Our proven system allows you to take advantage of our expert coaching and moves management platform so you can systematically evaluate your donor and prospective donor giving, and help you stay on track with your fundraising goals. We make sure your donor relationships are properly created and maintained, so you can engage and solicit everyone in your pipeline, without anyone falling through the cracks.

Your coach works with you to identify your potential donors, run wealth-screenings, rate the giving potential and set measurable giving goals and benchmarks. Your coach will then conduct weekly calls with you to help strategize and set actionable tasks that are put in to your calendar. You will also benefit from having end-of-the-week check-ins from our project managers to keep you on track and producing. Coaching calls provide the expertise, confidence and creative solicitation tactics you need. Our coaches hold fundraising staff accountable for their goals, momentum and focus.