How long are your typical contracts with nonprofit clients?

12 Months.

Why? Because traditional shorter or sprint contracts are for one-off deliverables, projects, or assessments like plans and campaigns. If you want to greatly diversify and/or grow by millions, you need a growth partner walking alongside your CEO, team, and board for an entire year.

How many clients do you work with at one time?

Each year I work with a handful of clients for twelve full months in a high touch capacity that’s individualized to where you are in your organization’s growth trajectory. That’s about 5-7 at any given time from all over the country.

How much time do you spend with each client?

We spend as much time together during the twelve months as it takes to achieve your goals. I’m serious.

For twelve months, you have ALL-ACCESS to my time and help via phone/email/Zoom. In addition, we scheudle regular recurring meetings where I’ll provide a combination of teaching, advisory, and coaching. In those meetings you’ll learn my core methodology that fully finances your organization every year and moves you into financial sustainability through increased charitable revenue. I also give my clients access to my monthly open office hours where you can get help from me or any other client who might be attending that day.

Why does my unique methodology work so well?

It exposes what’s really blocking your overall revenue growth and keeping you from growing. This puts you on a path to steady, predictable revenue so you can commit to your honest budget and invest in the infrastructure needed to do what’s in your strategic plan.

It equips your team to attract and lead investment-level conversations with donors/funders who can give more. They’ll know how to sit one-on-one with prospects, have financial conversations, and solicit for their best gift, every year. 

It represents your real financial need to donors (including reserve & overhead). This attracts investment-level donors who ‘get it’ and creates a more authentic relationship with those who want to give more each year.

It turns your team and board into high-revenue generators. This approach aligns your teams’ hours with dollars, dictating which activities they should STOP doing and which they should START spending more time on for maximum ROI.

It gives your team the tools to confidently lead investment-level conversations to gen-ops solicitations. Too many fundraisers have “kinda found themselves in a fundraising role” and naturally pivot into time-consuming, transactional activities like events, peer-to-peer, project-based proposals, and grant submittals that never allow enough flexibility for infrastructure investments.