When Organizations Call Us
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Development Director or CDO resignation/termination
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ED transition or new ED ramp-up
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Fundraising stalled (flat revenue, missed goals)
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Board demands growth but systems are weak
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CRM/process chaos, inconsistent stewardship
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Preparing to hire first DD/CDO
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Major campaign or expansion with no infrastructure​​​​
How It Works
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20-minute scoping call
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Rapid assessment + engagement recommendation
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Start within X days as needed
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Weekly leadership cadence + board reporting (as appropriate)​​​​
What Stabilization Looks Like
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Stabilize (Weeks 1-3): Rapid pipeline triage, donor risk review, immediate revenue plan
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Build (Weeks 4-12): Major gifts workflow, stewardship cadence, reporting, board engagement
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Transfer (Final 4-6 Weeks): Hire-ready playbook, onboarding plan, coaching for incoming leader
Outcomes You Can Expect
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A functioning donor pipeline with clear next steps
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Consistent stewardship and reporting cadence
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Board clarity on fundraising roles + expectations
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Clean handoff plan for incoming DD/CDO
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Reduced donor attrition risk
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Fundraising calendar and execution rhythm
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Higher staff confidence + accountability​​​​
