Strategic Consulting & Training Services
Get hands-on expert guidance for your biggest fundraising initiatives—from capital campaigns to board engagement strategies.
Our Approach
Accelerated Implementation
Get expert guidance to implement our proven systems faster and more effectively.
Customized Solutions
Every organization is unique - our coaching adapts our resources to your specific context and capacity.
Proven Expertise
15+ years of hands-on development experience helping organizations raise millions.
Integrated Approach
Coaching sessions complement your resource library access for maximum impact.
Our Approach
Customized Solutions for
Your Unique Situation
Our consulting services are perfect for organizations facing:
Major fundraising initiatives
(capital campaigns, major gift programs)
Board engagement challenges
Staff capacity building needs
Fundraising program assessments and optimization
Strategic planning for development efforts
Consulting Services
How We Can Help
Capital Campaign Planning
Planning a capital campaign requires careful preparation, clear strategy, and skilled execution. We guide you through feasibility studies, case development, leadership identification, campaign structure, and implementation planning.
Typical Investment:
$15,000 – $50,000+ (depending on scope)
Timeline: 3-12 months
What’s Included:
- Feasibility study design and execution
- Case for support development
- Campaign structure and timeline
- Leadership gift strategy
- Volunteer structure planning
- Donor identification and rating
- Training for campaign leadership
- Ongoing coaching and support
Major Gift Program Development
Build or strengthen your major gift program with proven strategies for identification, cultivation, solicitation, and stewardship. We help you create systems that generate sustainable major gift revenue.
Typical Investment: $10,000 – $30,000
Timeline: 3-6 months
What’s Included:
- Donor portfolio analysis and segmentation
- Moves management system design
- Cultivation strategy development
- Solicitation training and role-plays
- Prospect research guidance
- Stewardship plan creation
- Board member engagement strategies
- Implementation coaching
Annual Campaign Optimization
Maximize your annual campaign results with expert guidance on strategy, messaging, donor segmentation, and multi-channel approaches that work.
Typical Investment: $5,000 – $15,000
Timeline: 2-4 months
What’s Included:
- Current campaign analysis and recommendations
- Donor segmentation strategy
- Multi-channel campaign plan
- Appeal letter and email templates
- Timeline and task management tools
- Board and volunteer engagement plan
- Budget development
- Results tracking systems
Board Fundraising Engagement
Typical Investment: $7,500 – $20,000
Timeline: 3-6 months
What’s Included:
- Board fundraising assessment
- Customized training workshops
- Individual board member coaching
- Role-specific expectations and tools
- Ask training and practice
- Accountability systems
- Follow-up support sessions
- Progress tracking
Capital Campaign Planning
Get an objective, comprehensive analysis of your fundraising program’s strengths, opportunities, and recommended priorities for growth.
Typical Investment: $8,000 – $18,000
Timeline: 4-8 weeks
What’s Included:
- Document and data review
- Staff and board interviews
- Systems and process evaluation
- Donor database analysis
- Comprehensive written report
- Prioritized recommendations
- Implementation roadmap
- Strategic planning session
Capital Campaign Planning
Provide your development staff with expert coaching to accelerate their skills, confidence, and effectiveness. Perfect for new hires, career transitions, or professional growth.
Typical Investment: $500 – $2,000/month
Timeline: 3-12 months
What’s Included:
- Regular 1:1 coaching sessions
- Skill development planning
- Strategy guidance and problem-solving
- Resume and career planning support
- Leadership development
- Accountability and encouragement
- Customized to individual needs
Training & Speaking
Workshops, Keynotes & Retreats
- Board Member Fundraising Engagement
- Making the Ask with Confidence
- Building a Culture of Philanthropy
- Building a Culture of Philanthropy
- Major Gift Cultivation Strategies
- Donor-Centered Solicitation
- Moves Management Essentials
- High-Impact Stewardship
- Annual Campaign Excellence
- Capital Campaign Readiness
- Comprehensive Campaign Strategies
- Event Fundraising Best Practices
- Development Director Leadership
- Building Effective Fundraising Teams
- Strategic Planning for Development
- Donor Relations Excellence
Format Options
- Interactive, hands-on learning
- Customized to your organization
- Includes workbook and resources
- Q&A and action planning
- Investment: $3,500 - $5,000
- Deep-dive into topic
- Multiple sessions and breakouts
- Extensive practice and application
- Comprehensive materials
- Investment: $6,000 - $8,000
- Strategic planning focus
- Customized agenda
- Board engagement activities
- Action plan development
- Investment: $5,000 - $10,000
- Inspiring and practical
- Engaging storytelling
- Actionable takeaways
- Professional presentation
- Investment: $2,500 - $5,000
Our Process
How We Work Together
Step 1
Discovery Call (Free) We start with a conversation to understand your needs, challenges, and goals. No pressure, no sales pitch—just a genuine conversation about whether we're a good fit.
Step 2
Proposal & Agreement If we're aligned, we'll develop a detailed proposal outlining scope, timeline, deliverables, and investment. You'll know exactly what to expect.
Step 3
Kickoff & Planning We begin with a thorough kickoff session to align on goals, gather necessary information, and establish communication rhythms.
Step 4
Implementation & Support We work alongside you, providing guidance, training, tools, and accountability as you implement strategies.
Step 5
Review & Next Steps At project completion, we review results, celebrate wins, and discuss ongoing support options if desired.
Why Choose RD Pro Coach?
Real-World Fundraising Experience
15+ years of hands-on fundraising leadership, not just consulting theory. We've done the work, met the goals, and engaged the boards.
Practical, Grounded Strategy
We focus on what actually works in the real world, not textbook ideals. Strategies are customized to your capacity and reality.
Proven, High-Impact Results
Clients have raised over $750M using the strategies we teach. Our methods are tested and refined across hundreds of organizations.
Hands-On, Ongoing Support
We don't just hand you a report and disappear. We're available for questions, encouragement, and problem-solving throughout implementation.
PRICING
Consultation Options
Get the tools, template, and guidance you need without breaking
your budget.
30-Minute Focused Session
$97
- Board engagement strategies
- Campaign planning roadblocks
- Donor cultivation approaches
- Resource implementation guidance
- Focused analysis of your specific challenge
- Expert recommendations you can implement immediately
- Action steps tailored to your organization’s capacity
- Follow-up resource recommendations from our library
60-Minute Comprehensive Session
$197
- Annual campaign planning and goal-setting
- Board development and engagement strategies
- Donor stewardship system design
- Staff capacity and workflow optimization
- Comprehensive assessment of your current systems
- Strategic roadmap with prioritized action steps
- Customized implementation timeline
- Resource package tailored to your needs
- 30-day follow-up email support
Monthly Strategic Partnership
$397
- Monthly 90-minute strategy sessions
- Unlimited email support between sessions
- Priority access to new resources and tools
- Custom template creation for your specific needs
- Everything in our All-In Access membership
- Monthly strategic planning and problem-solving sessions
- Custom resource development for your unique challenges
- Performance tracking and optimization guidance
- Direct access for urgent strategic questions
Join 200+ development professionals
Join 200+ development professionals who've gotten unstuck with focused strategy sessions
Not ready to book?
HOW IT WORKS
How Strategic Coaching Works
Schedule Your Session
Choose the option that fits your organization's needs and timeline.
Preparation & Assessment
Receive a brief questionnaire to help us understand your organization's current situation and goals.
Strategic Session
Meet virtually with our expert to dive deep into your challenges and opportunities.
Implementation Support
Leave with clear action steps, recommended resources, and ongoing support to ensure success.
Perfect For Organizations That:
- Want to implement resources from our library more effectively
- Need strategic guidance on complex fundraising challenges
- Are planning major campaigns or initiatives
- Want to professionalize their development operations
- Need expert support for board training and engagement
- Are transitioning leadership or staff in development roles
TESTIMONIALS
What Small Nonprofit Leaders Are Saying
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Ready to Get Started?
Schedule a free consultation to discuss your needs and explore how we can help.