Short-Term Project Consulting
Interim Development Leadership
Leadership transitions can disrupt fundraising momentum, but you don’t have to face this challenge alone. Whether you're experiencing turnover or just need experienced guidance during a critical period, we offer interim development leadership to ensure that your fundraising efforts continue without interruption.
What This Includes:
Temporary Development Lead – Provide hands-on leadership to oversee fundraising operations, donor relations, and campaign management, ensuring no disruption to your ongoing efforts.
Staffing Support – Assist with the hiring and onboarding of new development staff, ensuring smooth transitions and alignment with your fundraising goals.
Process Assessment & Optimization – Evaluate and improve existing development processes to increase efficiency and effectiveness during the transition.
Fundraising Strategy Continuity – Ensure that your fundraising strategies remain on track, adjusting as needed to meet changing circumstances and new leadership directions.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – A quick, strategic consultation to address specific challenges or provide tactical recommendations, without long-term involvement. Ideal for nonprofits needing short-term insights and advice.
🛠 Short-Term Projects (Weeks or Months) – A hands-on, interim leadership engagement to manage and guide the development team, oversee day-to-day operations, and ensure fundraising continuity during a leadership transition.
Comprehensive Development Strategy
Creating a fundraising strategy that truly supports long-term growth requires more than just quick fixes. We collaborate with you to develop a comprehensive, sustainable development strategy that aligns directly with your mission and sets the stage for ongoing success.
What This Includes:
Alignment with Mission and Goals – We ensure your fundraising efforts directly support your organization’s mission and goals, creating a cohesive plan that’s aligned with your capacity and long-term vision.
Diverse Funding Streams – We identify a mix of sustainable funding sources, from individual donors to institutional grants, to ensure financial stability and growth.
Clear Roadmap with Action Steps – Develop a step-by-step plan with specific priorities, timelines, and actionable next steps to implement your strategy effectively.
Systems and Tools for Execution – Establish the processes, tools, and resources needed to execute your strategy efficiently, so your team is set up for success.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – A quick consultation focused on answering a specific, immediate challenge related to fundraising or development, providing actionable insights for short-term action.
🛠 Short-Term Projects (Weeks or Months) – A comprehensive, hands-on development strategy that involves creating a full-scale plan, building systems, and ensuring long-term sustainability for your fundraising efforts.
501(c)(3) Transition Management
Moving from a fiscally sponsored project to an independent nonprofit requires careful planning and execution. We provide a deeper engagement where we manage and guide the entire transition process, providing structured oversight, planning, and hands-on support to set up your nonprofit for long-term success.
What this includes:
Step-by-Step Transition Roadmap – A structured plan outlining key milestones, responsibilities, and timelines to navigate your 501(c)(3) transition with confidence.
Compliance & Governance Guidance – High-level support on IRS and state requirements, governance best practices, and referrals for legal and compliance execution.
Funder & Grant Transition Strategy – Guidance on communicating with funders, assessing grant transfer options, and mitigating funding disruptions.
Financial & Operational Systems Setup – Recommendations on building essential financial and administrative infrastructure to sustain your nonprofit long-term.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – A focused, one-time session for nonprofit leaders who need quick strategic guidance on a specific challenge. These sessions deliver insights and action steps but don’t involve ongoing implementation.
🛠 Short-Term Projects (Weeks or Months) – A deeper engagement where we manage and guide the entire transition process, providing structured oversight, planning, and hands-on support to set up your nonprofit for long-term success.
CRM Optimization & Data Cleanup
Your donor database is vital to the growth of your nonprofit. A clean, organized, and optimized CRM system enables more effective engagement, streamlined processes, and stronger donor relationships. Over 1–3 months, we’ll work with you to fine-tune your CRM system, improve data integrity, and set you up for long-term success.
What This Includes:
Data Cleanup & Standardization – We’ll identify and fix inconsistencies in your donor records, ensuring accuracy and consistency across your system.
Optimized Donor Segmentation – Tailor your donor communications by segmenting your database based on giving history, interests, and engagement levels.
Automated Workflows – Set up automated processes to reduce administrative burden, increase efficiency, and allow your team to focus on high-impact tasks.
Team Training – Provide hands-on training to your team, ensuring they can fully leverage the CRM’s capabilities for ongoing success.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – A quick, one-time session to identify immediate pain points in your CRM system and get actionable recommendations for improvement. Ideal for nonprofits looking for quick insights and tactical guidance.
🛠 Short-Term Projects (weeks or months) – A hands-on, comprehensive engagement to fully optimize your CRM, implement systems for data cleanup, donor segmentation, and automation, and train your team for long-term sustainability.
Donor Segmentation & Engagement Strategy
Building meaningful, lasting relationships with donors requires a strategic approach. In this 1-3 month engagement, we develop a targeted segmentation and engagement plan that focuses on deepening your relationships and increasing donor retention. By understanding your donor base and personalizing outreach, we create a pathway for stronger, long-term support.
What This Includes:
Donor Segmentation – We analyze your donor database to segment donors based on giving patterns, interests, and engagement, allowing for tailored communications and more effective stewardship.
Personalized Communication & Retention Strategies – Develop strategies to engage donors with the right message, at the right time, to increase retention and build stronger, more meaningful relationships.
Donor Stewardship Calendar – Create a calendar that outlines key engagement activities throughout the year, ensuring consistent, timely communication that strengthens donor loyalty.
Re-engagement & Upgrading Opportunities – Identify opportunities to re-engage lapsed donors and upgrade current donors to higher giving levels, ensuring your donor base continues to grow and thrive.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – A quick consultation to address a specific challenge or question related to donor engagement or segmentation, providing tactical insights for immediate improvement.
🛠 Short-Term Projects (1–3 Months) – A comprehensive, hands-on strategy that focuses on understanding your donors, creating personalized stewardship plans, and building a sustainable engagement system for long-term success.
Development Systems & Infrastructure Setup
Sustainable fundraising begins with strong systems and processes that support growth and maximize efficiency. This 1-3 month engagement helps establish the foundational infrastructure your development team needs to execute a successful and scalable fundraising program.
What This Includes:
CRM & Donor Management Tools Implementation – Set up and optimize your CRM system to ensure smooth donor tracking, management, and segmentation. We help select and implement the best tools to suit your organization's needs.
Standardized Fundraising Workflows – Develop standardized workflows that streamline your fundraising efforts, ensuring consistency and efficiency in donor outreach, cultivation, and stewardship.
Reporting Dashboards – Create customized reporting dashboards to track key fundraising metrics, providing clear insights into your progress and helping measure the impact of your campaigns.
Team Training on Best Practices – Equip your development team with the tools and knowledge they need to use these systems effectively and implement best practices for long-term success.
How This Differs from Microconsulting:
💡 Microconsulting Sessions (60 Minutes) – Focused consultations designed to offer strategic advice on specific issues, such as choosing the right CRM system or improving one aspect of your development process.
🛠 Short-Term Projects (Weeks or Months) – A comprehensive, hands-on approach that focuses on implementing systems, workflows, and tools, ensuring your infrastructure supports long-term success and growth.
What Happens Next?
Step 1: Book Your Discovery Call
Start by scheduling your free 30-minute discovery call. This helps us understand your needs and determine the best approach for your session.
Step 2: Complete Your Intake Form
Immediately after booking, you'll receive a confirmation email with a link to your intake form. Please fill it out before our call so we can make the most of our time together.
Step 3: Receive a Tailored Proposal
After the call, you’ll receive a clear, structured proposal outlining the project scope, deliverables, timeline, and investment.
Step 4: Get Started
Once the proposal is approved, we’ll finalize the agreement and begin work—providing hands-on, strategic support to move your organization forward efficiently and effectively.
