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Strategy + Mentorship for Fundraising Professionals
Need a trusted thought partner to help you troubleshoot, plan, or gain momentum in your fundraising work?
Strategy Calls are a flexible, affordable way to get expert guidance—whether you’re flying solo, leading a lean team, or just need a fresh perspective.
Curious how these can work for you?
Strategy Calls
These calls are ideal for nonprofits navigating day-to-day fundraising challenges or bigger-picture questions. From refining your messaging to rethinking donor engagement or planning your next annual appeal, we’re here to help you move forward with clarity and confidence.
Strategy Calls are designed for focused coaching and planning—helping you think clearly, prioritize, and choose your next best steps. They are not intended for campaign work.
Perfect for organizations seeking targeted, short-term advising on general fundraising strategy, fundraising planning, or specific fundraising components—like major gift advising, grant calendar development, donor engagement planning, or board engagement.
What You Get:
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Four 1-hour virtual Zoom calls with Frances Roen, CEO + Lead Strategist
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Four 15-minute “911 Calls” available within 24 hours
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Twice monthly written materials audit of a communication or fundraising piece
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Customized session recaps
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Curated videos, templates, and resources
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Email support from the Fundraising Sol team between calls
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Wealth screening of up to 25 names or prospecting of up to 25 institutional funders
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Fundraising trend updates via email on emerging trends and best practices to stay ahead in the field
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2 page executive summary with recommendations + action steps
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One 30-minute check-in within 60 days of your final call
Cost: $4,000