Applications Open For Spring 2026
Only 4 Spots Available Starting February or March
Your organization is growing, but your fundraising systems are drowning. You have messy data, manual processes eating up hours every week, and a team capable of managing operations—once everything is actually set up properly. You're ready to invest in infrastructure that will support your fundraising for years to come.
Problems this solves:
Your fundraising CRM is full of duplicates, incomplete records, and inconsistent data that nobody trusts
Manual processes waste hours every week
Reports don't match reality, making confident decisions nearly impossible
Your team can't find information quickly
Onboarding new staff takes weeks because nothing is documented
Strategy consultants keep telling you what's wrong without actually fixing anything
What you get over 4 months:
Complete CRM audit and data cleanup - We'll eliminate duplicates, standardize records, and create data you can actually trust
Data migration and import support - Moving systems or importing historical data without losing critical information
Integration setup - Connect your donation platforms, email tools, and other systems so data flows automatically
Foundational automations - Receipts, acknowledgments, and workflows that run themselves
Process documentation and knowledge base - Clear documentation your team can actually use, not gather dust
Live training sessions with recordings - Your team learns how to maintain and build on these systems
Monthly check-in calls - Ongoing support as you implement and questions arise
What changes:
You'll finally have a fundraising CRM you can trust—clean data, smart automations, and systems that make sense for how your team actually works. Reports become accurate and useful for real decisions. Your team saves hours every week. New staff onboard smoothly with clear documentation waiting for them. And you'll have the knowledge and capacity to manage systems confidently as you continue to grow.
What makes this different:
Most nonprofits patch together operations support over time: an audit here, a migration there. Things break in the gaps. This is different: complete systems transformation in one coordinated engagement. You get clean data, working automations, and a team that knows how to maintain what you've built.
I've been in your shoes. I spent years as a fundraiser and development director before specializing in fundraising operations.
Spring 2026 cohort: 4 organizations.
Payment options
$20,000 total — or $19,000 if paid in full (4 monthly payments of $5,000 also available)
Applications Open For Spring 2026
Only 4 Spots Available Starting February or March
Your organization is growing, but your fundraising systems are drowning. You have messy data, manual processes eating up hours every week, and a team capable of managing operations—once everything is actually set up properly. You're ready to invest in infrastructure that will support your fundraising for years to come.
Problems this solves:
Your fundraising CRM is full of duplicates, incomplete records, and inconsistent data that nobody trusts
Manual processes waste hours every week
Reports don't match reality, making confident decisions nearly impossible
Your team can't find information quickly
Onboarding new staff takes weeks because nothing is documented
Strategy consultants keep telling you what's wrong without actually fixing anything
What you get over 4 months:
Complete CRM audit and data cleanup - We'll eliminate duplicates, standardize records, and create data you can actually trust
Data migration and import support - Moving systems or importing historical data without losing critical information
Integration setup - Connect your donation platforms, email tools, and other systems so data flows automatically
Foundational automations - Receipts, acknowledgments, and workflows that run themselves
Process documentation and knowledge base - Clear documentation your team can actually use, not gather dust
Live training sessions with recordings - Your team learns how to maintain and build on these systems
Monthly check-in calls - Ongoing support as you implement and questions arise
What changes:
You'll finally have a fundraising CRM you can trust—clean data, smart automations, and systems that make sense for how your team actually works. Reports become accurate and useful for real decisions. Your team saves hours every week. New staff onboard smoothly with clear documentation waiting for them. And you'll have the knowledge and capacity to manage systems confidently as you continue to grow.
What makes this different:
Most nonprofits patch together operations support over time: an audit here, a migration there. Things break in the gaps. This is different: complete systems transformation in one coordinated engagement. You get clean data, working automations, and a team that knows how to maintain what you've built.
I've been in your shoes. I spent years as a fundraiser and development director before specializing in fundraising operations.
Spring 2026 cohort: 4 organizations.
Payment options
$20,000 total — or $19,000 if paid in full (4 monthly payments of $5,000 also available)
Format
Remote
Duration
4 months
Frequency
Monthly