our process

Our Process Focuses on Three Key Components

GUIDANCE

Our process starts by focusing on the leadership of the organization, with the recognition that building out a transformational giving program is not just something that Development "does," but rather, it is something that must be "owned" by the entire organization... because it impacts the entire organization and its mission. We begin by setting the stage for exponential growth through a virtual leadership retreat, and follow up with executive coaching, guidance around Transformational Goal Setting, and codification of a set of Transformational Principles for Fundraising. This component of our program ultimately transforms the organization.

GROUNDWORK

Groundwork is all about the "nitty gritty" of implementing new business processes that introduce the “science” of transformational gift fundraising to complement the “art,” learning new skill sets to increase fundraiser competence and confidence, and leveraging new tools (frameworks, templates, meeting agendas, and CRM configuration guidelines) that empower fundraisers to succeed. This is the backbone of every transformational giving program. The elements we focus on in this part of the implementation process are designed to create a culture of philanthropy where everyone is equipped to be a winner. Ultimately, the Groundwork component transforms the team.

GIFT

Learning to think like a superstar fundraiser is what makes the difference between a good fundraiser and a great fundraiser. So from day one, we serve as mentors to your fundraising team - helping them to think strategically, relationally, creatively, and instinctively to cultivate, solicit and close transformational gifts. A key part of this is helping fundraisers learn to uncover the underlying motivations and aspirations of the donor and - when there is alignment with your mission - demonstrating how the apparatus of your organization can enable the donor to fulfill both their aspirations and motivations and become a champion to a cause they believe in. Ultimately, the gift transforms the giver.

More to know about our process

Quick Wins

We help you maximize your philanthropy to make more money from day one.

Secret Sauce

We hold nothing back; we transfer all our intellectual property to you.

Sustainability

We build capacity within you as individuals and as an organization in order to build philanthropic sustainability.

Partnership

We're honored to partner with you as long as you want, as thought partners, mentors, coaches and advisors.

Why Is This Process So Effective?

Why is implementing a Transformational Giving Playbook Project so effective in helping organizations increase their revenue and transform their impact? It is effective because:

It elevates the art of fundraising by leveraging science and proven strategies, as well as innovative technology, research, tools, and clearly defined business processes.
It focuses on understanding and aligning to the intrinsic motivations and aspirations of the donor and demonstrating how the mission and apparatus of the organization can help the donor fulfill both, in a way they never could on their own.
It positions "superstars" to become invaluable guides by becoming mentors to their peers, sharing their best practices, and leading knowledge-sharing sessions.
It equips fundraising staff with the skill set they need to be a successful member of the Transformational Giving team - through training, mentorship, step-by-step roadmaps and skill building.
It prioritizes the time, energy and efforts of the development department on donors who have the capacity to give truly transformational gifts.

It creates a culture of philanthropy where every staff person understands, appreciates, and is recognized and rewarded for how they contribute to the financial health of the organization.
It creates a unified donor experience that significantly grows revenue across the whole of the organization and where team members work collaboratively toward a common goal - to raise more money and do more good.
It prioritizes buy-in and leadership from the organization executives and board members as a prerequisite to the success of the transformational giving program.
It provides fundraisers with a comprehensive set of leading-edge tools that provide consistency, transparency and effectiveness in the fundraising efforts across the organization.
It provides clear business processes, standards, expectations, accountability, and coordination designed for everyone to win.

Request A Meeting

If you are interested in learning more about how we can support your organization in exponentially growing its revenue and impact through six and seven-figure gifts, just click the button, request a meeting, and we'll be in touch with you within one business day to set up a call. We look forward to speaking with you.