Services
Masterclasses
What They Are
Live virtual sessions, typically 60-90 minutes in length, focused on topics ranging from organizational strategy to specific areas of fundraising, marketing, and business.
What You Receive
Executive-level clarity on critical fundraising and business issues
Insights into root causes of revenue challenges
Defined next steps for corrective measures and growth
Live problem solving with real-time Q&A
Masterclasses equip leaders to make faster, better-informed decisions that improve revenue performance.
Workshops
What They Are
Half-day working sessions designed for leaders and teams ready to improve revenue performance from the inside out. Sessions combine analysis, facilitated dialogue, and structured planning. Areas addressed include fundraising, marketing, budget planning, board engagement, and donor engagement.
What You Receive
Structured review of selected area
Analysis of gaps, weaknesses, and high-impact opportunities
A structured 30-60-90 day plan with concrete next steps
Clear definition of roles and accountability structures
Practical templates and tools for implementation
Workshops lead to better strategy, resource allocation, team alignment, role definition, and time management. They conclude with a concrete plan for measurable progress.
Supercharge Audits
What They Are
“Done for you” assessments of infrastructure, systems, and performance targeting areas for improvement and uncovering hidden growth opportunities. Audits can focus on fundraising or address stronger integration with other areas (marketing, business operations, board.)
What You Receive
Comprehensive review of selected operational area
Detailed quantitative and qualitative assessments
Infrastructure and capacity analysis
Pipeline, reporting, and performance measure review
Tools and resources for targeted needs
Executive summary outlining findings and recommendations
Audits uncover bottlenecks and performance gaps, resulting in a structured 30-60-90 improvement plan featuring priorities, timelines, and measurable benchmarks. They also target upskilling, professional development, and team-building opportunities.
Fractional Services
What They Are
“Done with you” concierge services, ongoing or project-based, covering issues ranging from strategy development and planning, systems and processes, goal setting and performance management, to best practice implementation and leadership development. Like audits, fractional services can focus on fundraising, board development, or the intersection of fundraising, marketing, and business.
What You Receive
Ongoing strategic counsel and executive-level problem solving
Team coaching, mentoring, and upskilling
Infrastructure design and improvement (CRM, processes, SOPs, reporting)
Strategy development and implementation oversight
KPI design and performance tracking
Short- and long-term revenue planning
Generous access to proprietary frameworks and evergreen templates
Fractional services provide real-time counsel and purpose-built solutions for performance improvement and revenue growth. They coordinate work within and across teams, provide ongoing coaching to hone skills and strategies, and improve operational efficiency and revenue performance.
Interim Executive Management Services
What They Are
Executive oversight and planning during periods of leadership transition or restructuring.
What You Receive
Stable administrative management
Business model and revenue structure analysis
Comprehensive administrative assessment
Strategic focus on funding pipelines and revenue processes
Clear documentation of roles, responsibilities, and workflows
Structured, evidence-based 90-day onboarding roadmap for incoming leadership
Interim services ensure operational continuity, maintain staff morale and accountability, protect fundraising momentum, and provide a 30-60-90 onboarding plan for new executives.
Comparison Grid
| Service | Time Frame | Level of Depth | Who It’s For | Primary Focus | Key Deliverable |
|---|---|---|---|---|---|
| Masterclass | 60–90 minutes | Educational | Executives and Team Leads | Clarity on fundraising & business issues | Actionable insights + next steps |
| Workshop | Half-day | Facilitated planning | Leadership Teams | Alignment & priority setting | Customized roadmap + templates |
| Supercharge Audit | 6 weeks | Diagnostic & strategic | Executives & Team Leads facing instability | Root-cause analysis & infrastructure review | Executive assessment + sequenced action plan |
| Fractional Services | 6+ months typical | Implementation & leadership | Growing or distressed nonprofits | Strategy + execution oversight | Measurable performance improvements + KPIs |
| Interim Executive | Transition period (4–6 months typical) | Full executive oversight | Nonprofits in leadership transition | Stabilization & executive onboarding | Operational continuity + 90-day onboarding roadmap |
Fractional Chief Advancement Officer (CAO) Services for Nonprofits
What is a Fractional CAO?
A Fractional Chief Advancement Officer (also known as a Virtual CAO, Interim CAO, or Outsourced CAO) is a revenue architect and problem solver.
As a Fractional CAO, I partner with nonprofits on a short-term or part-time basis to fix budget problems, improve revenue generation, and strengthen financial health—without the long-term cost or commitment of a full-time hire.
My services blend analysis and evidence-based solutions with implementation and team coaching on today’s best practices. This broad, integrated approach ensures that fundraising looks decisively in two directions, addressing your nonprofit’s business needs while advancing your mission.
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