You Can't Do It All.
Development Dashboard is a powerful comprehensive service that can help organizations improve their fundraising results and advance their mission more effectively.
Improve your fundraising results with our specialized services. Maximize your impact with our comprehensive support. Empower your development coordinators and Assistants with our programming. Streamline your development operations with our deep expertise.
Drive for Clarity
We help nonprofit organizations streamline their development efforts by providing specialized concierge services for various fundraising and development tasks.
- Data Collection and Entry Operations
- Operational Data Visibility, Visualization, Analytics, and Interpretation
- Pipeline Tracking
- Communications Calendar Management
- Prospect Research
- Follow Up Facilitation
We continue to craft this service to address the common challenges that nonprofit organizations face when trying to effectively manage their development efforts
Our tool provides a range of concierge services that can help Development Coordinators and Assistants to more effectively manage their workload, stay up-to-date with best practices, and focus on the areas where they can have the greatest impact. This includes services like copywriting, design, data entry, prospect research, grant writing, and donor stewardship.
Additionally, this tool can also assist Development Directors, Operational Leaders, and Board Members in creating a more efficient and effective revenue operation by providing them with the necessary support and resources to meet their organization’s goals.
Common Difficulties for Operational Leaders
- Delegation, allocation, and prioritization of resources
- Facilitating the flow of information to spark conversation and deliberate action
- Achieving cashflow and forecasting precision
- Operational risk and data visibility and easily combining data from varying sources
- Finding, amplifying, and capitalizing on opportunities found in the data
- Management is a full-time job
Common Difficulties for Development Directors
- Difficulty in creating and executing a long-term development strategy that aligns with the organization's mission and goals
- Difficulty in effectively managing and motivating a development team, leading to inefficiency and burnout
- Difficulty in finding the time and resources to effectively acquire, engage, and steward donors
Common Challenges for Development Coordinators and Assistants:
- Overwhelmed by the sheer volume of tasks and responsibilities that fall under their role, leading to inefficiency
- Limited resources and expertise to effectively manage donor databases, conduct prospect research, write grants, and create fundraising materials
- Struggle to balance the competing demands of daily operations and long-term strategy development
Plans and Pricing
Seeking a small number of mission-aligned orgs to pilot this offering.
First Step: Enterprise Risk Assessment
$178,500
Min per month
- Enterprise Risk Survey
- Enterprise Focus Groups
- Executive Prioritization Workshops
- Five Year Historical Giving Segment Review
- Cashflow and Forecasting Precision Sprint
- Enterprise Performance Dashboard Development
- Relationship Prioritization and Donor Wealth Screening
- Capital Campaign and Major Gifts Readiness Scoring
Concierge Dashboard
$14,500
Available after completion of enterprise assessment
Min per month
- Customized Visualizations, Reports, and Lists
- Facilitated Weekly Pipeline Clinic Meeting
- Gift Range Chart Owner
- Pipeline and Opportunity Management
- Relationship Task Assignment
- Project Timeline Maintenance and Forecasting
- Follow Up Facilitation
- Archiving
Fully Embedded Strategic Advisory
~3-5 FTEs
Available after 12 Quarters of mutually beneficial collaboration
Min per month
- Insurance Brokerage
- Morning Show Production
- Development Operations Playbook Ownership
- Morning Dashboards and Reader Customized Content
- Fully Managed Data Collection and Entry Operations
- Managed Tools, Technologies, and Flexible Financial Models
- Monthly Giving Program Ownership
- Enterprise Data Governance and Storytelling for Revenue and all other Core Operational Functions
- Roadmapping and Architecture
- Strategic Human Resourcing
- Growth Operations Leadership
- Donor Data Segmentation & Journey Implementation
- Facilitated Internal Strategic Conversations and Sessions
- Industry Benchmarking
- Relevant Written Deliverables
- Executive Office Management
- Innovation Lab Management
- Grant Administration Management
What Private Clients Are Saying
“I just wanted to thank you for your mentorship during my internship. I deeply appreciate your investment in my growth while I was interning as well as your constant encouragement and support. I’ve just begun my job search and, in my interviews, I often find myself sharing about projects we worked on together and drawing upon things you taught me— including skills from your excel workshop! I’ve been applying to more social impact consulting and consulting-like jobs and that is in no small part because of my exposure to the work you do and my understanding how important and valuable that work is.”
“I want to thank you for being such a vital voice of mentorship and professional development for me. I still recall and refer to conversations during my development off-boarding about personal career and life advice that meant so much to me.”
"Even in our fairly short work relationship in the same dept, I want to thank you for being such a vital voice of mentorship and professional development for me. I still recall and refer to conversations during my development off-boarding about personal career and life advice that meant so much to me. I would absolutely love to connect before we leave and stay in touch! Let me know if you're up for a chat and I can schedule a time."
“I wanted to genuinely reach out and say thank you for the experience I had last year. That experience has given me the opportunity to work in fields I never thought I would be able to work in. I am currently in the second and third stage of interviewing for startups doing customer success and everything I know from Jira to Salsa, having the knowledge of what a touchpoint is all of that I owe you and I really appreciative for that. Working with you gave me a huge leg up in this job market. Thanks!”
You are a huge asset to anyone who you help. I so appreciate the care and big picture thinking you bring to your work. You have been incredible contributors to our Development team, responding to our every request, strategizing and predicting what we’ll need for the future. Thank you for being so careful, so diligent, so thorough and such a good partner to work with. I so enjoy working shoulder to shoulder with everyone on your team.
“Fantastic! Over and above what we ever expected"
Item #7
I hope this message finds you well. I’ve recently been reflecting on all the freelance work I’ve done in the past, and ran into the [project] we did together several years back. I wanted to reach out and let you know how much I appreciate the feedback you gave me at that time - it hit some of my weak points straight on which helped me improve significantly. Thanks again for the past advice, and I hope all is well on your end!
Kenneth’s work is intentional and inclusive of everyone. I can tell that his lived experiences gives him the passion to fundraise in effective and innovative ways that not only generates dollars but builds community.
Read our blog
Tips on how to achieve success at your organization
Feedback Requested
Can you do us a favor?
Thank you for reviewing this future offering of Above Goal. We’re grateful for you taking this brief survey to help us better gain market clarity on the true day-to-day needs of social change organizations.