Strategy Consulting & Planning

Strategy consulting and planning clients work directly with Chad to assess their fundraising systems, update (or create) the fundraising plan and implement recommendations to take their fundraising to the next level. 

We typically start with an onboarding survey and assessment meeting.  Then, we collaboratively develop a fundraising plan which addresses key problem areas and opportunities that were uncovered.  Industry best practices are always suggested to take the organization’s fundraising to the next level. The strategy consulting and planning process typically takes between two and four months to complete.

Next Steps

If you are ready to discuss the specific needs of your organization, the first step is to schedule a call with Chad.