Offerings
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Strategy & Growth
What are you building toward?
I partner with mission-driven organizations to strengthen fundraising strategy, deepen audience engagement, and build systems that drive sustainable growth—from clarity and planning to execution support and long-term retention.
It can include:
▲ Audience research, insights, and segmentation▲ Fundraising strategy + growth roadmap (annual + multi-year)
▲ Campaign planning + omnichannel strategy (email, direct mail, SMS, paid media, telemarketing, p2p text)
▲ Donor journey design + messaging/storytelling refinement
▲ Pipeline development: acquisition → grassroots → mid-level → major donor + planned giving readiness
▲ Retention strategy: sustainer growth, upgrades, and long-term value
▲ Team enablement: playbooks, training, and implementation support
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Speaking & Workshops
What do you want to leave your audience with?
I deliver talks and workshops that help teams grow fundraising in a way that’s strategic, audience-led, and donor-conscious—grounded in real-world nonprofit experience and designed to translate into action.
It can include:▲ Keynotes, conference sessions, and facilitated workshops
▲ Staff trainings for fundraising, marketing, and leadership teams
▲ Topics like donor retention, pipeline development, audience strategy, and messaging
Speaking engagements include: International Fundraising Congress, The Bridge Conference, The Nonprofit Alliance Summit, Nonprofit Marketing Summit, AFP Fundraising Day, Annual Nonprofit Fundraisers Symposium, Direct Marketing Fundraisers Association, Nonprofit Technology Conference, and ANA Nonprofit Growth Summit
Featured in The Chronicle of Philanthropy on: how a mid-level program can boost giving, how legacy societies deepen donor ties, and taking your mid-level giving to the next level.