Fundraising Operating System — Self Installation
Install the fundraising system yourself.
This option is for founders and Executive Directors who already know what they need.
You don’t need motivation.
You don’t need theory.
You need a system you can implement at your own pace.
This is the Fundraising Operating System, delivered for self-installation.
What You Get
You get the same operating system I install for my clients.
You just install it yourself.
1. Fundraising Strategy Builder
You get our full framework to build your fundraising strategy from scratch, using AI to simplify the entire process.
You identify your ideal funding audiences, where to find them, how to attract them, the step-by-step process to raise money from them, who's in charge of what, and the materials you and your team need to execute flawlessly.
No guessing. No overthinking.
You follow the framework and build the strategy in one hour.
2. Fundraising Content Toolkit
You get the complete fundraising content structure.
This includes:
- outreach content frameworks for individual donors, businesses, and grantors
- clear guidance on what content to create and why
- AI instructions that help you generate every piece of outreach content needed for execution
Emails.
Messages.
Outreach scripts.
Follow-ups.
All aligned to one goal: speaking to the heart of donors and funders.
3. Volunteer Fundraising System
You get the full system to recruit, deploy, and manage volunteers/staff in fundraising roles.
This includes:
- Volunteer role descriptions for:
- individual donor outreach
- corporate outreach
- grant research and applications
- recruitment materials and instructions
- onboarding and execution guidance
- role-specific execution expectations
- training materials
Volunteers don’t “help when they can.”
They execute defined roles daily with one clear purpose: to put you in front of funding opportunities consistently.
4. Leadership & Accountability Toolkit
You get the tools to lead the system once it’s running.
This includes:
- accountability structures
- weekly reporting frameworks
- biweekly meeting facilitation
- simple leadership rhythms
- guidance on keeping the system active without burning out
The system does not collapse when attention shifts.
It keeps running.
5. Video Training: Making the Ask & Converting Opportunity
You get direct video training on:
- how to make the ask confidently
- how to take advantage of funding opportunities your system creates
- how to sustain momentum over time
You don’t outsource leadership.
You strengthen it.
6. Fundability Structure Instructions
You also get step-by-step instructions and tools to strengthen the structures that support fundraising success.
This includes guidance on:
- mission clarity
- board reactivation and recruitment
- strategic planning
- execution team building
- building a strong brand and online presence
These structures gives donor and funders the confidence to fund your organization when you make the ask. They support the system. They don’t replace it.
How the System Raises Money
Once the system is running, fundraising no longer depends on you initiating everything.
The execution team runs daily outreach, builds and nurtures your donor list, sets meetings with business and grant executives, and prepares grant applications for your review.
Your organization stays visible. Conversations stay active. Opportunities keep coming.
You only step in where leadership matters: meetings, decisions, and the ask.
The system creates flow.
You convert.
Who This Is For
This is for founders and Executive Directors who:
- prefer to build things themselves
- want structure without ongoing support
- don’t need calls to execute
- want a system they fully understand and control
If that’s you, this option gives you everything you need.
Investment
Fundraising Operating System — Self Installation: $147
One payment.
Lifetime access.
Next Step
If you are ready to install the system yourself:
Prefer Hands-On Installation?
If you want the system installed with you, the Direct Installation option is available.