A fundraising plan your board will actually follow.
Many nonprofits arrive at strategic planning with the same problem: everyone on the board has a different idea of where the organization is going. Steven works with your leadership to build a fundraising plan that resolves that misalignment, sets clear priorities, and gives your team something they can actually execute, year over year.
Steven reviews your current revenue streams, donor base, and fundraising history to establish a clear picture of where the organization stands and where the real growth opportunities are.
Working directly with your leadership team, Steven establishes fundraising goals that are ambitious but grounded in your organization's actual capacity, timeline, and mission priorities.
The plan produces a structured, multi-year plan with clear priorities, milestones, and timelines, so your team always knows what to focus on and in what order.
Steven facilitates working sessions with your board to build shared understanding of the fundraising direction, so leadership moves forward as a unified team rather than a divided one.
Steven assesses whether your current team structure and staffing levels can realistically execute the plan, and identifies any gaps that need to be addressed before implementation begins.
The final deliverable includes a clear action plan: who is responsible for what, by when, and how progress will be measured after the engagement concludes.
A development audit gives you an honest picture of where your fundraising program stands, what's working, what isn't, and what to fix first.
A strategic plan gives your board and staff a multi-year fundraising roadmap they can actually execute, with clear priorities and measurable milestones.
A feasibility study tells you whether your donors are ready, what your campaign can realistically raise, and what needs to be in place before you commit to a goal.
Steven begins by reviewing your current fundraising data, interviewing key staff and board members, and mapping the gaps between where your organization is and where it needs to go. This diagnostic phase ensures the plan that follows is built on an accurate picture, not assumptions.
Structured working sessions bring your leadership team into the process directly. Steven facilitates these conversations to surface priorities, resolve disagreements, and build the shared ownership that makes a plan executable.
At the close of the engagement, Steven presents a written multi-year roadmap to your leadership. It is specific, sequenced, and designed to be acted on, not filed away.
After delivery, Steven remains available for check-ins as your team moves into execution. If questions arise or priorities shift, there is a clear point of contact to help your organization stay on course.
A nonprofit fundraising strategy is a multi-year plan that defines where your organization's priorities, financial obligations, revenue, how it will grow, and what needs to be in place to make that growth possible. It is not a campaign plan, which focuses on a single initiative, and it is not an annual budget, which tracks what you plan to spend. A fundraising strategy sits above both of those. It answers the bigger question: what kind of fundraising organization do we want to be, and how do we get there from where we are today.
Strategic planning is one of those engagements where the process matters as much as the output. When an outside consultant leads it, the conversations are more honest, the priorities are harder to avoid, and the final plan carries the kind of authority that gets boards to act rather than deliberate. Steven brings decades of experience working through exactly these challenges with local, national and international charities, which means the process moves efficiently and the recommendations are grounded in what actually works in this sector. Organizations that have tried to build a fundraising strategy internally often find that the plan reflects internal politics more than strategic reality. An outside perspective changes that.
"Outsourcing our major gift program felt like a risk. It turned out to be the most cost-effective fundraising decision we've ever made. Steven treated our donors like he'd known them for years."
Every engagement starts with a free, no-obligation conversation. Bring your goals, your timeline, and your questions.
