Who this is for
Fundraisers who need to get better at the job they already have: organizing a portfolio, planning outreach, and approaching donor engagement with more intention.
Fundraising Training
For development officers and teams who need the fundamentals applied to their actual portfolio, not a slide deck that evaporates after the workshop.
Fundraisers who need to get better at the job they already have: organizing a portfolio, planning outreach, and approaching donor engagement with more intention.
Teaching. Walk-throughs of the fundamentals, then immediate application to your role. A supportive room to ask questions, talk through challenges, and leave with tools that still work on Monday.
It is not Executive Thought Partner work. It is not fractional staffing, and it is not the monthly advisory subscription. He is not taking your portfolio. He is helping you run it.
Presidents and CEOs usually need a confidential thinking partner. Officers usually need the craft. If the leader also wants a private room, that is a separate engagement.
My experience working with coach Dan during the 8-week coaching program was incredibly valuable. He did a great job of walking me through the fundamentals of fundraising while also helping me apply those concepts directly to my role. He helped me develop strategies for organizing and managing my portfolio, planning my outreach, and being more intentional in how I approach donor engagement. What I appreciated most was the confidence I gained throughout the coaching process. He created a supportive environment where I could ask questions, talk through challenges, and develop practical strategies that I could immediately put into action. By the end of the eight weeks, I felt more knowledgeable, organized, and confident in my approach to Leadership Annual Giving.
Every offer is a different shape of the same practice: senior judgment, held quietly, in Charlotte, NC, and Remote.
Applied fundraising teaching: portfolio organization, outreach planning, donor engagement, and the confidence to do the work after the sessions end. Built around the role you already have.
Training is teaching the craft. Executive Thought Partner work is reserved thinking space for a leader. Fractional fundraising is doing the advancement work with you. Training leaves the skill in your shop.
Development officers, leadership annual giving, and small teams that need fundamentals applied to their real donors, not generic nonprofit-consultant filler.
If this resonates, the next step is a short, private discussion to determine whether the work fits your context, whether the timing is right, and whether the chemistry makes sense. If it does, we proceed. If it does not, we part cleanly.