Interim Leadership Roles
For unique challenges or opportunities that require specialized expertise. From campaign preparation to stewardship redesign, prospecting initiatives, data cleanup projects, or grant-focused fundraising needs—our customizable engagements provide targeted solutions with expert guidance.
Interim Leadership Roles
Stable leadership is essential in times of transition. We offer interim support for advancement, development, or donor relations functions—ensuring continuity of operations and strategic momentum while you conduct a search or restructure your team.
Strategic Planning Support
Strategic Planning Support
Build a roadmap that aligns vision, operations, and organizational capacity. We guide nonprofit leaders through inclusive, data-informed planning processes that result in clear priorities, integrated strategies, and an actionable path forward.
Industry News
These outlets are some of the most prominent in the nonprofit sector. This section is meant to be a link to industry experts and not an endorsement of any particular article, opinion, or approach featured in any of the outlets.
The Chronicle of Philanthropy
The Chronicle of Philanthropy is an independent organization that provides nonprofits and foundations with trustworthy information, actionable insights, analysis, and training, all with the goal of helping sector professionals advance their critical missions.
We are the premier source of fact-based information for hundreds of thousands of people across the social sector who are seeking to stay informed about key issues, learn new approaches that will make them more effective, broaden their perspectives, and accelerate their careers.
Inside Philanthropy
Founded in 2013, Inside Philanthropy was created with a simple goal: to pull back the curtain on one of the most powerful and dynamic forces shaping society. Our team of editors, reporters and researchers dig into how foundations and major donors are giving away their money, and why.
National Center for Family Philanthropy
The National Center for Family Philanthropy is a network of philanthropic families committed to a world that is vibrant, equitable, and resilient. We share proven practices, work through common challenges, and learn together to strengthen our ability to effect meaningful change.
As a trusted partner to philanthropic families, we understand the complexities, challenges, and opportunities of giving together, and we equip families to effectively navigate the changing world. We support family philanthropy decision-makers—including principals, board members, executive leaders, and staff members—by offering signature programs and events, cohort and peer-based learning opportunities, tools and resources, community, and individualized support.
ProPublica
ProPublica is an independent, nonprofit newsroom that produces investigative journalism with moral force. We dig deep into important issues, shining a light on abuses of power and betrayals of public trust — and we stick with those issues as long as it takes to hold power to account.
The NonProfit Times
The NonProfit Times, the flagship publication, launched in April 1987 and reaches more than 36,000 executives of the nonprofit community in print and digital format, ranging from C-Suite executives to directors of fundraising, marketing, social media, and human resources departments to accounting and other financial management decision-makers. Nonprofit sector influencers on all levels turn to The NPT for news, information, and insight that consistently helps them achieve their professional goals.
The Chronicle of Higher Education
The Chronicle of Higher Education is academe’s most trusted resource for independent journalism, career development, and forward-looking intelligence. Since its founding in 1966, The Chronicle has grown to serve millions of educators, administrators, researchers, and policymakers who rely on its insights to lead, teach, learn, and innovate. The Chronicle’s independent newsroom – the nation’s largest dedicated to covering colleges and universities – is home to award-winning journalists and data analysts with a passion for serving audiences with indispensable news and actionable insights on issues that matter.
