Who This Is For

You're a nonprofit 501(c)(3) and:

• A small fundraising team (1-5 people)

• Gift administration already handled internally

• A CRM that works... mostly

• Pipeline reports that exist... somewhere

• Good intentions about follow-up... that don't always happen

You need fundraising operations support, someone to maintain data hygiene, track pipeline accountability, and keep your systems actually useful.

What You Get

Every Week

Weekly Check-In

• New data verified and cleaned

• Action items flagged for your team

• Quick pulse on what needs attention

A quick pulse check that keeps small issues from becoming big problems.

Every Month

Monthly Report & Strategy Session

• Complete financial reconciliation

• Pipeline health audit (overdue tasks, missing next steps, stalled opportunities)

• Acknowledgment tracking (gifts requiring thank-yous, overdue acknowledgments)

• Top 5-7 priority opportunities with clear next steps

• Data cleanup summary

• 60-minute check-in meeting to align on priorities

Professional reporting. Real accountability for your fundraising pipeline.

All Month Long

Behind-the-Scenes Support

• Data hygiene maintenance (duplicates, errors, contact updates)

• Pipeline and task management tracking

• Acknowledgment tracking to ensure no donor is left unthanked

• Report maintenance and troubleshooting

• Email/Slack support for questions

• Light system improvements as needed

How It Works

Your team handles:

• Donor meetings and relationship management

• Gift entry and acknowledgments

• Strategic fundraising decisions

• Proposal writing and communications

We handle:

• Keeping your data clean and usable

• Tracking that follow-up actually happens

• Maintaining pipeline reports that tell the truth

• Reconciling your data monthly

• Flagging what needs attention before it becomes a problem

Together: Your team stays focused on donors. Your pipeline stays moving. Your data stays trustworthy.

Investment

$3,000/month

Includes:

• Weekly email check-ins with updates

• Monthly reconciliation and audit

• Monthly report and 60-minute strategy session

• Ongoing data hygiene and pipeline maintenance

• Email/Slack support

• Report and system maintenance

This is for you if: You want your fundraising team to spend their time with donors, not drowning in data cleanup and wondering if anything's being followed up on.

This isn't for you if: You need someone to enter gifts, write appeals, or do the fundraising. We're the operations backbone—your team champions the relationships.

The Difference

Most consultants give you a project plan and disappear.

We show up every week. We keep your systems clean. We hold your pipeline accountable. We help your team breathe.

Think of it this way: your chef (fundraising team) needs to focus on creating something beautiful for your donors. Your sous chef (that's us) keeps the kitchen running—prepping ingredients, cleaning as you go, making sure nothing burns.

Finally, room to breathe.

Ready to Talk?

Let's discuss whether this model fits your team.

Contact Us

FAQ

Q: Do you enter gifts into our CRM?
A: No—we designed this service for organizations that already have gift administration handled. We verify and clean the data, but gift entry should be embedded in your team.

Q: What CRMs do you work with?
A: Salesforce NPSP, Bloomerang, Kindful, DonorPerfect, Little Green Light, and others. We can work with most major platforms.

Q: Can we start with just a few months to try it out?
A: Yes. We recommend at least 6 months to see the full impact, but there's no long-term contract. Either party can end the engagement with 60 days' notice.

Q: Do you work with our fundraising strategy?
A: We support your strategy with data and accountability. We keep your pipeline moving and your data trustworthy so your team can execute on the strategy you've set.

Q: How quickly can we get started?
A: Usually within 1-2 weeks of signing the agreement. We'll schedule a kickoff call, get access to your systems, and start our first weekly email check-in.