FUNDRAISING SYSTEMS & COACHING
You promoted someone into the development director role or hired an early-career fundraiser ready to grow. But without systems to guide them and coaching to support them, they're reinventing every process, reacting to deadlines instead of building relationships, and burning out fast. Talent without infrastructure doesn't scale.
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
IS THIS YOU?
Donors are slipping through the cracks — not because your team isn't trying, but because follow-up and stewardship aren't built into repeatable processes.
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You hired or promoted someone excited to lead fundraising, but they're struggling, reinventing everything without systems 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.
SYSTEMS & COACHING SERVICES
ASSESSMENT ONLY
HANDS-ON SUPPORT + COACHING
ADVISORY SERVICES
Every partnership starts with a complete fundraising audit covering revenue analysis, donor retention patterns, pipeline health, and team capacity. You'll get clarity on what's working, what needs to change, and what infrastructure your team needs to succeed.
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Starting at $10,000.
Implementation support that brings your assessment to life. Based on what the audit revealed, I work side-by-side with your team to build the systems, workflows, and infrastructure you're missing — whether that's donor retention processes, stewardship plans and communications, appeal frameworks, or year-round engagement systems. Weekly coaching for your development director keeps them growing while we build together.
Coaching and strategic guidance as you implement your assessment — without the hands-on building. Regular sessions to work through challenges, review materials, make decisions, and stay accountable — plus availability when questions arise. You build, we guide.