A clear path forward - before you invest in implementation.

Start smart. Plan with purpose.

If you're not quite ready to commit to a long-term fundraising engagement—or if you're feeling unclear about where to focus—this one-time project is designed to meet you where you are. The Audit & Strategy package gives your team clarity, direction, and a plan you can start using right away.

You’ll walk away with practical recommendations grounded in fundraising best practices, aligned with your current capacity, and customized to your organization’s goals.

🧩 What’s Included

Fundraising Audit

We start with a deep dive into your current fundraising activities - reviewing donor data, revenue trends, communications, and tools. You'll get a clear sense of what's working, what's missing, and where your greatest opportunities lie.

Stakeholder Discovery

We listen before we plan. Through conversations with staff, board members, and other key voices, we gather insight into your fundraising culture, capacity, and goals to ensure the plan reflects your reality.

Strategic Fundraising Plan

You’ll receive a tailored, actionable 12-month plan developed by a senior strategist. It includes priority activities, donor engagement strategies, and key milestones - designed to move your fundraising forward with focus and confidence.

Looking for help implementing the plan? Many clients choose to continue working with us through a fractional fundraising engagement or systems consulting project.

Is this right for you?

You have day-to-day capacity, but need strategic direction

Your team is busy delivering programs, managing operations, or juggling communications. You need a senior strategist to assess the big picture, set priorities, and develop a realistic plan your staff can carry forward.

You need a clear plan before investing in execution

You don’t want more ideas - you want a roadmap. This engagement is designed to help you clarify your goals, assess your current fundraising efforts, and move forward with confidence.

What makes this different

✅ Senior-level strategy, without the long-term commitment
You’ll work directly with a seasoned fundraising strategist - no junior staff, no handoffs, just clear guidance from start to finish.

✅ Built for action, not just insight
This isn’t a document that gathers dust. You’ll receive a practical plan tailored to your current resources, with next steps your team can actually implement.

✅ Tailored to your goals and your team
We don’t believe in one-size-fits-all solutions. Your plan is grounded in what’s realistic for your staff, board, and fundraising culture.

✅ A low-risk way to work together
This one-time engagement is a great fit for organizations who want to test the waters before committing to a longer-term partnership.

Let’s make fundraising less overwhelming—and more strategic.

This one-time engagement is a great way to clarify your goals, assess your current fundraising efforts, and chart a clear path forward - without the pressure of a long-term contract.

Start by filling out our quick Intake Form. Once we’ve reviewed your needs, we’ll follow up to schedule a Discovery Call and explore whether this is the right fit.

We only take on a limited number of new projects each quarter to ensure thoughtful, high-quality support.

Still have questions? Check out the FAQs below or Book a Discovery Call directly.

Tanya Wall, Founder of Collaborative Cause Consulting and Fractional Fundraiser, sitting at her white desk in a modern office, wearing a pink blazer and smiling while working on her laptop.

FAQs

  • The Audit & Strategy engagement starts at $10,000 plus HST and includes a fundraising audit, stakeholder discovery, and a 12-month strategic plan tailored to your organization.

    This is a one-time project typically delivered over 6–8 weeks. If you’d like to pair it with our Fundraising Systems Consulting package, we’re happy to discuss a combined project scope.

  • You’re welcome to take the plan and run with it internally—but many organizations choose to continue working with us through fractional fundraising or systems support. We’ll include next-step recommendations either way.

  • Absolutely. Some clients choose to pair this strategy package with a 3-month systems engagement for CRM setup, automation workflows, and donor stewardship tools.

  • No problem. The plan is designed to reflect your current capacity and can be phased in over time. You’ll have a clear roadmap to guide future hires, consultants, or funding decisions.