In this focused 2-hour deep dive with follow up sessions, together we’ll prioritize your highest-value donors, craft strategies that set clear Ask ranges + strategize next steps. You’ll leave with a practical, personalized action plan. Within the next 45 days, you’ll have 2 1-hour follow-up sessions to refine and sustain your momentum as you put your plans and strategies into action.

✅ Initial Session - Prep that sets you up for success: We'll begin with a call to define clear portfolio goals, I'll share how to best gather data ahead of our time together and you'll share your anonymized portfolio for my initial review, setting the stage for tailored strategies that meet your needs.

✅ 2-Hour Power Review - Clarity + action-focused strategies: We will start with your most important donors and prospects and work through your portfolio, crafting strategies together. We'll set high/low Ask amounts for each donor and set up a practical, prioritized Action Plan to secure quick wins + build donor relationships, guiding you toward Ask conversations that convert into gifts.

✅ Donor Relationship Building Strategies - Repeatable tactics to easily and confidently ask for and secure major gifts: Learn valuable techniques for building sustainable donor relationships, the cornerstone of ongoing fundraising success. Plus I'll share my most successful donor scripts and tactics for opening conversations. 

✅ 2 Follow-Up Sessions - Personalized Support: Stay on track and maintain momentum with two 1-hour sessions to ensure continuous progress and accountability over the next 45 days. Plus enjoy on-the-go support via Voxer, the messaging app, or over email so you never feel stuck.

For $2,500 plus 5% tax ($3,675), you can quickly transform your portfolio from a  "spreadsheet" to a gold mine.

Don’t miss this opportunity to boost your major gift fundraising efforts.

Invoicing options are available upon request by emailing [email protected]