Fundraising Operating System — Direct Installation
Install a Fundraising Operating System that creates consistent fundraising execution and positions the organization to get in front of funding opportunities regularly.
What We Install
We install a Fundraising Operating System that creates consistent fundraising execution and positions your organization in front of funding opportunities regularly.
This is not advice. This is an installation.
The system includes:
- A clear fundraising strategy defining who your ideal funding audiences are (individuals, businesses, and grantors) and the exact process for raising money from them
- A small fundraising execution team with clearly defined roles (volunteers or staff)
- Outreach messaging and materials that speak directly to donors and funders, to help your team execute without guesswork
- A simple daily execution rhythm so that fundraising activity actually happens
- Training to help you make the ask and convert funding opportunties
The result is straightforward.
You stop chasing money.
You start showing up to opportunities the system creates.
You lead.
The system runs.
How The System Helps You Raise Money
Once installed, fundraising no longer depends on you pushing every step forward.
The system runs daily outreach through a small execution team.
They build and grow your donor list, nurture relationships, and keep your organization visible to funders.
Your team:
- emails business and grant executives to set meetings
- researches aligned funders
- drafts grant applications for your review
- posts consistently and drives prospects to your donation page
- follows up, stewards donors, and maintains momentum
Opportunities are created continuously.
You only step in where leadership matters:
- meetings with business and grantor executives
- conversations with major donors
- grant discussions
- and the ask
With this system running, it’s normal to be in front of 3–5 funders weekly, with grant applications going out consistently.
If your organization has an important mission, converting 2–5 of these opportunities monthly is expected.
It’s the outcome the system is designed to produce.
How the Installation Works
The Fundraising Operating System is installed in less than one month.
The process is structured and sequential:
1. Fundraising Strategy Mapping
We map your fundraising strategy together and define focus, priorities, and execution lanes.
2. Strategy Review & Finalization
I document the strategy, and we review it together to ensure clarity and alignment.
3. Outreach Content Development
I develop the outreach materials and execution tools the system requires.
4. Execution Team Recruitment & Training
We recruit a small execution team. We handle interviews, train the team, and onboard them into the system.
5. System Activation & Handover
The system goes live. I train you to make the ask, lead the team, maintain accountability, and sustain execution.
At the end of installation, the system is running, and you are no longer the bottleneck.
Alongside The Installation
You also receive guidance and tools to strengthen your organization’s fundability structures that increase donor confidence.
This includes support around:
- mission clarity
- board reactivation and recruitment
- creating a clear strategic direction
- building a strong brand
- gaining community backing
- strengthening execution capacity across the organization
These structures support the system as it runs.
Who This Is For
This is for founders and Executive Directors who understand that:
- You don’t have time for daily fundraising outreach
- You can’t afford a full fundraising staff yet
- Fundraising only moves when you personally initiate it
- Your role is leadership, not endless chasing
If that’s you, this system creates the leverage you’re missing.
Investment
- One-time payment: $2,497
- Or two payments of $1,248.50 (start and completion)
This includes:
- strategy mapping and review
- outreach content and execution materials
- execution team training and onboarding
- system activation and leadership handover
This is a one-month installation.
Next Step
If you are ready to install the system:
Prefer to Implement on Your Own?
If you want the structure without hands-on installation, the self-implementation option is available.
