Services

Practical, hands-on consulting across four areas. Engagements are scoped to your team and your timeline — not a fixed package.

Product Management for Mission-Driven Software

Discovery, roadmap, launch, and adoption for platforms built for nonprofit teams. I help you define what to build, in what order, and how to get your team actually using it — whether you're working with a vendor, an internal dev team, or deciding whether to build at all.

  • Needs discovery & stakeholder interviews
  • Product roadmaps prioritized by mission impact
  • Launch planning and adoption tracking
  • Vendor evaluation and build-vs-buy analysis

Annual Giving Strategy & Execution

Campaign design, segmentation, appeal calendars, and reporting. I help you plan the year, write the segments that matter, and measure what actually moved — not just what was easy to count.

  • Annual appeal calendar & campaign design
  • Donor segmentation and targeting strategy
  • Direct mail and digital appeal coordination
  • Campaign reporting and post-mortems

CRM & Fundraising Data

Selection, implementation, migration, cleanup, and reporting that people actually read. Your CRM should make your team's job easier — not create another layer of work. I help you pick the right tool, move cleanly, and build reports your leadership will open without dreading.

  • CRM selection and requirements definition
  • Implementation and data migration
  • Data cleanup and deduplication
  • Dashboard and report design

AI Enablement for Fundraising Teams

Evaluating, piloting, and rolling out AI tools with the guardrails and training that make them stick. AI can help your team do more with less — but only if it's introduced thoughtfully, with clear boundaries and real practice.

  • AI tool evaluation and vendor landscape review
  • Pilot design and success criteria
  • Policy and guardrail development
  • Team training and adoption support

Not sure which fits?

Most engagements start with a conversation. Tell me where you're stuck and we'll figure it out together.

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