Assessments
Where does your organization stand?
Twelve self-guided institutional fundraising assessments across three stages: getting started, winning grants, and protecting and growing your portfolio. Evaluate grant readiness, proposal quality, compliance infrastructure, funder relationships, and more.
Explore AssessmentsGetting Started
Grant Readiness Diagnostic
Winning Grants
Proposal Quality Assessment
Protecting & Growing
Funder Relationship Health Check
Digital Tools
Professional-grade tools built from the field
Templates, trackers, and guides designed from real institutional fundraising experience managing 120+ grants across a multi-million dollar portfolio. Starting at $29.
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Blog
Insights on institutional fundraising
Real-world perspectives drawn from nearly a decade of managing multi-million dollar portfolios across government, foundation, and corporate funders. Published on Medium.
Read on MediumStrategy
Building a grants pipeline that survives staff transitions
Compliance
What funders actually look for in your reporting
Relationships
Why post-award is your most powerful funder retention tool