FREE 8 CHECKPOINTS TO NEXT LEVEL FUNDING
Get more funding.
Not more meetings.
Millions Raised. Millions Touched.
Give us 10 minutes.
See what your Next Level Fundraising looks like—with practical steps to get there.
A focused self-assessment for nonprofit leaders, development staff, and boards.
Your Next Level Starts Here
We advise nonprofit and NGO directors/CEOs, school presidents, boards, and leading philanthropic donors. For more than 30 years, our team has helped organizations—from start-ups to blue-chips—increase their funding through:
- Major & Transformational Gifts
- Annual & Planned Giving
- Campaign Feasibility & Design
- Capital Campaigns
- Development Materials, Staff Optimization & Outsourcing
YOUR FIRST STEP
Eight Quick Checkpoints.
Review donor follow-up, staffing, cash flow, events, major gifts, business sponsors, communications and long-term needs.
- See what is working for you now
- Spot gaps to fill
- Move forward with a working call
About 7–10 minutes. No preparation needed; your on-screen summary is yours to use.
A PRACTICAL VIEW OF YOUR FUNDRAISING SYSTEM
Eight Areas That Shape Success
Donor follow-up
Staff and workflow
Budget and cash flow
Fundraising events
Major gifts
Business sponsors
Communications and tools
Legacy and capital needs
WHAT YOU’LL TAKE AWAY
Action Items, Built from Your Input
Short Priority List
See which areas get attention first.
Practical Tools
Free introductory template notes. Full templates are available through a working call.
Next Level Conversation
Tailored Materials & a Working Conference.
DISCREET GUIDANCE FOR NONPROFIT LEADERS
Director/CEO Confidential
Get confidential solutions for behind-the-scenes questions you can’t address in public.
A financial irregularity, an unresolved complaint, a chronic personnel issue, or a whispered rumor can block your progress—and opening questions to public discussion may not be a good move.
Our team includes nonprofit executives who understand the extreme sensitivities you juggle among donors, staff, alumni, board members, and other stakeholders. We can help you identify best options from our HR, legal, or accounting resources - starting informally and behind-the-scenes.
Whatever your issue, we likely have seen and navigated a similar minefield!
One discreet "off the record" conversation with us now can help avoid distraction - or disaster - later.
Your Next Level Starts Here
We advise nonprofit and NGO directors/CEOs, school presidents, boards, and leading philanthropic donors. For more than 30 years, our team has helped organizations—from start-ups to blue-chips—increase their funding through:
- Major & Transformational Gifts
- Annual & Planned Giving
- Campaign Feasibility & Design
- Capital Campaigns
- Development Materials, Staff Optimization & Outsourcing
ABOUT THE 8 CHECKPOINTS
Common questions
How long does it take?
Plan for about 7–10 minutes to complete all eight checkpoints.
Do I need to prepare financial statements?
No. The checkpoints are a guided review. You can choose “not sure” or skip details you do not have on hand.
How will my Checkpoint Results increase funding?
You can use the checkpoints to optimize your goals and workflow - immediately and without cost. If you want to make faster progress - or don't have the staff or bandwidth for one more thing - we are available to chat soon and help with the heavy lifting!
What if I would rather speak with someone first?
Use the general inquiry option above to share your top challenge and start a conversation.
CHECKPOINT 1
Choose the one answer that best describes your organization.
Select free template notes for any area you want to explore. Your notes will cover every area you mark. Full templates are available through a working call with our team.
Free 8 Checkpoint Template Notes
Enter your email to receive free template notes covering every area where you chose “Send me free template notes.” Phone is optional. Full templates are available through a working call with our team. To arrange a call, include that request in the form below.
