Our coaching program provides unique 1-1 mentorship and tangible resources to both frontline fundraisers and advancement leadership. By increasing how each fundraiser performs consistently, we align the whole team.
Having cohesion in your philanthropy strategy directly results in more money raised.
We employ our custom Sherpa Method℠ to equip fundraisers to lead and partner with prospects and donors. Our program is proven to accelerate prospect and donor movement, all while optimizing your overall team performance.
Our partnership is typically conducted in cohorts ranging from 2-10 fundraisers at a time and is delivered over the course of 9-12 months. Cohort size and delivery timeline is completely customizable to fit the needs of your organization.
Both traditional coaching and especially industry-wide coaching truly is an immersive experience, as we (coaches and peers) are doing the daily work of a fundraiser together.
Frontline fundraising coaching focuses on:
Leadership coaching focuses on individual fundraising strategy, as well as:
Industry-wide coaching integrates practitioners from various organizations:
The most focused aspect of coaching is defining an effective, individualized approach for each fundraiser to harness their prospects and donors. Because every fundraiser approaches their craft differently, every philanthropy department is a unique mix of skills, motivations and techniques. We apply the extensive experience we have coaching teams across fundraising sectors to acutely hone the structure and combined talent within a team.
Our fundraising consulting services equip our clients to achieve their philanthropic goals through every stage of the process. Whether you need to stand up a departmental structure from scratch, or fine-tune an already-effective process, we can optimize any organization’s playbook.
Is everyone on your fundraising team aligned? Are your fundraising goals and tactics shared across the team? Through a comprehensive assessment, we can help you identify and resolve pain points that lead to a more effective, collaborative fundraising team. Focus areas can include:
Whether your team needs support on a specific fundraising strategy or a comprehensive plan across verticals, we design and develop actionable strategies for your team for all major development initiatives:
Does your team have a consistent structure for managing prospects across your organization? We develop the strategy and structure for navigating potential donor relationships in cohesive ways that increase results.
We guide clients through a strategic planning framework to align near- and mid-term efforts with long-term goals. The outcome of our strategic fundraising plan will map out budgets and steps towards increasing your organization’s sustainability.
From developing the right goals to optimizing your strategic plan, we can design custom support for your team that creates real impact for your fundraising strategy.
Our campaign counsel is both comprehensive and pragmatic. The backbone of a successful campaign is a combination of having the right prospects and donors, and identifying compelling organizational priorities. We will provide discernment, analysis and tools to help you exceed your campaign goals.
We see amplified results from campaigns that invests the upfront time and resources to understand your organizational and philanthropic landscape:
Wherever your organization is in the campaign planning process, we can integrate within your team to build, refine or enhance your campaign blueprint. Our support can range from high-level frameworks to optimizing individual tactics.
Even the best laid plans need ongoing monitoring and live adjustments. Our team partners alongside organizations throughout the campaign journey to hone the right approach at every turn. We are particularly attuned to managing how campaign implementation fits within and impacts your organization-wide fundraising approach.
From start to success, our planning, strategy and ongoing services bring the right approach and support to empower your organization to reach your campaign goal and more.
So much of a fundraising team’s success comes from internal alignment and optimization. We channel our experience in organizational strategy to complete a 360° review on every type of role within your fundraising team:
We optimize the assets and resources of your executive board and leadership to work in unison and not opposition. By equipping them with the functional tools to be successful, we can increase tangible results.
A critical assessment for any organization: is your team designed to actually meet your goal? From your org structure to your pipeline, we evaluate the skills, roles and functions of a team to empower them to meet your ask.
Looking for talent? Let us help. Our time spent training, coaching and developing fundraisers and fundraising leaders has allowed us to discern skill-sets that are indispensable to fundraising roles, both pre- and post-hire.
Let our experience building and growing teams help optimize the talent and resources within your organization.
Whether a Dean, Provost or other Department leader, this newly launched workshop intensive is designed to hone your influence within the fundraising ecosystem.
As the responsibility of institutional philanthropy and academic leadership become more integrated, it’s important to develop strategy that fits the needs of both roles. This custom training brings together best practices for fundraising from the experienced perspective of a sitting Academic Leader.
Tackling the tension that oftentimes exists between academic leadership and philanthropy, this workshop brings together the fundamental strategy with a coaching approach to practically help individuals navigate this role and responsibility in a way that generates true impact.
We know that fundraising needs can be unique to each organization. That’s why our approach across the board is to listen and learn what your team specifically needs, and then craft a solution for that.
We know that formulaic training and recorded webinars only scratch the surface of what can empower a philanthropic team.
Let our individualized approach uncover your full fundraising potential.
Connect today to design the right fundraising support for your organization.
Our coaching program provides unique 1-1 mentorship and tangible resources to both frontline fundraisers and advancement leadership. By increasing how each fundraiser performs consistently, we align the whole team.
Whether a Dean, Provost or other Department leader, this newly launched workshop intensive is designed to hone your influence within the fundraising ecosystem.
Our fundraising consulting services equip our clients to achieve their philanthropic goals through every stage of the process. Whether you need to stand up a departmental structure from scratch, or fine-tune an already-effective process, we can optimize any organization’s playbook.
Our campaign counsel is both comprehensive and pragmatic. The backbone of a successful campaign is a combination of having the right prospects and donors, and identifying compelling organizational priorities.
So much of a fundraising team’s success comes from internal alignment and optimization. We channel our experience in organizational strategy to complete a 360° review on every type of role within your fundraising team.
