Personalized, 1:1 and/or team coaching and strategic counsel for CEOs, senior leaders and fundraisers, board members and campaign volunteers. Let us understand your vision, uncover your gaps and then we’ll help you create a sustainable path forward - whether it’s launching new fundraising campaigns, setting and achieving goals, onboarding new leadership, planning new programs, developing donor engagement strategies and more.

Areas of focus may include:

Leadership & Team Coaching
Campaign Planning & Readiness
Goal Setting & Accountability
Staff & Volunteer Onboarding
Donor Engagement & Solicitation Strategies
Program Design

Benefits to you: Build alignment, clarity, momentum and capacity, ensuring leadership, staff, and volunteers are working toward shared goals. Move from ideas to action with discipline and accountability, and strengthen your team’s skills and resilience for long-term success.

Internal Assessments provide a clear picture of current fundraising operational strengths and existing gaps in order to build the strongest foundation for success and sustainability. Through staff interviews, document review, and data analysis, we will evaluate the degree to which the team structure and focus is optimized for productivity,  efficiency and maximum impact, as well as aligned with organizational priorities. We will provide practical, prioritized recommendations to strengthen workflows, clarify roles, and ensure the fundraising operational model supports your current needs and long-term growth.

Areas of focus may include:

Organizational Readiness Reviews 
Team & Talent Development 
Board & Leadership Engagement
Fundraising Infrastructure  
Data & Database Health
Mission & Message Alignment 
Benchmarking & Best Practices
Donor Journey Mapping 

Benefits to you: Highlighted opportunities to streamline operations, sharpen team performance, and strengthen the overall effectiveness of staff and volunteer fundraising efforts.

Our training sessions and workshops for individuals and teams (that educate, coach, energize and align staff and board) lead to intentional and sustainable growth. Today’s charities have both important missions and bold aspirations to make the world a better place. The challenge in meeting these ambitious goals is directly dependent on the success of staff, board members and volunteer teams.

Areas of focus may include:

Annual/Major/Planned Gifts Essentials
Making the Ask
Dealing with Objections
Stewardship & Donor Experience
Building Campaign Priorities
Alumni /Grateful Patient Engagement
Board & Volunteer Development
Customized Topics

Benefits to you: Create shared understanding and inspire deeper commitment across staff, leadership, and volunteers. Build internal capacity so your fundraising success lasts beyond any one campaign or any one staff member.

Fundraising may capture the spotlight, but it shines brightest when anchored by a strong operations infrastructure. Yet, amid the demands of daily work, back-end functions such as administration, gift processing, donor relations systems and technology can lose clarity and evolve without the processes and structure needed to support fundraising growth.

We can assess your support functions and operations infrastructure and identify ways to strengthen the structures and processes to keep your team and organization running smoothly. This is distinct from an internal assessment of the fundraising team, and instead looks at the support functions that make fundraising and program delivery possible.

Areas of focus may include:

Process Review & Efficiency
Fundraising Support
Team Structure & Role Clarity
Technology & Tools
Communication & Coordination
Documentation & Knowledge Transfer

Benefits to you: More effective support for fundraising and program delivery, staff who work with confidence and clarity, streamlined operations that free up time for mission-critical work, a stronger, more resilient organization equipped for sustainable growth.

Great fundraising doesn’t happen by chance—it’s the result of thoughtful planning, clear strategy, and alignment with mission and values. At Flex Philanthropy, we help our clients design fundraising campaigns and strategic plans that are purposeful and data-informed, to inspire confidence and generate results.

From setting bold yet achievable goals, to engaging stakeholders, to mapping out the necessary steps for sustainable success, we ensure that every plan is rooted in clarity, care, and results. Whether you are preparing for a $1 billion or $100,000 major campaign or you are focused on shaping a one-year or multi-year roadmap, we partner with you to build strategies that energize your team, inspire and strengthen donor and volunteer relationships, and drive meaningful impact.

Areas of focus may include:

Case for Support Development
Stakeholder Engagement
Major Gifts Strategy 
Campaign Readiness Assessments
Roadmapping + Milestones 
Data + Donor Insights

Benefits to you: Our process helps leadership teams and boards feel confident, aligned, and equipped to make bold decisions. We cut through the noise to help you focus on the activities that truly move the needle. We help you build not just for the next campaign, but for long-term growth and resilience.

Transitions at the senior level are a natural part of every organization’s evolution - but they can leave temporary gaps in leadership, strategy, and coordination. Depending on the seniority of the role, the hiring process can take months - creating uncertainty that can slow progress, unsettle teams, affect staff morale, and disrupt donor relationships.

Whether you’re between executive fundraising roles or preparing for new leadership to join, Flex Philanthropy provides strategic continuity counsel to help sustain progress, preserve donor confidence, and ensure stability during periods of change.

Acting as a bridge, we bring experienced, senior-level oversight to continuing and guiding priorities, maintaining systems, and supporting your team’s ongoing work. Our counsel integrates seamlessly with your existing structure - ensuring clarity across programs, operations, and stakeholder relationships while you identify and onboard the right permanent hire.

Once your new leader is in place, we continue our partnership through onboarding and transition support - helping your newest leader gain context quickly, understand your organizational culture, and step confidently into their new role.

Areas of focus may include:

Senior-level transition and leadership continuity planning
Interim counsel for philanthropy and fundraising portfolios
Oversight of strategic and operational priorities
Donor and stakeholder relationship management
Team coaching and workflow alignment
Onboarding, mentoring, and knowledge transfer for new hires

Benefits to you: Preserve stability, confidence, and momentum during senior-level transitions. Sustain progress across fundraising priorities, maintain team focus, and ensure a seamless handoff to new leadership. With Flex Philanthropy’s Strategic Continuity Counsel, you gain an experienced partner who helps you bridge transitions with clarity, collaboration, and care - so your organization remains ready for long-term growth and success.