During the Dream phase, we define your impact and vision for the future so that donors feel inspired to invest in you.

Strategic Planning

This is your opportunity to dream big and envision the ideal state of your organization. We will facilitate a series of conversations with you to specifically address the best way to evolve over the short- and long-term.

Case Statement Development

Fundraising all starts with how you tell your story and define your impact and vision for the future so that donors feel inspired to invest in you. We help you articulate your case, results, and aspirations so you can weave them into all of your fundraising messaging.

Donor Communications

“Fundraising underperformance is a failure to communicate,” according to Penelope Burk of Cygnus Research. We bring your storytelling to life through all the offline and online ways you communicate with your audience.

We know donor relationships are built over time through a regular cycle of asking, thanking, and reporting. We show you how to create a regular cadence of multi-channel touchpoints that keep more donors, reactivate past supporters, and inspire new donors to make another contribution.

Ready to learn how to increase fundraising?


How It Works

Our four-step process—assess, dream, plan, and do—offers a comprehensive analysis of your current fundraising trends, your organization’s vision, and your best opportunities to focus limited fundraiser time and attention. During Dream, that means:

  • Discussing the “blue sky” vision for your nonprofit and what is required to achieve that future state
  • Addressing the resources that are necessary to inspire potential donors
  • Challenging, probing, and helping you expand on your messaging to sharpen the case for support
  • Recommending a 12-month donor communications calendar for multi-channel appeals, stewardship, and cultivation

Fill out our questionnaire to tell us about your nonprofit organization and your
fundraising goals and to find out if we’re the right partner for you.

Fill Out the Questionnaire

“Barbara listened to what we said we needed and hoped to learn in order to assess and improve our direct mail program. Barbara not only delivered on our felt needs but also surfaced unfelt needs and gave us more than we knew we needed to know. On the tactical level, we came away with a lot of sound analysis and practical recommendations to work with now as we grow our direct mail program.”

Deborah McGlaughlin
Hospice of the Chesapeake

“Barbara is a consummate professional and has a deep, thorough grasp of non-profit fundraising. She provided expert advice and insights on our end-of-year direct mail appeal campaign, our corporate cabinet, and our individual giving program. She has innovative and keen insights, and she worked remarkably well with our president and my team.”

Kendra Davis
Vice President for Philanthropy, Refugees International

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