Fundraising Optimization Plans

Fundraising Optimization Plans are our primary consulting offering and @fundraiserchad‘s specialty!  They allow him to access his 20 years of fundraising experience and encyclopedic knowledge of fundraising best practices (plus current research) to create customized recommendations for any nonprofit organization.

This is not simply learning what most nonprofits should do to raise more money.  This is a customized optimization plan with specific recommendations to take your charity to the next level of fundraising success.  It includes an in depth analysis and one on one consultation call with Chad which allows the plan to be custom-tailored just for your organization.

Each Fundraising Optimization Plan is unique but they all provide three (3) recommendations for improvement in each of the following areas:

  • Board Engagement
  • Donor Databases / Data Integrity
  • Email Communication
  • Events
  • Grantwriting
  • Mail Appeals
  • Monthly Giving
  • Planning & Innovation
  • Relationship Building
  • Social Media Usage
  • Sponsorships
  • Stewardship
  • Volunteer Utilization
  • Website Optimization

Where applicable, templates and samples are provided to fast track the implementation of the recommendations.

We’re able to help almost any nonprofit, but there a few requirements:

  • You raised between $25,000 and $500,000 in your most recently completed fiscal year;
  • You have a staff member or volunteer able to devote at least 20 hours per week to fundraising activities;
  • Each member of your board of directors is willing to assist with fundraising in some way.

How it Works

First you complete the brief interest form.  This doesn’t lock you into moving forward, but it lets us start a conversation and allows us to generate a process overview document and contract which you can share with your board/staff/etc.

After we receive the signed contract back, the planning process begins.  We start with a comprehensive survey.  A consultation call is then scheduled with @fundraiserchad to dig a bit deeper into your unique fundraising challenges and opportunities.  Then, the Fundraising Optimization Plan is compiled and delivered (once payment is received).  Plans are typically delivered within 30 days of contract signing, but occasionally take a bit longer (due to state registration requirements).

You’ll also receive 12 months of access to @fundraiserchad’s Client Q&A Calls which are held most weeks.  This will allow you to ask questions and receive additional advice as you’re implementing the plan.  And in case you want to know the reasoning behind the recommendations, you’ll also receive 12 months of access to our Client Webinar Archive with 45 minute webinars covering most of the topics in your plan.


We know, we know … this all sounds great, but how much does it cost?  We’re up front about that too … there are no surprises with these plans.  Unfortunately it varies from state to state due to registration and filing fees (yes … us fundraising counsel are highly regulated … it’s a good thing, it protects nonprofits like you), but typically Fundraising Optimization Plans currently fall in the range of $1,500 to $2,750 (a bigger range than we’d like to give you … but state regulations vary greatly).

We also recognize that this is a big commitment for small organizations, so we have a payment plan option as well.  You can pay equal monthly amounts for 12 months via automatic monthly credit card charge (for a 10% surcharge).  We’ve even had some instances where a donor covers this cost directly for an organization … talk about leveraging your donation!

But guess what?  Regardless of how much you pay … you’re guaranteed to get it back …

Results Are Guaranteed

The recommendations in our Fundraising Optimization Plans work.  We have seen it happen time after time in all types of organizations.  So, we’re happy to back that up with the following no-risk guarantee

If you implement all of the Priority 1 recommendations in the plan, and don’t raise at least $2,500 more in your following fiscal year, then we will gladly refund your full fee.  We’ve never had to do so, and we don’t plan on it anytime soon.  But this makes it risk free for you (and boards like that), so we’re happy to put it out there.

[Please note: This guarantee cannot be offered in all states due to state-specific regulations.  But even if that’s the case, we still provide the same exact plan that we offer this guarantee on elsewhere.]

Fundraising Plans

Are you thinking, “I need a full fundraising plan, not just a list of prioritized recommendations.  Will they just write a plan for us?” The answer is no.  We’ve done it in the past and we’ve found that it is always best if the organization writes its own plan.  You know your organization.  You know your capacity.  There are just too many variables involved.

So what do we recommend?  First, we recommend having a Fundraising Optimization Plan completed for your organization, so you know where to focus your energy.  And then, we suggest enrolling in our three week Simplified Fundraising Plans intensive program.  This will instruct you on how to take our recommendations and combine them with what you’re already doing to create a full fledged fundraising plan.  And you’ll also learn the process to update and refine this plan each year.  This program normally costs $275, but Fundraising Optimization Plan clients receive a 50% discount should they choose to go through this program as well.

Next Steps

Ready to move forward?  Complete the interest form and we’ll go from there.  No pressure … just meeting you where you’re at to deliver a Fundraising Optimization Plan that takes your organization to the next level.