Your Fundraising Playbook

A written plan increases your chance of success.

So, you need a reliable plan to harness funding. By looking honestly at your budget, financial goals, and existing relationships, we help non-profit organizations create a custom fundraising playbook. A playbook is more than a plan, it includes an inspiring vision, distinct financial targets, ongoing activities, and clear operating principles. Our proven fundraising formula is:

Purpose + People + Process = Profit

HOW WE WORK

We work alongside you and your team to build this plan. Normally, this looks like bi-weekly meetings over 12-18 weeks.

By making organization leadership a part of the work process, your team absorbs fundraising best practices, refines tools, and tests approaches with expert guidance. The result is a plan you can actually use.

WHAT YOU GET

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Multi-year plan and playbook

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Goals

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Prospect lists

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Fundraising language

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Calendar of activities

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Custom content depending on your plan: roles, metrics, communication documents, digital plan, etc.

%

Percentage of nonprofits that have a strategic plan

Source: Bloomerang

%

Percentage of fast growing companies and organizations that have a strategic plan or business plan in place

Source: Journal of Small Business Management

%

of employees don't understand their organizational strategy

Source: Harvard Business Review

%

of organizations do not tie financial budgets to strategic priorities

Source: Harvard Business Review

%

of boards consider fundraising a strength

Source: BoardSource

non-profit organizations in the United States

Source: Urban Institute, Nonprofit Sector Brief