Sapling consulting & contract services
Major gifts, end-of-year giving, moves management, prospect research, and legacy giving, turned into work your team actually gets done.
Build sharper portfolios, qualification paths, donor tiers, briefing habits, and ask strategy around the relationships most likely to move.
Explore major gift consultingLeave no stone unturned this end of year: sharpen segments, appeals, giving pages, follow-up, matching gifts, DAFs, receipts, and reporting before the busiest giving season hits.
Explore end-of-year giving strategyTurn scattered activity into a disciplined plan for stages, next steps, staff ownership, portfolio review, stewardship, and follow-up.
Explore caseload and moves managementSupport one caseload, a campaign list, or a broader donor base with research that connects wealth signals, relationship context, giving history, and practical next moves.
Explore prospect research servicesShape legacy giving programs, society language, prospect segments, stewardship rhythms, and the internal tracking needed to keep commitments visible.
Explore legacy society consultingWe agree on scope, timing, and cost before any work begins.