Invitation
A relational approach to fundraising.
Once you are clear on what you do, and you can demonstrate impact, it becomes a JOY to invite people in to the work you are doing.
INVITE: Monthly Donor
$1,200 per organization · 3 working sessions · 6 weeks of coaching
I build your monthly giving program with you in three 2-hour working sessions online, with a giving-page walkthrough. Then six weeks of coaching on Voxer while you invite, and 90 days of implementation support.
Choose this if you do not have a monthly giving program.
You leave with
- A named monthly giving community
- A rhythm of stewardship and belonging
- What helps, and what gets in the way
- First invitations sent with confidence
What it asks of your team: Three 2-hour sessions, then sending first invitations with coaching.
When: Start anytime
Who attends: A staff lead, one session includes whoever manages your CRM
How to start: If you’re ready to start monthly giving, let’s talk. We’ll make sure it’s a good fit, then we’ll schedule your three sessions and bring in whoever manages your CRM. There’s no commitment, and I’ll send an invoice only if we decide to move forward.
INVITE: Living Room Cohort
$975 per organization · 6 weekly calls, then 6 weeks of coaching · with peers
Plan and prepare small gatherings where a few local champions open their homes and invite friends to hear your story. You’ll build it alongside a small group of leaders doing the same thing at the same time: six weekly 90-minute calls, six more weeks of coaching on Voxer as you run your gatherings.
Choose this if asking in a room feels like the hard part, and you want peers doing it alongside you.
Who’s in the group: Every participant is a staff or board leader at a small human services nonprofit, working through the same steps at the same time.
You leave with
- Hosts identified, asked, and scheduled
- Your ask, practiced with feedback
- A host kit with everything you need
- A follow-up plan for every guest
- Peer support
- 6 weeks of troubleshooting after the cohort ends
What it asks of your team: Six weekly 90-minute sessions, and asking your hosts in between.
2027 start dates: April · September
Who attends: A staff or board lead
Group size: Up to 6 organizations
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GATHER Your Board
$350 · 4 board meetings · coaching through all six practices
Equipping your board is one of the most powerful things you can do for your fundraising. These four board trainings give you the tools to train your board and get everyone on the same page, in meetings you already hold.
Each meeting comes ready to run, with a guide for whoever leads it, a booklet for every board member, and practice cards. Your board learns one practice, tries it together in the room, and leaves knowing exactly what to do next.
The four trainings can move your board from people who are willing to support your work to people who are invested and know what to do to move the vision forward.
Choose this if your board needs practical steps to fundraise, with training and practice time built into already scheduled meetings.
Every board member leaves with
- Clarity about their part in fundraising
- Confidence, built by practicing together
- A specific action step to take
GATHER is six practices: Give, Attend, Thank, Host, Extend, Report. Your board runs four meetings, and I coach your chair and lead through all six.
Four meetings your board runs
- Give: every board member gives
- Thank: thank-you calls to donors
- Host: small gatherings in their homes
- Extend: introductions from their networks
- Attend and Report are built into every meeting.
Coaching through all six
- A call for your chair and lead
- Six months of email support
- Attend and Report built into every meeting
What it asks of your team: Your board runs four meetings; your chair and lead join a coaching call.
When: Start anytime
Who attends: Your board
Format: Digital files, ready to print
Each meeting includes a guide, board booklets, and practice cards. Want me to lead a meeting? See Custom Support on the services page.
How to start: If this sounds right for your board, let’s talk. We’ll make sure it’s a good fit, then I’ll send you the meetings and we’ll schedule your coaching. There’s no commitment, and I’ll send an invoice only if we decide to move forward.
The INVITE Framework
My INVITE Framework guides these offerings. GATHER is how your board practices it. Monthly Donor and the Living Room Cohort are two specific ways your team can put it into practice.

Not sure which fits?
Book a free 30-minute call. I’ll talk through where you are and what fits, including when the answer is “not yet.”
More services: Clarity · Measurement · Grants · Founders and partnership · All services
