Major gift strategy
Cultivation and solicitation plans built around each donor’s real capacity and history.
Strategic growth consulting
A score tells you who. Strategy tells you how.
Predictive intelligence points at the right donor. What happens next — the ask amount, the cultivation sequence, who makes the call — is two decades of nonprofit fundraising experience, applied to your organization.
01 — Actionable campaign plans
From wealth indicator to specific ask
Raw capacity data is not a strategy. We turn wealth indicators into tailored ask amounts and personalized cultivation sequences — who gets a call, who gets a visit, who gets a letter, and in what order.
The output is a plan your development team can start working on Monday, not a deck that sits in a shared drive.
Campaign blueprints
Goals, phases, calendar and staffing — structured so the board can approve it.
Lapsed donor re-engagement
Specific sequences for the records the tool flags as at risk, before they go cold.
Annual fund alignment
Making sure the mass appeals and the major gift program stop competing with each other.
02 — Board & staff alignment
Data doesn’t help if your team won’t use it
The most common reason a data investment fails is not the data — it is a development team that finds it overwhelming and quietly goes back to instinct.
We train your staff to act on what the scores say without feeling second-guessed, and we give your board and leadership the plain-language version they need to keep backing the work.
Development staff coaching
How to read a score, prioritise a portfolio, and structure the conversation.
Board-ready reporting
The numbers translated into the two or three things your board actually decides on.
Executive guidance
Direct counsel for the ED or CDO on where the next hire and the next dollar should go.
Operations review
Gift processing, acknowledgement and data entry habits that keep the database trustworthy.
03 — Sustainable pipeline growth
Move past the year-end scramble
Short-term transactional fixes produce a good December and an anxious January. We build toward recurring, predictable support — a pipeline with named prospects at every stage, so next year’s number is not a hope.
- Donor retention and upgrade paths
- Recurring giving programs
- Multi-year pipeline modelling
- Revenue forecasting your finance team can plan against
2001
Advising nonprofit leaders since
20+
Years in major gifts and capital campaigns
3
Steps: extract, enrich, execute
15 min
Free data health check to start
Engagement models
Scoped to where your development program is
Every engagement starts with the same 15-minute data health check.
Find the money already there
A one-off analysis of your current database, surfacing immediate low-hanging major gift opportunities and the gaps holding you back.
Run a specific push
Data plus strategy applied to one defined effort — a capital campaign, a lapsed donor recovery, a major gift sprint.
Keep the intelligence current
Continuous data refreshes with strategic counsel alongside, so the pipeline keeps filling rather than ageing.
“Fundraising is ultimately about human connection. Data doesn’t replace the relationship — it illuminates where the relationship needs to go next.”Tracey Wiseman, Strategic Fundraising Leader
Stop running campaigns on instinct alone.
Speak directly with Tracey and David to see a live demonstration of the tool and discover quick-win revenue opportunities hiding in your CRM.