We guide teams through file segmentation and establishing workflow processes that keep staff focused on major donor gift prospects. Typical projects include defining and coding known and new major donor prospects for cultivation, solicitation and reporting; assigning communication tracks and strategy paths for different prospect segments; aligning fundraising reports with financial reports, projections and goals; and establishing consistent, efficient work-flows that empower staff to raise more funds.

Major Gift Implementations are typically scheduled over three to four months at the cost of $1,000 – $1,500 per month.


Meet our Lead Consultant:


Joanna Joslyn, Project Manager and Lead Consultant

Charlottesville, Virginia and Paonia, Colorado

Joanna has over twenty years of nonprofit experience, including program management, fund-raising, and executive leadership. As a consultant, her clients range from small shops purchasing software for the first time to large, established fundraising machines entering a capital campaign. This broad scope of experience informs her critical problem solving and far-sighted solutions to data projects, resulting in data systems that simplify and support the work of staff.