$2,500.00 USD

I have read and agree to the terms and conditions of this page as follows:

THE FUNDRAISER COACH

DIGITAL PROGRAMS & SERVICES TERMS & CONDITIONS

Welcome!

I’m delighted you’re here.

I believe in communicating honestly and openly, so these Terms & Conditions (“Agreement”) outline what you can expect when you purchase a digital program, workshop, course, resource, coaching session, consulting service, or other individual offering from The Fundraiser Coach.

The details of the specific program or service you are purchasing — including what is included, price, payment terms, access, and any applicable dates — are described on the sales page and/or checkout page for that offering.

By completing your purchase and clicking “I Agree,” you agree to the following terms.

1. Parties

This Agreement is between The Fundraiser Coach, a business located in British Columbia, Canada (“The Fundraiser Coach,” “Beth Ann Locke,” “Beth Ann,” “I,” or “me”) and you, the person purchasing the program, product, or service (“you” or “your”).

2. What I Will Provide

I will provide the digital program, product, workshop, coaching, consulting, or other service described on the applicable sales page and/or checkout page.

The sales page and checkout page form part of this Agreement and describe the specific materials, services, access, dates, and support included with your purchase.

3. Your Purchase

Your purchase is for your individual use unless the sales page specifically states otherwise.

You may not share your login, access links, recordings, downloads, course materials, guides, templates, or other purchased content with another person or organization.

If additional members of your organization would like access, please contact The Fundraiser Coach regarding additional seats or licensing.

4. Payment

You agree to pay the price shown at checkout.

All prices are stated in U.S. Dollars unless otherwise noted. Applicable taxes, if any, will be calculated and charged at checkout.

Payment may be made using the payment methods available through the checkout page.

If you select a payment plan, you authorize The Fundraiser Coach and its payment processor to automatically charge the payment method you provided according to the payment schedule shown at checkout.

A payment plan is a commitment to pay the full purchase price. Ending your participation or choosing not to use the program or service does not cancel the remaining payments owed.

5. Refunds and Cancellations

Unless a different refund or cancellation policy is specifically stated on the sales page or checkout page for the offering you purchased, all purchases are final and non-refundable, except where otherwise required by applicable law.

Because digital materials may be made available immediately following purchase, refunds will not be provided simply because you change your mind, do not complete the program, do not attend a live session, or do not use the materials.

For services involving scheduled coaching or consulting sessions, any cancellation or rescheduling terms stated on the applicable sales or booking page will also apply.

6. Access

Your access to a digital program, recording, course, workshop, or resource will be provided for the period stated on the sales page or checkout page.

Where no specific access period is stated, The Fundraiser Coach reserves the right to determine a reasonable period of access and to make changes to the platform used to deliver the material.

While I intend to make purchased content available as described, I cannot guarantee uninterrupted access to any particular third-party platform or technology.

7. Live Programs and Services

Some programs or services may include live workshops, coaching, consulting, question-and-answer sessions, Hot Seat Coaching, or other live components.

Dates, times, recordings, and any replay availability will be described on the applicable sales page or in communications relating to that program.

If recordings are included, access to those recordings will be subject to the same personal-use restrictions as all other program materials.

8. No Guarantee of Results

I bring my professional experience, training, strategies, tools, and best thinking to the programs and services I provide.

However, fundraising results depend on many factors outside my control, including your organization, donors, relationships, circumstances, implementation, timing, and decisions.

For that reason, I cannot guarantee that you will raise a particular amount of money, secure a particular gift, achieve a specific fundraising result, or experience any other specific outcome unless an individual offer expressly includes a written guarantee.

9. Your Responsibility

The information, strategies, coaching, and materials I provide are educational and advisory in nature.

You remain responsible for your own professional judgment, decisions, actions, communications with donors and prospects, and implementation of anything discussed or taught through the program or service.

10. Confidentiality

If you work with me directly through coaching, consulting, Hot Seat Coaching, or another service in which you share information about your organization, donors, prospects, or fundraising activities, I will treat that information with care and confidentiality.

You are also responsible for ensuring that you have the right to share any donor, prospect, organizational, or other confidential information you provide to me.

Where a live program involves other participants, please avoid sharing information that should not be disclosed in a group setting unless you have permission to do so.

11. Intellectual Property

All materials provided by The Fundraiser Coach — including videos, recordings, presentations, guides, worksheets, frameworks, templates, written content, graphics, scripts, and other resources — remain the intellectual property of The Fundraiser Coach unless expressly stated otherwise.

Your purchase gives you a limited, personal, non-transferable licence to use the materials for your own learning and professional work.

You may not copy, reproduce, distribute, sell, publish, teach, upload, share, sublicense, or create derivative products from these materials without written permission from The Fundraiser Coach.

You may, of course, use what you learn in your own fundraising work.

12. Respectful Participation

If your purchase includes direct interaction with Beth Ann, members of The Fundraiser Coach team, or other participants, respectful professional conduct is expected.

Racist, antisemitic, discriminatory, bullying, threatening, abusive, or harassing behaviour will not be tolerated.

The Fundraiser Coach reserves the right to remove someone from a live program, community, coaching relationship, or service for serious or repeated violations of this expectation. Removal for this reason does not entitle the purchaser to a refund.

13. Communication

Depending on the offering, communication may take place through email, Zoom, Kajabi, Voxer, or another platform identified in the program materials or sales page.

Questions regarding your purchase may be directed to The Fundraiser Coach using the contact information provided with your order.

14. Changes to a Program

Occasionally, circumstances may require me to make reasonable changes to program dates, delivery methods, technology, speakers, resources, or other program details.

If a significant change affects the core program or service you purchased, I will communicate that change to you and make reasonable efforts to provide an appropriate alternative.

15. Governing Law

This Agreement will be governed by the laws of the Province of British Columbia and the applicable laws of Canada.

16. Severability

If any part of this Agreement is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect.

17. Entire Agreement

This Agreement, together with the applicable sales page and checkout page, constitutes the entire agreement between us regarding your purchase and replaces any previous discussions or representations relating to that purchase.

18. Waiver

If I choose not to enforce a provision of this Agreement on one occasion, that does not mean I waive my right to enforce it in the future.

19. Electronic Agreement

You agree that clicking “I Agree,” completing your purchase, or otherwise electronically accepting these Terms & Conditions has the same effect as signing this Agreement by hand.

By completing your purchase, you acknowledge that you have read, understood, and agreed to these Terms & Conditions.

Portfolio Review + Action Plan

Payment Details

One payment of $2,500 .
A single payment will be deducted from your credit card automatically and you'll be emailed a receipt from Stripe.
Price in USD.
Invoicing available: email [email protected]
Canadian dollar pricing available.
Not quite ready to enroll — or want to talk it through first? Schedule your 20 minute call.

How the Portfolio Review + Action Plan works:

We start with your actual donor portfolio — not hypotheticals.

Together, we’ll look closely at the people already in front of you, identify where the strongest major gift opportunities are, and decide where your attention will have the greatest impact.

We’ll:

✅ Identify your highest-potential donors and hidden opportunities

✅ Look at giving history, relationship strength, and what you already know about each donor

✅ Establish realistic Ask ranges

✅ Prioritize who belongs at the top of your list now

✅ Map the next right step for cultivation, follow-up, or asking

✅ Build a practical action plan you can begin using immediately

You’ll leave with more than a ranked list.

You’ll know who to focus on, what to do next, and why.

What Happens Next?

After you enter your payment details, you'll be taken to a thank you page with further instructions.

Here's what other fundraisers have achieved

I started a new role in a much larger nonprofit and wanted someone who would serve as a support and resource to build the development department using best practices. I hired Beth Ann because I was impressed with her wealth of knowledge and easy-going style, and I needed a judgement-free coach. In the early months of our partnership, she was an excellent sounding board for my frustrations and helped me find solutions to challenges. As time when on, Beth Ann was a wonderful resource on technical questions and helped me set more realistic goals. I would highly recommend Beth Ann's services to fundraisers and executives alike. She has the knowledge and skills to help you tackle any technical challenge. More importantly, she has a next-level understanding of people and will support your growth in this critical soft skill.

Andrea Brown, Vice President for Development, Institute for Community Living

We hired you in February to help us raise $585,000 by the end of June to complete our campaign. We are at 93% of the goal at June 20! I can't thank you enough for all your strategy and coaching. Your positive support, helpful words, and constant guidance made a huge difference in what we have accomplished - along with improving us as professionals. We are at 93% of goal at June 20 and have $230,000 in outstanding requests. We are so grateful for your guidance and support through the process. I can't thank you enough for all your help! I sincerely can't thank you enough. I can honestly say we wouldn't be where we are now without you. Your positive support, your helpful words, and constant guidance in the right direction have made a huge difference in what we have been able to accomplish - along with improving us as professionals. We are so grateful for your guidance and support through the process. I can't thank you enough for all your help!!

Elizabeth Walden, Executive Director, Historic Columbus

The Portfolio Review (what I call "the organized spreadsheet") was a game-changer for our year-end fundraising, and Beth Ann's swift understanding of our new nonprofit's complexities led to practical and beneficial suggestions that significantly contributed to our success. We not only met but exceeded our fundraising goal for 2023! This was noteworthy, considering we were not on track for such success at the beginning of our time working together.

Meredith Thomas, Director of Philanthropy, Thank You Life