What if your fundraising operations provided stellar customer service to donors, supported fundraising efforts and enhanced the donor experience?

 Discover the turn-key system that takes your fundraising operations from shotgunned to streamlined by helping to assess and fix every element of your development department’s business center.

Purchase The Fundraising Operations Roadmap

Which of these sound familiar?

✔ Acknowledgements and pledge reminders are late

✔ Producing beautiful, action-oriented fundraising reports are a dream, but not a reality

✔ Reconciling with finance is near impossible

✔ Your fundraising database is a mess and no one trusts the data or the reports that come from the database

✔ You have no policies, procedures or standards for how to manage situations

If any of these are true for you, you’ve come to the right place! Over the last 10 years, I’ve been on a journey to help fundraising departments all over the country shape up their systems, implement processes, and support donors and fundraisers.

The Fundraising Operations Roadmap

An end-to-end, proven system that helps you understand, assess, and correct every element of your fundraising operations.

 And, did I mention, it comes with database standards, checklists, report templates, and all sorts of tools?

The Fundraising Operations Roadmap is a self-guided masterclass that teaches you the ins and outs of fixing your broken operations -- from your fundraising database to your acknowledgements to your monthly reconciliation.

Here’s a sneak peek of what you’ll learn inside The Fundraising Operations Roadmap:

  •  How to build and implement database standards and engage the team
  • How to produce monthly, year-end, and annual reporting so that the team understands the philanthropic landscape
  • Manage multiple software and platforms and making sure they are integrated with one another
  • How to support fundraisers in their quest for funds and produce just-in-time reporting
  • Onboarding new team members so they are set up for success from Day 1
Purchase The Fundraising Operations Roadmap

You’ll also receive lifetime access to The Fundraising Operations Roadmap, which includes 7 modules filled with video lessons, downloads, and checklists:

Module 1: We’ll dig deep into your database and tackle the top 10 database issues. WE’ll also show you how to build standards and provide you with a full set to work from.

Module 2: We’ll audit your policies and procedures to see what you have, what you need, and what needs updating. We’ll also show you how to write effective, digestible policies.

Module 3: This module is all about reporting -- from your monthly reports to year-end reports to annual fundraising reporting. We want you to dazzle and delight with your reporting skills.

Module 4: We’ll review all of the technologies you’re using and make sure they are the right fit for your organization.

Module 5: We’ll dig into the gift entry process and how you can best support the fundraising efforts with query/list requests, just-in-time reporting, and onboarding new fundraisers.

 Module 6: We’ll examine the partnerships that you need to have a healthy, thriving development department. We’ll give you tactics and tips for deepening your relationship with finance, mission delivery, and IT.

Module 7: We’ll wrap up with acknowledgements and pledge reminders and all the odds and ends that are often overlooked in fundraising operations.

And because this information is so powerful, I’m able to charge over $10,000 to fix all the areas of fundraising operations for my clients. I’ve even taught this material in group coaching sessions for $4,500 a pop. Why?

 Because with this knowledge they were able to offer better support to donors, help create donor loyalty, set fundraisers up for success, and shape up all areas of a mature, sophisticated fundraising department!

 But when I decided to package my system into an online course that anyone could follow, I wanted to make it as accessible as possible.

 And that’s why you can gain access toThe Fundraising Report Method for just one payment of $497.

Purchase The Fundraising Operations Roadmap $497

Don’t forget: it’s completely risk free. I’ve packed a lot intoThe Fundraising Operations Roadmap because not only do I want you to be successful but I want to guarantee that you don’t fail.


And to make it a no-brainer deal for you, I’m giving you a 5-day 100% money-back guarantee with your purchase of The Fundraising Operations Roadmap.


That’s right: Go through the first module, check out the bonuses, follow the steps, put in the work, and if you don’t love it in the first 5 days, send me an email and I’ll refund you immediately. No questions asked, no hard feelings.

If The Fundraising Operations Roadmap doesn’t work for you, I’d much prefer for you to take your money and invest it where you will be happier and get results. I just want you to unlock your fundraising potential.

Also - if you sign up for The Fundraising Operations Roadmap today, you’ll receive some exclusive bonuses:

Bonus 1 - Access to our resource library and all tools within, including white papers, quick win videos, and templates and tools (valued at $240)

Bonus 2 - Access to one of our best-selling policies:our Donor Privacy/Data Retention Policy (valued at $300)

Imagine a year from today when your fundraising operations are humming along
and offering stellar customer service to your donors and fundraisers!


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