Let’s clean up your fundraising systems - and make them work for you.

When your systems work, fundraising feels lighter.

Even the strongest fundraising strategy can stall without the right systems behind it. If your CRM feels clunky, your donor journey is unclear, or your team is losing time to messy processes — you’re not alone.

I help small nonprofits simplify their fundraising systems so they can raise more with less stress. From cleanup to buildout, I’ll guide you through a process that fits your tools, your goals, and your team’s capacity.

How We Build Better Fundraising Systems

Audit & Align

We start by assessing your current systems - from CRMs and spreadsheets to workflows and reporting. You’ll get a clear snapshot of what’s working, what’s not, and where to focus first.

Clean Up & Configure

Next, we organize and optimize. That might mean cleaning up your donor data, refining how your tools connect, or setting up new workflows that make day-to-day fundraising smoother.

Document & Train

You’ll get plain-language documentation and hands-on support so your team understands how to use and maintain what we’ve built - long after the project wraps.

Every organization is different - we’ll tailor the scope to fit your tools, team, and goals.

Is this right for you?

This service is a great fit if:

✅ You’re not sure how to get the most out of your CRM (or you’re not using one at all)
✅ You’re managing donor data in too many places - and it’s getting messy
✅ Staff changes have left systems undocumented or unclear
✅ You want to launch a campaign or improve stewardship, but the back-end isn’t ready
✅ Your team is stretched thin and needs tools that actually save time

You don’t need fancy tech or a full development team - just the right systems for your stage of growth.

What makes this different

You don’t need another consultant who hands over a list of recommendations and walks away.

I work alongside you to design and implement systems that actually work - not just in theory, but in the day-to-day reality of your organization.

From data cleanup to donor journeys, I don’t just tell you what needs fixing - I help you fix it. And I make sure your team has the tools and training to carry it forward with confidence.

This is about building systems that support your fundraising goals and your team - now and in the future.

Let’s make fundraising less stressful - and more effective.

We take on a limited number of systems projects each quarter to ensure high-quality, hands-on support.

Start by filling out a quick intake form so we can learn more about your needs. If it’s a good fit, we’ll follow up to schedule a Discovery Call and talk about next steps.

This is the first step toward simpler, smarter systems - and a smoother fundraising program.

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

  • Even when staff know their systems aren’t working, they’re often too stretched to fix them. Juggling donor comms, admin, and events leaves little room for cleanup, strategy, or process design.

    That’s where this service comes in.

    We bring focused, hands-on support to untangle backend issues, streamline your CRM, and set up clear, repeatable systems. You’ll walk away with:

    • Tools and workflows that actually match how your team works

    • SOPs that reduce friction and help staff stay consistent

    • Light-touch training so your systems don’t fall apart after we leave

    No hiring, onboarding, or internal management needed - just expert support that lifts the load and builds lasting capacity.

  • Starting at $7,500 for a 3-month engagement (plus HST)

    This engagement is designed for organizations ready to improve the systems behind their fundraising - from donor database setup and optimization to internal workflows and automation tools.

    We help ensure your CRM, donor journeys, and internal processes actually support long-term fundraising success - not slow it down.

    Not sure if you need a full systems overhaul or just a cleanup? Let’s connect for a free 30-minute discovery call to talk through what’s right for your team.

  • Every systems engagement is tailored to your unique tools, workflows, and goals - but the structure follows three key phases:

    1. Audit: We assess your CRM, donor data practices, fundraising workflows, and donor journey touchpoints.

    2. Roadmap: You’ll get a prioritized plan outlining what to improve, fix, or build — and in what order.

    3. Implementation: We roll up our sleeves and make it happen — streamlining systems, creating SOPs, and supporting your team through training and handoff.

    Your project is led by a senior fundraising systems consultant, with additional support from trusted specialists as needed - especially for technical integrations or digital tools.

  • Fundraising systems don’t raise money on their own - but they create the clarity, consistency, and confidence your team needs to grow.

    You can expect:
    ✔ Greater confidence using your CRM
    ✔ Streamlined donor tracking and reporting
    ✔ Clear stewardship processes that don’t rely on memory
    ✔ Less time spent untangling spreadsheets or duplicating work

    With the right systems in place, fundraising becomes more focused, strategic, and sustainable - not just a series of urgent tasks.

  • We don’t track or bill by the hour. Instead, we focus on delivering clear, high-impact outcomes through a structured 3-month engagement.

    You’ll receive focused, hands-on support throughout the process - designed to fit your team’s capacity and pace. We guide the work, so you don’t need to manage us or supervise every step.

    We also take on a limited number of systems clients at a time to ensure responsive, strategic support that moves your operations forward.