Fundraising Well
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Kerry worked closely with our Board of Directors and brought fresh perspectives and energy. He managed our transition to a public charity, developed and implemented a strategic plan, and built out the fundraising infrastructure, ensuring our sustainability .


Melissa Mack, Chairman, Kaplan Educational Foundation

Fundraising Counsel & Strategy

Fundraising Audit

Fundraising Strategy

Fundraising Strategy

Are You Fundraising Well?

 

Elevate Your Fundraising Success!


If you're ready to supercharge your organization's financial goals, you're in the right place. Our cutting-edge Fundraising Audit Service is designed to transform your fundraising operations and elevate your success to unprecedented heights!

Learn More

Fundraising Strategy

Fundraising Strategy

Fundraising Strategy

Strategy & Change Management


Transform Your Fundraising Game!


If you're ready to design a plan for growth and transformation, we've got you covered.  Whether you need an annual plan, a portfolio of HNWIs, to launch a planned gifts program, or develop KPIs for your team & board, we'll help you build a roadmap for success.

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Retained Counsel

Fundraising Strategy

Retained Counsel

Advisory Services


Redefine Your Fundraising Journey!


It's time to move beyond sporadic fundraising efforts and embrace a continuous journey of success with our Advisory Services. Elevate your organization's impact, build lasting relationships with donors, and establish a legacy of fundraising excellence. 

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For fundraising counsel, you can’t do better than Kerry and the team at Fundraising Well! Kerry created a thoughtful, customized fundraising plan for us and built the infrastructure we needed to reach new fundraising heights. Whenever I need advice, Kerry is my first phone call.


Tami Forman, Founding Executive Director, Path Forward

Fundraising Audit Services

Welcome to Fundraising Well—your gateway to a new era of fundraising excellence! If you're ready to supercharge your organization's revenue goals, you're in the right place. Our Fundraising Audit Service is designed to transform your fundraising operations and elevate your success to unprecedented heights!

Why Choose a Fundraising Audit?

In the dynamic world of fundraising, knowledge is power. Our comprehensive audit delves deep into your current practices, revealing hidden opportunities and potential obstacles that may be holding you back. Gain valuable insights into donor behavior, campaign effectiveness, and the overall alignment of your strategy.


Unearth Opportunities & Maximize Efficiency
Our expert team conducts a meticulous examination of your fundraising ecosystem, identifying areas for optimization and efficiency enhancement. Imagine the impact of a streamlined process that maximizes returns, allowing you to focus your efforts where they matter most!


Ensure Compliance & Mitigate Risks
Compliance is non-negotiable in today's regulatory landscape. Our audit ensures that your fundraising practices align with the latest legal requirements, safeguarding your organization's reputation and financial stability.


Data-Driven Decision Making
Embrace the power of data-driven decision-making! Our audit provides a detailed analysis of your fundraising data, empowering you to make informed strategic decisions. From donor segmentation to campaign performance metrics, harness the true potential of your data for impactful and targeted initiatives.


Adaptability in the Digital Age!
As technology reshapes fundraising, our audit evaluates your digital presence and technology infrastructure. Discover opportunities to enhance your online fundraising capabilities, harness the potential of social media, and optimize your digital campaigns for maximum impact.


Personalized Recommendations for Success!
No two organizations are alike, and our audit recognizes that. Receive a tailored roadmap for success, outlining actionable recommendations based on your unique strengths and challenges. Our goal is to not just identify areas for improvement but to provide practical solutions that align with your organization's mission and values. 

Schedule a Free Consultation

Seize the opportunity to revolutionize your fundraising strategy with our Fundraising Audit Service. Uncover hidden opportunities, mitigate risks, and propel your organization towards a future of unparalleled success.


Contact us today for a complimentary consultation, and let's embark on a journey to elevate your fundraising success! 


We offer a sliding scale for our services based on the scope of work and your organization's size and capacity - ask and you shall receive!

Book a consultation

Fundraising Strategy Services

Welcome to Fundraising Well, your gateway to revolutionizing fundraising success through our expert Fundraising Strategy Consulting services. If you're ready to take your organization's fundraising to new heights, you're in the right place!

Why Choose Our Fundraising Strategy Services?

Strategic Vision for Fundraising Excellence

Unleash the full potential of your organization with our services and embark on a journey towards fundraising excellence. We don't just offer solutions; we craft a strategic vision tailored to your organization's unique goals and aspirations. Unleash the full potential of your fundraising initiatives with a roadmap designed for success. Embrace innovation and transformation with confidence, as we guide you through the intricacies of cultural shifts, process optimization, and technology integration.


Data-Driven Precision for Maximum Impact

Our consulting services are grounded in data-driven insights. Gain a profound understanding of your donors, market trends, and campaign effectiveness. Armed with this knowledge, we help you create targeted and impactful strategies that resonate with your audience, ensuring every fundraising effort delivers maximum impact.


Innovative Approaches for Modern Challenges

The fundraising landscape is constantly evolving, and so are we. Our consultants bring innovative approaches to address modern challenges. From harnessing the power of digital platforms to incorporating the latest fundraising trends, we ensure your strategies are not just current but ahead of the curve.


Metrics that Matter: Measure, Analyze, Optimize

Our consulting services go beyond the planning stage. We provide robust metrics to measure the success of your fundraising efforts. Our team delves deep into market dynamics, competitor landscapes, and industry trends. We'll analyze key performance indicators, understand what works, and optimize strategies for continuous improvement. Transform your fundraising into a dynamic, data-driven engine for success.


Collaborative Partnership for Innovative & Enduring Solutions

At Fundraising Well, we believe in collaborative partnerships. Our approach is not one-size-fits-all; rather, it's a collaboration to understand your distinct challenges and opportunities.  Our team works closely with yours to understand your organizational DNA. The result? Tailored solutions that align with your mission, values, and long-term objectives. Your success is our success, and we're committed to achieving it together.


Our services extend beyond traditional methodologies. We infuse innovation into every facet of our strategic planning and change management processes. From cutting-edge technology integration to fostering a culture of continuous improvement, we ensure your organization is ready for the challenges of today and tomorrow.

Ready to Revolutionize Your Fundraising?

The time for transformative change is now. Don't settle for the status quo—elevate your fundraising game with our Fundraising Strategy services. Whether you're a seasoned organization or just starting your fundraising journey, we have the expertise to guide you toward unparalleled success. 


Seize the opportunity to supercharge your fundraising success - contact us today for a complimentary consultation.


We offer a sliding scale for our services based on the scope of work and your organization's size and capacity - ask and you shall receive!

Book a consultation

Retained Counsel & Advisory Services

Welcome to Fundraising Well, where we redefine fundraising success through our exclusive Retainer Services. If you're ready to transform your fundraising endeavors into a continuous journey of excellence, you're in the right place!

Why Choose Our Advisory Services for Fundraising?

A Dedicated Partner for Sustained Success

Imagine having a dedicated partner committed to your fundraising success day in and day out. Our Advisory Services offer just that—an ongoing collaboration designed to propel your organization to new heights. From strategic planning to execution, we're with you every step of the way.


Strategic Agility: Adapting to Your Needs

In the dynamic world of fundraising, adaptability is key. Our Advisory Services provide strategic agility, allowing us to adjust our focus based on your evolving needs. Whether it's a sudden campaign opportunity or a shift in organizational priorities, we're here to ensure your fundraising strategies remain aligned and effective.


Continuous Innovation for Lasting Impact

Fundraising excellence requires more than a one-time effort—it demands continuous innovation. With our Advisory Services, expect a constant infusion of fresh ideas, cutting-edge strategies, and innovative approaches to keep your fundraising initiatives ahead of the curve. Together, we'll build a fundraising engine that stands the test of time.


Data-Driven Insights: Guiding Every Decision

Our Advisory Services leverage the power of data to inform and guide your fundraising decisions. Regular analytics, donor behavior insights, and performance metrics provide a clear picture of what's working and what can be optimized. Transform your fundraising strategies into a data-driven powerhouse, ensuring each initiative is backed by actionable insights.


Your Success is Our Priority: Tailored Support

Our commitment goes beyond the ordinary. With Advisory Services, you're not just a client—you're a partner. Benefit from tailored support that aligns with your organization's unique mission, values, and long-term objectives. Your success is our top priority, and we're dedicated to achieving it collaboratively.

Ready to Elevate Your Fundraising Journey

It's time to move beyond sporadic fundraising efforts and embrace a continuous journey of success with our Advisory Services. Elevate your organization's impact, build lasting relationships with donors, and establish a legacy of fundraising excellence. 


Join us in shaping a future where your fundraising endeavors thrive on sustained excellence. Because when it comes to fundraising, the journey is just as important as the destination. Contact us today for a complimentary consultation.


We offer a sliding scale for our services based on the scope of work and your organization's size and capacity - ask and you shall receive!

Book a consultation

Get Started

Schedule a complimentary consultation to determine what your specific audit needs are and how we can help meet them and help you flourish and maximize your income and impact for good.  

Book a Complimentary Consult

Looking for more information?

Please contact us if you have additional questions.  You can click the button above to schedule a time to talk with a member of our team, or click the button below to see some client organizations and the impact we've help to create since our launch. 

Our Impact

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