Customized Consulting

Whether you're new to fundraising, looking for training, or interested in our customized services, we would love to hear from you.

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online fundraising training


Whether you’re starting from scratch or enhancing your current programs, together we’ll co-create customized solutions that work for your organization and ensure your fundraising program aligns with your values.

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online fundraising training

Systems and Processes

Mailing the right donors, collecting the right data, measuring return on investment, hiring the right staff… without clearly defined systems and processes even the most strategic fundraising initiatives can be derailed. We will work with you to implement the right systems and processes to make sure you’re sustainably raising more money.

You believe your organization can raise more money, but you don’t quite know where to start.

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You're in Good Company

Fundraising Services

Fund Development Review | The foundation for fundraising success 

Fundraising requires vision. A well-crafted Fund Development Review will:

  • clarify where your organization is starting from
  • envision the many possibilities available for new and enhanced fundraising initiatives
  • provide recommendations to help you decide where to start
  • act as a point of reference to return to over time as you learn and evolve

The final report will help senior leadership make informed decisions and be your essential roadmap to guide your organization forward in the years to come.

Strategic Fundraising Plan | Your fundraising roadmap

Insights from the Fund Development Review are critical to developing a strategic fundraising plan that is robust, results-focused and aligns with your organizational values. Each plan we develop is customized to be closely aligned with your unique mission, organizational culture, short and long-term goals, and the skills and resources available in your organization. The plan delivers clear targets, tactics and timelines.

Systems and Processes Services

Information Management | The engine of your fundraising program

A database is like a building’s foundation – everything rests of the strength of it. Managing data is hard and takes expertise, training and clearly defined processes. No matter where you are on your data journey, we take the guesswork out of data management and connect the dots on what systems and processes you need to develop a data-informed approach to your fundraising program. We will help you:

  • Select the donor database or CRM that best suits your needs
  • Configure your system according to your unique organizational attributes
  • Clean up and migrate historic data into your new system
  • Integrate your system with other new or existing programs or software





"Cathy provided strategic and practical insights, offering thoughts on how to develop a culture of philanthropy and the infrastructure needed to succeed... Her work for Sherbourne Health served as a strong foundation for our fund development strategy."

- Graeme Imrie | Director, Corporate Affairs Sherbourne Health