Sapling consulting & contract services
Fundraising is relationship work, supported by research, good timing, and consistent follow-through. We help your team focus its attention, shape the right ask, and turn a strategy into work that actually gets done, from major gifts and end-of-year giving to moves management, prospect research, and legacy giving.
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 will agree on the scope, deliverables, responsibilities, and timing with you before work begins.