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Fundraising. That is the work.

Fundraising is the work. The job has three pieces — curate the donors, coach the candidate, streamline the operation — and a single engagement model that holds them together.

How we work

Every engagement is led by one of our two principals — and the work is done by them. The people you hire are the people doing the work.

Curate

Research and Network Analysis

Tommy's specialty — donor intelligence

Most fundraising operations begin with a database pull. We start earlier than that. Tommy maps your network and your finance committee's networks against nonprofit boards, alumni associations, philanthropic giving records, and political contribution patterns. The output is not a list of names — it's a list of donors with capacity, propensity, and a real reason to back your candidacy.

What you get

  • Personal network audit (you, your spouse, your finance committee)
  • Cross-reference against nonprofit boards, donor advised funds, and major-gift records
  • Political contribution pattern analysis at federal and state level
  • Affiliation mapping (alumni associations, professional networks, civic boards)
  • Prioritized prospect lists with rationale, ask amount, and best path of introduction

Coach

The Pitch

Working with the candidate on the actual ask

The candidate is the asset that does the asking. We work with you directly through your earliest calls — when the uncertainty is highest — and keep coaching as the program scales. What to ask, how to handle the maybe, when to push, when to back off, how to make a major-donor meeting feel like a real conversation rather than a transaction. A confident, well-prepared candidate raises substantially more from the same list.

What you get

  • Pre-call ask-amount calibration and call-by-call coaching
  • Live and recorded call review with specific feedback on tone, pacing, and the close
  • Major-donor meeting prep, role-play, and post-meeting debrief
  • Objection handling (the maybe, the not-this-cycle, the smaller-than-asked)
  • Confidence and pacing work — the parts of asking that aren't in any script

Streamline

Call Time Operations

Shawn's specialty — running the room

Effective call time is a system, not a personality. Call sheets aligned to the plan, a staffer running the room, real-time pledge tracking, follow-up that turns pledges into checks. Most fundraising operations lose 20–40% of pledged dollars to bad follow-up. Ours don't.

What you get

  • Daily prepped call sheets with bios, ask amounts, and warm-up cues
  • Room operations — the staffer next to the candidate keeping the program moving
  • Real-time pledge tracking and same-day follow-up workflows
  • Pledge-to-cash conversion management until the check is in the bank
  • Weekly call-time review with the candidate to refine pace and approach
  • Finance director and finance assistant training so the program is sustainable

Engagement model

How an engagement works

Every engagement opens with a tailored finance plan: a quarter-by-quarter projection rooted in your race, your network, and the realistic universe of donors who will support you. We then ship a weekly accountability memo — pace, gap to goal, what's working, what isn't — so the campaign always knows where it stands and what to do about it.

Day to day, that means principals on every call: research, coaching, room time, follow-up, and the weekly review. Monthly, it means a longer working session with the campaign manager and the candidate to revise the plan against where the race actually is.

Built into the engagement, not sold as a separate product

Finance Planning

Finance planning lives inside the engagement rather than as its own pillar — because the plan is only useful if the people who built it are also the people executing against it. The same principals who write the plan run the call time, do the research, and coach the candidate. The plan stays current because the work stays close.

  • Race-specific finance plan with quarter-by-quarter targets
  • Donor universe sizing and ask-amount distribution
  • Weekly accountability memo with pace, gap, and recommended action
  • Mid-cycle plan revisions when the race changes

The boundary

What we are not

We are a fundraising firm. We are not a general consultancy, a media firm, a digital agency, or a field operation. The campaigns that get the most out of working with us pair us with strong specialists in those other disciplines — and let us focus on raising the money that makes the rest of it possible.

Let's talk.

If you are considering a run — or advising someone who is — the first conversation is a 30-minute call to understand the race and what it will take.

The earlier the better. Most of the candidates we have worked with started planning six to twelve months before announcing. Fundraising is a long-tail discipline — the work that pays off in October starts in March.