Frequently asked questions

We work with charities and non-profits of various sizes and missions — from small local organizations to larger national initiatives — who need help with fundraising strategy, donor database systems, grant applications, and improved fundraising operations. Please see client list on the homepage for examples.

Lisa is a strategic and caring person who genuinely wants you and your organization to succeed. She enjoys mentoring those new to fundraising and provides honest peer-to-peer input for leaders. Her experience allows her to adapt to your style of working. With 20+ years of hands-on fundraising experience and practical expertise in donor-centric strategy and database management, we combine big-picture strategy with real-world execution. Our focus is on empowering your team and strengthening your donor relationships

Fundraising consulting helps organizations develop tailored strategies for revenue growth, donor engagement, sponsorships, events, and major gifts. We assess your current operations, identify opportunities for improvement, and help you implement effective fundraising plan.

Both! We offer one-off projects — like campaign strategy, database audit or grant writing — as well as ongoing support and long-term coaching to grow your internal fundraising capacity.

Simply contact us to arrange a free introductory call. We’ll discuss your needs and goals to determine the best next steps for your organization.

Typically we begin with a discovery call, followed by an agreed-upon proposal. From there, we work collaboratively with your team through implementation, regular check-ins, and results evaluation.

We specialize in Raiser’s Edge NXT and can also advise on selecting and implementing other donor database systems based on your organization’s needs.

Signs you might need help include: duplicate records, inconsistent data entry, low reporting confidence, lack of donor segmentation, and staff confusion over workflows. A database audit can identify improvements. (Inspired by common donor database support FAQs.)

Yes — we offer training and documentation to help your team confidently use your CRM, maintain clean data, and optimize your donor engagement processes.

Yes — from identifying funder opportunities to drafting compelling proposals, we can support your grant-seeking efforts and improve your likelihood of success.

We support a range of fundraising approaches including sponsorships, annual giving, special events, monthly giving programs, and major donor cultivation.

We can help create or edit fundraising proposals, case statements, sponsorship packages, and stewardship communications that resonate with potential supporters.

A database audit examines your existing data quality — including duplicates, missing fields, inconsistent formatting, and outdated records — and provides recommendations to enhance accuracy and usability.

Absolutely — clean and structured donor data enables reporting that supports strategic decision-making, donor segmentation, and campaign performance tracking. (Best practices in donor services.)

Pricing varies depending on the scope of work. After an initial discussion, we will provide a clear quote based on your needs — whether it’s a flat-rate project or ongoing support. Please see our services pages for more details. Work is usually set out in phases. At the end of each phase a quick review is held and if there is a need for adjustment both parties can make suggestions.

We work with organizations anywhere in the world — virtually by default, with in-person support where feasible.