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Custom-built services to meet your unique needs.

Partner Engagement

Working together closely, we’ll get your Strategy built, your People ready and confident, and your fundraising accelerated by focusing on Practice (learning by doing).

For us to be successful, you’ll invite me fully into your work, and I’ll make my knowledge and experience readily accessible to you and your team. The time and cost for this work varies based on the scale of your organization and your hopes for it, but generally, you can count on us working together for 12 – 18 months. By the end of our time together, you and your team should be well-positioned to move ahead on your own, but you may choose to continue with periodic coaching to keep making intentional progress toward your goals.

Project Engagement

Sometimes, there’s just one piece of your fundraising program that is stalled (or not yet started). We’ll focus in on it through a customized workshop or learning session. We can add coaching sessions for a period of time to make sure you’re successful in the execution of your new learning and skills.

Some Examples:

  • Getting Our Fundraising Case for Support Written
  • Are We Ready for a Capital Campaign?
  • Working Through the Fear of Asking

Leadership Coaching

If you are leading a small to medium-sized charity, you may benefit from a sounding board and trusted advisor as you grow your program and inspire your team’s new focus on philanthropy. Or you may have new fund development leaders in your organization who could go further, faster with an experienced guide available to them.

Specialized EQ Support

Emotional intelligence matters in this work. A lot.

If you or your team are stuck and relationships with Board, staff, donors or other stakeholders aren’t working, a deeper dive into emotional intelligence can identify blind spots, development areas and easy, practical ways to get to better results. This type of engagement includes an online assessment tool, a results report and debriefing session as well as guidance on a developmental plan for leveraging your EQ strengths and tackling your areas for growth.

EQi2.0 Individual Assessment – to learn more about your own EQ
EQ360 Assessment – to learn more about how others see you



I’d love to learn more about you and your organization’s needs.

You can reach me at or 403.463.6855.

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