What if you could have fully automated fundraising and board reports that took you less than 30 minutes to prepare each month?

And, they are beautiful, power-packed reports that drive the right fundraising action. Discover the turn-key system that takes you from spending hours, maybe days each month manually crunching data to literally having fully automated, beautiful fundraising reports!

⋙ Purchase The Fundraising Reports Method Masterclass ⋘

Which of these sound familiar?

You’re frustrated when it comes time to run monthly reports because they take 5x longer than they should

You want to produce beautiful, action-oriented reports but the database you’re in doesn’t produce what you want

You know what you want to produce for your board and the development staff, but can’t get the right data out of the system with the right visualizations

 You’ve produced the same monthly reports for years and no one hardly looks at them anymore

If any of these are true for you, you’ve come to the right place!

Over the last 5 years, I’ve been on a journey to perfect and automate fundraising reports, understand what each audience needed to know to make data-driven decisions, find the right data visualization, and pinpoint the exact metrics to include for report audiences.

Introducing….The Fundraising Report Method:

An end-to-end, proven reporting system that helps you understand your reporting audiences, produce the right information for each audience, create beautiful, action-oriented reports, and save you hours of manual work through report automation.

And, did I mention, it comes with ALL of our report templates!

The Fundraising Report Method is a self-guided masterclass that teaches you the ins and outs of how to identify and understand your report audiences, produce the right amount of data in an easy-to-read forman/visual, automate reports for efficiency, and so much more.

Here’s a sneak peek of what you’ll learn inside The Fundraising Report Method:

  The differences between accounting of gifts and counting of gifts

The three main audiences for your reports and exactly what they need to be successful in their fundraising

Key performance indicators for major and planned giving officers, annual giving and events, and corporate and grant writers

What data needs to be extracted from your database and how to automate your reports

How to interpret the results and present your reports to your three main audiences

Say No More, I Need This Course!

You’ll receive lifetime access to The Fundraising Report Method, including

8 report templates
6 modules filled with video lessons

Module 1:
We’ll define your key audiences and what elements are needed for successful reporting

Module 2: We’ll break down the best KPIs for every position in your fundraising department

Module 3: This module is where we roll up our sleeves and begin to crunch data. We’ll teach you the formulas for perfect fundraising reports

Module 4: We’ll build all your monthly reports in this module - for your board, your leadership, and your colleagues in the development department

Module 5: We’ll dig into your annual reporting and what your development department should be looking at to build data-driven fundraising strategies

Module 6: We’ll wrap the course up with how to interpret results, how to present with confidence, and how to answer tough data questions.

And because this information is so powerful, I’m able to charge over $10,000 to build these reports 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 equip their boards, leadership, and development department with actionable, beautiful fundraising reports that increased revenue! 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 to
The Fundraising Report Method for just one payment of $797

Don’t forget: it’s completely risk free. I’ve packed a lot into The Fundraising Report Method because not only do I want you to be a successful fundraiser but I want to guarantee that you don’t fail.

Purchase Masterclass Now!

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 Report Method.


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 Report Method 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 Report Method 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 you have automated fundraising reports that deliver and delight for all your audiences. You’ll save 8-10 hours every month with this knowledge!

Imagine watching your development department look forward to receiving their reports and go forth and build great strategy on the data you’ve provided.


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