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Create a clear, customized roadmap to grow your revenue and deepen donor engagement. The scope of work may include, but is not limited to, the following:
Strategic Fundraising Plan Development
Create a comprehensive, data-informed fundraising plan aligned with your mission, capacity, and growth goals.
Giving Program Design
Develop or refine structured giving programs (e.g., monthly giving, major gifts, giving circles) that resonate with your audience.
Research & Prioritize Prospects
Identify and segment high-potential individual, corporate, and foundation donors based on alignment, capacity, and engagement. Prioritize outreach with targeted strategies to increase conversion and long-term support.
Donor Pipeline Expansion
Diversify and strengthen your donor base by identifying new prospects and deepening engagement with current supporters.
Fundraising Feasibility Study
Assess internal readiness and external support for a major campaign or initiative through stakeholder interviews and data analysis.
Cultivation & Stewardship Systems
Build or enhance systems that support consistent, personalized donor engagement and long-term retention.
Performance Measurement & Reporting
Establish key performance indicators and develop reporting tools to monitor fundraising progress, inform decision-making, and demonstrate impact to stakeholders.
Help you recruit, engage, and activate Board Members as confident fundraising ambassadors. The scope of work may include, but is not limited to, the following:
Board Assessment & Gap Analysis
Evaluate the current Board composition to identify recruitment needs and opportunities for greater diversity, expertise, and alignment.
Board Recruitment Support
Provide hands-on support to attract, engage, and secure new Board Members.
New Member Onboarding
​Support the onboarding process to ensure new Board Members are well-informed, integrated, and ready to contribute.
Board Training & Development
Equip Board Members with the knowledge and confidence to actively participate in fundraising and ambassador roles.
Board Structure & Committees
Establish or reassess governance structures and committee roles to enhance Board effectiveness and accountability.
Board Prospect Research
Identify and vet potential Board candidates who align with your mission, values, and strategic needs
Board Engagement Strategy
Recommend tailored approaches to activate and sustain meaningful Board Member involvement.
Identify the right opportunities, build a sustainable grant pipeline, and strengthen your applications and reports. The scope of work may include, but is not limited to, the following:
Grant Opportunity Identification
Find and evaluate grant opportunities that align with your mission and funding goals.
Grant Reporting Support
Provide guidance on writing clear, timely, and impactful grant reports.
Grant Readiness Assessment
Evaluate internal capacity, materials, and infrastructure to improve competitiveness.
Proposal Review
Strengthen existing proposals to reflect best practices and clearly make the case for support.
Annual Report Development
Ensure your annual report highlights donor impact and communicates organizational success.
Grant Management Systems
Create efficient systems to track deadlines, submissions, and follow-ups.
Funder Relationship Strategy
Identify key funder engagement opportunities and support preparation for site visits or calls.
Facilitate engaging, customized fundraising workshops that will help you better understand fundraising and boost the culture of philanthropy in your organization. The scope of work may include, but is not limited to, the following:
Relationship-Driven Fundraising
Learn how to cultivate authentic, trust-based relationships with donors that foster long-term loyalty and deepen their connection to your mission.
Giving Day Campaign Development
Develop a strategic, high-impact Giving Day campaign tailored to your audience, leveraging best practices in planning, promotion, and donor engagement to maximize participation and gifts.
Fundraising 101
Gain a foundational understanding of essential fundraising principles, including donor lifecycles, effective asks, and stewardship practices to build a sustainable fundraising program.
Unified Fundraising Vision
Align your team around a clear, shared fundraising vision and goals to create a cohesive, motivated approach that drives collective success.
Authentic Cultivation & Stewardship
Explore personalized and values-driven strategies to meaningfully engage, thank, and retain supporters beyond the ask.
Storytelling for Impact
Master the art of crafting and delivering compelling, mission-centered stories that engage donors emotionally and inspire meaningful support.
Prospect Identification & Qualification
Learn techniques for identifying, researching, and prioritizing new prospects to expand and diversify your donor pipeline.
Design retreats that energize your team and align everyone around a clear fundraising vision and next steps. The scope of work may include, but is not limited to, the following:
Tailored Retreat Agenda
Develop a customized retreat agenda designed to align with your organization’s fundraising goals, team structure, and stage of development, ensuring the experience is relevant, energizing, and impactful.
Cross-Functional Team Building
Foster deeper collaboration across departments and roles to break down silos and build a shared sense of ownership in fundraising success.
Pre-Retreat Planning & Discovery
Conduct planning sessions and gather input in advance to ensure the retreat is aligned with team needs, expectations, and organizational context.
Strategic Visioning & Goal-Setting
Facilitate visioning and planning sessions that bring clarity to your fundraising priorities, unify your team, and generate actionable next steps to guide implementation.
Practical Tools & Takeaways
Equip participants with actionable resources, such as cultivation calendars, stewardship checklists, and message frameworks, that can be used immediately post-retreat.
Interactive Workshops
Lead engaging, hands-on workshops focused on topics such as major gifts, donor stewardship, board fundraising, and crafting a compelling case for support.
Post-Retreat Summary & Roadmap
Provide a comprehensive summary capturing key insights, identified priorities, and a clear action plan to ensure follow-through and momentum.
From vision to execution, we guide you through every phase of a successful campaign. The scope of work may include, but is not limited to, the following:
Campaign Strategy Development
Design a clear, data-informed campaign strategy aligned with your fundraising goals, capacity, and organizational growth objectives.
Cultivation & Solicitation Planning
Build and execute targeted cultivation and solicitation strategies to effectively engage prospects and move them toward making meaningful gifts.
Campaign Timeline & Milestone Mapping
Outline a detailed campaign timeline with key milestones, responsibilities, and benchmarks to ensure clear coordination and steady progress.
Message Crafting & Positioning
Collaborate to develop compelling and consistent campaign messaging that resonates with your core audiences and inspires action.
Stewardship Plan Design
Develop a stewardship strategy and calendar that reflects your organization’s values, honors donor contributions, and builds lasting relationships.
Fundraising Collateral Refinement
Strengthen donor-facing materials, such as pitch decks, one-pagers, and donor briefing documents, to clearly communicate your mission, impact, and case for support.
Prospect Research
Identify and evaluate individual, corporate, and foundation prospects that align with your mission, funding goals, and programmatic priorities.
We provide tailored strategies and guidance for fundraising, donor appreciation, and cultivation events, all aligned with your organization’s goals, audience, and capacity. The scope of work may include, but is not limited to, the following:
Strategy Alignment
Identify and develop event strategies that closely align with your organization’s mission, goals, target audience, and operational capacity, ensuring a cohesive and impactful experience.
Goal Setting
Collaborate to establish clear, ambitious, yet achievable event goals, grounded in historical data, organizational priorities, and resource availability to drive measurable success.
Volunteer Coordination
Provide guidance on recruiting, training, and managing volunteers to support event logistics and donor engagement.
Systems & Tracking
Design and implement robust systems to efficiently manage guest registration, sponsorship tracking, ticket sales, and follow-up communications to ensure seamless event execution and accurate data collection.
Sponsorship Development
Assist in creating attractive sponsorship packages and engagement plans that align sponsor interests with your event objectives, enhancing partnership value and fundraising revenue.
​Post-Event Evaluation
Establish frameworks for capturing feedback, measuring outcomes against goals, and generating actionable insights to inform future event improvements.
Prospect Research
Conduct thorough research and analysis on potential donors, sponsors, and attendees to identify high-potential prospects, tailor engagement approaches, and maximize giving opportunities.
Marketing & Promotion Planning
Develop a targeted marketing and communications plan to effectively promote the event, boost attendance, and engage key stakeholders.
One-on-one Leadership coaching designed to equip executives with the skills and confidence to deepen donor relationships and drive fundraising success. The scope of work may include, but is not limited to, the following:
Customized Coaching
Facilitate personalized coaching sessions with Lewis Orellana Principal(s) to enhance fundraising confidence, skills, and strategic thinking tailored to your organization’s unique context.
Commanding Donor Engagement
Equip participants with techniques to confidently engage and lead conversations in donor meetings or events, creating a memorable and impactful presence that builds trust and enthusiasm.
Clear Messaging & Communication
Co-create compelling scripts, talking points, and presentation materials to ensure your team communicates your mission and impact clearly and persuasively in all donor interactions.
Pre-Donor Conversation Preparation
Provide focused coaching and role-playing exercises to prepare your team for successful cultivation and solicitation meetings with lead and major gift prospects, ensuring clear objectives and confidence.
Fundraising Fundamentals
Build a strong foundation in core fundraising principles, including understanding the donor lifecycle, segmentation, and proven retention strategies to sustain long-term support.
Resource Sharing
Provide practical tools, templates, and best practices that enable your team to effectively showcase program success and maintain consistent, impactful communication with funders.
Mastering Storytelling
Teach how to craft and deliver authentic, mission-driven stories that connect emotionally with donors and inspire meaningful giving.
Donor Strategy Development
Collaborate to design tailored strategies for identifying, engaging, cultivating, and stewarding high-priority donors to maximize giving potential.
Build strong fundraising operations with efficient systems for acknowledgments, data management, and donor recordkeeping. The scope of work may include, but is not limited to, the following:
Acknowledgment Letter Process
Share best practices to ensure timely and personalized donor acknowledgments.
Audit-Ready Strategies
Present strategies to maintain clear documentation and ensure a clean audit trail.
Reconciliation Best Practices
Provide strategies to ensure accurate tracking and proper reconciliation of donations.
Donor Segmentation Strategy
Create systems for segmenting donors by giving history, frequency, and engagement level to support targeted outreach.
Database Clean-Up Recommendations
Offer actionable steps to improve data accuracy, donor segmentation, and system efficiency.
A social media system to amplify your mission, engage donors, and build trust online. The scope of work may include, but is not limited to, the following:
Social Media Audit & Strategy
Comprehensive audit of current social media presence (if any), SWOT analysis (strengths, weaknesses, opportunities, threats), Platform recommendations (e.g., Facebook, Instagram, TikTok, LinkedIn) based on goals and audience.
Founder Thought Leadership
We’ll equip your CEO/founder to become the digital face of your mission — with a message that builds trust, attracts partners, and opens doors. Includes brand messaging clarity, platform optimization, a custom visibility plan.
Content Calendar & Templates
3-month social media content calendar with themes and campaign ideas; Weekly post schedule; Reposting strategy (from partners, volunteers, community).
Strategic Integration & Campaign Alignment
We align your social media efforts with key fundraising campaigns, program goals, and organizational milestones to ensure content drives engagement, deepens donor trust, and supports your development strategy.
Social Engagement Guide & Training
Step-by-step engagement guide: how to respond to comments, DMs, tag partners, repost, etc: training session for staff/volunteers on social media best practices (recorded for reuse); Volunteer social media ambassador toolkit (sample posts, language to use, FAQ).