RETAIN & RAISE
You and your fundraising team are working hard. But individual giving isn't growing — and hasn't been for a while.
Maybe you know what's missing. Maybe you don't. Either way, you're not sure how to fix it.
Most individual giving programs are built around transactions — appeals, events, campaigns.
Donors may give once for one of these. But they'll give again and again when they feel connected to your mission, the team, and know their gift matters.
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This is what an intentional donor experience creates. And when your internal infrastructure — technology, processes, and behavior — is designed to support connection that's personal for every donor, even at scale, individual giving doesn't just grow.
It multiplies.
IS THIS YOU?
Individual giving has plateaued or dipped and you're not sure what's broken.
You hired or promoted someone excited to lead fundraising, but they're struggling, reinventing everything without a clear strategy to guide them or coaching to support their growth.
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Fundraising feels reactive and deadline-driven — you're always scrambling to the next campaign instead of building year-round donor engagement and support.
You don't come from a development background and you're looking for a strategic partner.
HOW WE WORK TOGETHER
Every engagement starts with a Donor Experience Assessment. Before we can build anything, we need to understand what's actually happening — with your donors, your team, and the infrastructure supporting both.
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Post-assessment, you'll know exactly what to do next to grow individual giving, with actions you can start taking right away. And you don't have to do them alone.
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Some organizations need hands-on partnership — working side by side to build the donor experience their program is missing, with coaching woven in along the way.
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Others have the capacity to build internally and need a thought partner to bounce ideas off, work through decisions, and stay accountable as they go.
She created a tailored plan with our greatest strengths and opportunities at the forefront. It has been reassuring to move forward with Katie's roadmap, knowing we are consistently taking action to focus on the value provided by donor retention.
Rachel Levi, EarthDance Farms
Katie helped me build confidence, understand best practices, and think strategically about fundraising in a way that felt both manageable and mission-aligned. She was a steady, supportive presence and an excellent coach, offering practical tools alongside thoughtful perspective.
Shannon Rohlman, Mirowitz Jewish Community School
Working with Katie has been incredibly motivating and impactful … Her energy, strategic insight, and ability to translate big ideas into clear, achievable next steps made a real difference.
Jenna, Director of Development