Who Is This For
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Orgs with inconsistent fundraising
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ED is primary fundraiser and overwhelmed
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New DD/CDO hire planned within 6–12 months
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Team needs a system, not more hustle
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Donor stewardship is inconsistent
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No clear pipeline for major gifts
Diagnostic
Purpose: Assess what exists and what’s missing
Inputs: CRM review, donor journey review, calendar, team roles
Output: Fundraising Infrastructure Roadmap (90-day build plan)
Buildout Sprint
What we build:​
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Fundraising calendar + campaign rhythm
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Donor pipeline stages + stewardship cadence
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Board fundraising role plan + talking points
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Major gifts framework (moves management lite)
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Reporting dashboard + meeting cadence
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Templates/playbooks (briefly named)
Outcomes
Nonprofit outcomes:
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A fundraising engine your team can run
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Reduced donor leakage
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Repeatable stewardship cadence
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Clear board/staff responsibilities
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“Hire-ready” development department
