Strategic Advisory That Helps Nonprofits Build Stronger Donor Growth Engines
Not generic consulting — three structured tracks, each built around a clear outcome, from a fast diagnostic to standing fractional leadership.
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Three ways to work with a Donor Success advisor
Strategy Sprint
Best for organizations that need a clear, prioritized plan fast.
A focused engagement for teams who know something needs to change but need an outside, expert read on where to start.
What’s included
- Fundraising Operations Assessment
- Donor Growth Strategy
- CRM & Data Strategy
Growth Partnership
Best for teams ready to build a full, repeatable growth engine.
An ongoing engagement for organizations building out their major gifts pipeline, campaign calendar, and board fundraising all at once.
What’s included
- Everything in Strategy Sprint
- Donor Segmentation
- Major Gifts Pipeline Design
- Campaign Planning
- Donor Retention Playbooks
- Board Giving Strategy
Fractional Leadership
Best for organizations that need senior fundraising leadership without a full-time hire.
Standing-in senior fundraising leadership — strategic direction, team oversight, and board-level reporting — without the cost of a full-time executive hire.
What’s included
- Everything in Growth Partnership
- Fractional Chief Development Officer Support
- AI Enablement
- Ongoing strategic oversight and board reporting support
About working with an advisor
How is this different from the $250 Donor Growth Assessment?
The Assessment is a single, focused diagnostic session — a snapshot and a roadmap. These three tracks are ongoing engagements that put an advisor to work alongside your team over weeks or months, building and implementing that plan with you rather than just diagnosing it.
Do we need to be using the Donor Success platform to work with an advisor?
No — advisory engagements stand on their own. Most clients do use both together, since your advisor can work directly from your platform data, but it’s not a requirement.
Can we move between tracks?
Yes. Many organizations start with a Strategy Sprint to get a clear plan, then move into a Growth Partnership to implement it. Your advisor will tell you plainly if a different track fits better as your needs change.
How is pricing structured?
Each track is scoped to your organization’s size and specific goals, so pricing is set during an initial conversation rather than posted as a flat rate. Book a call and we’ll walk through what makes sense for you.
Turn insight into a working growth strategy.
Meet with a Donor Success advisor to talk through where your fundraising operation stands today, and where it could go.
Book an Assessment