Executive and Development Staff Coaching

Fundraising is a team sport. Coaching is key to making sure everyone excels at the game.

When you have big goals, you need to ensure you’ve got a solid tactical plan and coaching to match. Through our coaching engagements, we guide you through prospect cultivation and donor solicitations, and help you to close gifts while also building a culture of philanthropy in your organization.

Our services include:

Executive and fundraising staff coaching
Development staff strategy sessions and tailored training
Development staff retreat facilitation

"We had the pleasure of working with Joan and her expert team on an intensive, year-long, fund development capacity building initiative for our advocacy grantees. The training sessions were tailored to the specific cultivation challenges of each organization, and the whole group benefited from the team’s diverse fundraising experience as they helped us craft and execute on our respective development plans. Their genuine passion for our issue and desire to see our group succeed was really appreciated!"

Executive Director, UN Foundation’s Universal Access Project

Board Development

Your board is integral to your nonprofit’s success. Is yours ready to raise money?

A strong fundraising board can propel your organization forward and position your nonprofit for growth. When a board has the right training, they’re ready to raise their hand to help with cultivation or to take part in a major gift solicitation. They’ll be ready to be your partners in fundraising.

We’ll work with you and your board by providing training – including presentations, workshops, and role play exercises – to boost their comfort level with donor cultivation and solicitations so they become adept at asking for support and understand their role in the development cycle.

Our services include:

Solicitation training
Board retreat facilitation
Development committee guidance
Board recruitment strategies

"Your structural look at us has served us so well, completely beyond your assistance with our development strategy. It all makes much more sense - how [the Board’s] actions and plans need to be sequential and fused in order to have impact. I am inspired by the outlook you have placed before us."

Board Member, Reach for College

Learning Labs

Each fall and spring, we launch group training sessions for nonprofits seeking to gain expertise in specific fundraising areas.

As a Learning Lab participant, you’ll gain knowledge in a group setting of up to four organizations at a time, where we encourage engagement and include many tactical recommendations and materials to share your board and staff.

Included in the Learning Lab package are a series of 1:1 sessions and a Pivot assessment. Lab sessions will be offered by video conference and can include multiple participants from your organization.

Topics for our next Learning Lab session include:

Creating and expanding your major gifts program
Asking for larger or multi-year gifts
Effective messaging and case development
Expanding your mid-level supporters
Board recruitment and development
Creating an annual plan that will keep you on track

Please contact us for pricing and scheduling details.