You will get an audit of your annual giving program & a revenue growth strategy
Rising Talent
Project details
Is the amount of unrestricted funding from individual donors going up every year? If not, you're facing a problem you don't have time to slack on. Trust and loyalty are built over time — but not if you're treating your supporters like an ATM.
This audit takes a hard look at how your organization actually engages donors — your annual appeals, campaign strategy, and stewardship process — to find out what's really working and what's quietly costing you long-term donors.
It starts with a working session to understand your current program, then moves into a review of your public materials and giving history, followed by analysis of the gaps.
You'll walk away with a prioritized roadmap for building the trust and long-term loyalty that turn one-time donors into lifelong supporters — and set your organization up to receive major and planned gifts down the road. Recommendations are built around your actual constraints: budget, staff capacity, and where you are today, not a generic checklist.
This audit takes a hard look at how your organization actually engages donors — your annual appeals, campaign strategy, and stewardship process — to find out what's really working and what's quietly costing you long-term donors.
It starts with a working session to understand your current program, then moves into a review of your public materials and giving history, followed by analysis of the gaps.
You'll walk away with a prioritized roadmap for building the trust and long-term loyalty that turn one-time donors into lifelong supporters — and set your organization up to receive major and planned gifts down the road. Recommendations are built around your actual constraints: budget, staff capacity, and where you are today, not a generic checklist.
Project Type
Business ConsultingWhat's included
| Service Tiers |
Starter
$850
|
Standard
$1,750
|
Advanced
$3,350
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 21 days |
Number of Revisions | 0 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$250 - $500Frequently asked questions
About Liz
Fundraising for Small Shops | Individual Giving Expert
Anaheim, United States - 2:30 pm local time
That's not philosophy. That's math.
I help nonprofits grow revenue by building 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗱𝗼𝗻𝗼𝗿 𝘀𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 infrastructure that turns individual donors into loyal, lifelong supporters. Annual giving. Planned giving. Technical gifts like QCDs and DAFs. All the vehicles your donors are ready to use, but your organization isn't set up to receive.
The organizations that thrive understand this: relationships come first, revenue follows.
What Sets Me Apart
I spent 18 years building fundraising infrastructure from scratch—not managing inherited systems, but creating them inside real constraints: limited budgets, small teams, mission-first culture. That's a different skill than maintaining infrastructure that already exists. I know what senior-level expertise looks like AND how to make it work for your organization, with your people, inside your reality.
That experience translates directly to results:
💰 I helped a human services nonprofit transform disjointed appeals into a strategic donor engagement system—𝗴𝗶𝘃𝗶𝗻𝗴 𝗱𝗼𝘂𝗯𝗹𝗲𝗱 𝘁𝗼 $2.5M over three years, and donor retention climbed from 41% to 56%.
🎯 I built ways-to-give infrastructure for nonprofits struggling to offer donors the gift vehicles they actually wanted (DAFs, QCDs, stock gifts, bequests). Staff went from confused to confident. Donors went from uncertain to 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹.
📈 I transformed an underdeveloped monthly giving program into a sustainable revenue engine. One organization saw retention consistently above 90%, monthly gift growth of 20%+ in months, and donors who felt so invested they also gave significant one-time gifts during campaigns.
💡 I created a QCD education and outreach system that took organizations from overlooking these gifts entirely to building them as a repeatable revenue stream—𝗤𝗖𝗗 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝗿𝗲𝘄 𝗳𝗿𝗼𝗺 $30K to nearly $100K in the first year with no major budget.
You don't need theoretical strategy. You need strategy that's 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝗯𝗹𝗲. You need someone who knows exactly why your fundraising isn't working and how to fix it. You need a partner who understands the real trade-offs between what's ideal and what's possible—and helps you build toward both.
Steps for completing your project
After purchasing the project, send requirements so Liz can start the project.
Delivery time starts when Liz receives requirements from you.
Liz works on your project following the steps below.
Revisions may occur after the delivery date.
Intake Call
Meet for 45 minutes to get a holistic view of your current annual giving efforts, goals, and challenges.
Website & Document Review
Review your website and the materials you've shared (appeals, campaign calendar, stewardship materials, revenue data).