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Nonprofits

Revenue operations built for mission-driven organizations.

Grant deadlines, donor pipelines, and program reporting have the same structural problems as any sales operation — they just use different vocabulary. I build the systems that let your team focus on mission, not spreadsheets.

The Situation

What brings nonprofits to me.

Development teams run on relationships, but relationships without systems eventually break down. Staff turnover wipes out donor history. Grant deadlines live in one person's calendar. Program data lives in a spreadsheet that two people are editing at the same time. Leadership can't tell the board which funders are actually engaged — they can only guess.

Common Signal

Our development director left and we realized we had no idea what was happening with half our major donors.

Also Common

We almost missed a grant deadline because it was only in one person's email. We need a system, not a prayer.

What I Build

Systems that survive staff transitions.

Donor CRM Architecture

Pipelines for major donor cultivation, mid-level stewardship, and lapsed-donor reactivation — with stage definitions that any new hire can understand on day one.

Grant Tracking System

Deadlines, reporting requirements, funder relationships, and award history in one place — not scattered across inboxes and personal calendars.

Board-Ready Reporting

Dashboards that show revenue by source, pipeline by stage, and retention trends — built from data your team already enters, not manual exports.

Program Outcome Tracking

Structure your program data so funders get the impact metrics they want and your staff stops rebuilding the same report every grant cycle.

Who This Is For

Organizations I work with.

Not every nonprofit needs the same thing. Here are the situations where I add the most value.

Development Teams
Mid-Sized Nonprofits ($1M–$10M Budget)
You have a development team of two to five people, a mix of individual and institutional funding, and systems that have not kept up with your growth. Donor data is split across three tools and everyone has their own workarounds.
We are growing but our CRM is still what we set up in year one. It does not reflect how we actually work anymore.
Post-Transition
Recovering from Staff Turnover
A key development person left and you realized how much institutional knowledge walked out with them. Donor relationships, grant history, and cultivation notes were in their head or their personal folders. You need to rebuild before relationships go cold.
We did not realize how much was in her head until she gave notice. We have two months to get this fixed.
Grant-Heavy Orgs
Foundation & Government Funded
More than half your revenue comes from grants, which means more than half your risk lives in a spreadsheet. Deadline management, reporting calendar, and funder relationship tracking are critical — and fragile when managed manually.
We almost missed a LOI deadline last quarter. We need a system that does not rely on one person remembering everything.
Scaling Programs
Adding Headcount or Sites
Your program is growing but the data infrastructure is not. You are opening a second site or hiring program staff and the systems that worked with ten clients cannot scale to one hundred. Funders are starting to ask for outcome data you cannot easily pull.
Our funder wants quarterly impact data and right now it takes us three weeks to pull together a report that should take three hours.
Leadership Transition
New ED or Development Director
New leadership brings the opportunity to reset systems that were never quite right. You want to come in with a real picture of the donor portfolio, pipeline, and funder relationships — not inherit a mess you did not create.
I start in 60 days and I want to walk in knowing exactly where the organization stands with every major donor.
Board Accountability
Improving Reporting Credibility
Your board is asking better questions than your dashboards can answer. Revenue by source, donor retention, pipeline coverage, cost per dollar raised — these are reasonable asks that should not require a full day to answer.
Our board meetings always end with someone asking a question we have to go look up. We need better reporting infrastructure.
What I Deliver

The systems I build for nonprofits.

Practical, trainable systems that your team will actually use — built for the realities of lean development teams and high turnover environments.

Donor Pipeline Design
A structured cultivation pipeline with clear stages, move management triggers, and stewardship touchpoints — built so any team member can pick up a relationship and know exactly where it stands.
  • Major donor pipeline with defined stage criteria
  • Lapsed donor reactivation workflow
  • Mid-level upgrade path from annual fund
  • Touch cadence templates by donor tier
  • Capacity and affinity scoring framework
Grant Management System
Centralized grant tracking with deadline visibility, reporting calendars, funder contact records, and award history — structured so nothing lives only in one person's inbox or calendar.
  • Grant pipeline with LOI, proposal, and report stages
  • Deadline calendar with automated reminders
  • Funder relationship and history records
  • Reporting requirement documentation by grant
  • Revenue forecasting by funding source
CRM Setup & Migration
Whether you are starting from scratch or cleaning up a neglected database, I get your CRM to a state your team trusts and actually uses — with documentation, training, and processes that stick.
  • CRM selection or audit (Salesforce NPSP, Bloomerang, HubSpot)
  • Data migration and deduplication
  • Custom fields and record architecture
  • Staff training and adoption plan
  • Ongoing data hygiene processes
Impact Reporting Infrastructure
Build the data architecture that makes funder reporting fast and board reporting credible — so you stop rebuilding the same report from scratch every quarter and start spending that time on mission.
  • Program outcome data model and tracking fields
  • Funder-specific report templates
  • Board dashboard with KPIs that actually matter
  • Cost-per-outcome and program efficiency metrics
  • Annual report data pipeline
Why It Matters

The cost of no system.

Nonprofits often treat operational infrastructure as a luxury. The data says otherwise.

43%
of donors lapse because they did not feel remembered — not because they stopped caring about the mission.
18 mo
Average tenure for a development director. Without systems, that turnover resets your major donor relationships every time.
3×
It costs roughly three times more to acquire a new donor than to retain an existing one. Retention is your highest-leverage revenue lever.
How I Work

What working together looks like.

I work with nonprofits on fixed-scope projects or short retainers depending on what makes sense. Most engagements start with an audit of what you have and a clear picture of what needs to be built.

  • ✓One-time CRM setup or migration — fixed price, defined scope
  • ✓Grant system buildout with team training included
  • ✓3-month retainer to build, train, and stabilize systems
  • ✓Dashboard and reporting infrastructure projects
  • ✓Post-transition audits for incoming leadership
On Pricing

Nonprofit rates are available. The first call is always free and I will tell you directly if I am not the right fit for your situation.

What the first 30 days looks like
1
Audit what exists
CRM state, spreadsheets, grant tracking, reporting processes, and where data actually lives versus where it should.
2
Prioritize with you
Not everything needs to be fixed at once. We identify what is most fragile and what will create the most leverage when fixed first.
3
Build and document
I build the systems, write the documentation, and train your team — so everything works when I am not in the room.
4
Handoff with confidence
You own everything we build. No dependency on me, no proprietary tools, no locked-in methodology.
Get in Touch

Let's talk about your organization.

No pitch deck, no sales process. Tell me what you are dealing with and I will give you a straight answer on whether I can help — and if not, point you toward who can.

Good fit signal

You have a development team, a real CRM (or the need for one), and a specific problem — donor retention, grant tracking, reporting, or staff transition. That is where I add the most value.

See all organizations I work with →
Start a conversation.

Tell me about your organization and what you are trying to fix. I respond within one business day.

Your mission deserves systems that match it.

The first call is free and focused on your situation, not a sales pitch. You will leave with a clearer picture of what needs to change even if we do not work together.

Start the Conversation →