Yes. We identify 150 new vetted prospects for your charity using fit criteria you approve including geography, capacity, and mission alignment— all through permission-friendly outreach. You also get a repeatable method to keep adding more.

No. While this offer will support upgrading existing donor relationships, crucially it focuses on opening a new acquisition funnel bringing in net-new major donors from outside your current base.

About 2 to 4 hours per week for an Executive Director or generalist fundraiser, focused on role-plays, first-meeting prep, and a handful of high-value outreach touch points. We do the heavy lift on research, scripts, Donor Management System setup, and first-wave sends.

Typical quick wins appear in weeks, with priority motivated donor meetings and pledges of support often landing in the first 1-2 months - especially if you start during Q4 when most major giving occurs. Larger gifts and multi-year commitments follow a range of normal major-gift cycles that can vary from months to years depending on donor preferences.

That is the point of this offer. Workshops, role-plays, first-meeting prep, objection handling, and next-step language overcomes this feeling. We stay with you until the team is Ready-to-Ask by your own confidence score.

We are not done until your team says you are ready. We deliver training and coaching until your team self-scores at the agreed confidence threshold across core skills, within reason.

We use consent-based, plain-language outreach, clear opt-outs, and donor-first framing. Transparent honest intentions seeking impact alignment. No spam, no pressure.

Yes. We design fields, processes, and language that align with PIPEDA expectations and good practice. We record consent, source, and purpose in your Donor Management System and include opt-out paths in every touch.

Yes. We design fields, processes, and language that align with PIPEDA expectations and good practice. We record consent, source, and purpose in your Donor Management System and include opt-out paths in every touch.

Publicly available data, philanthropic signals, corporate leadership lists, event rosters, community networks, and your warm pledges. We prioritise mission fit and realistic capacity, not just wealth lists.

We fix it. The offer includes a major-gifts upgrade, fields, stages, tags, dashboards, and simple SOPs. If you do not have a Donor Management System, we set up a lightweight option to start now.

No. Many Major Giving Officers focus on grants and stewardship. This offer builds a new donor acquisition funnel with modern outreach that feeds your MGO with qualified prospects.

Major gift fundraising success is measured via KPIs including Meetings set, meetings held, qualified opportunities, proposals out, gifts closed, gift/pledge value value, clickthrough and conversion from online landing page, etc… Success of this package is measured through key deliverables being received and integrated by your team - and we keep working with you until your team self-scores above confidence threshold to apply the system.

You keep the system. You can add light retainers for list refresh, campaign sprints, or coaching blocks as needed, not mandatory.

It helps. You will build a warmed pipeline, board confidence, and clean data before high-stakes outreach. Language and case elements are aligned to your campaign.

Yes. Scripts and templates are customised. We test versions, your ED keeps their voice, and we document what works.

Three emails, three social direct messages (DMs), a first letter, first call flow, discovery questions, and objection handling. All tracked in your Donor Management System with next-step prompts.

This is build-with-you, not hand-over-a-deck. We load prospects, upgrade DMS, sit in prep, review real messages, and give feedback on live outreach.

Approval gates on lists and scripts, consent language, and an escalation path. Early sends are reviewed and refined side by side before wider rollouts.

Major gifts follow human timelines. Early activity targets are meetings and qualified opportunities. Gifts follow from disciplined next steps. The KPI rhythm protects momentum.

This maps cleanly to Professional Development and Training, Technology, DMS or Database, and Fundraising External Services. We can invoice across those lines if needed.

You get a system, a prospect engine, and skills without adding a full-time salary, benefits, and ramp time. For many charities, this is the fastest, lowest-risk path to a major-gifts lane.

Yes. We prioritise local and regional fit first, then add sector-aligned and values-aligned prospects who have a clear reason to care about your work. Many donors from across Canada support charities at a local level across the country in regions outside of their own that are values-aligned with their philanthropic impact intentions.

Grants are episodic and slow, while heavy on admin work to apply and report on funds used. Major giving from individuals and private foundations adds a resilient revenue line that serves as a crucial buffer when institutional grants aren’t renewed or sufficient for budgetary needs.

We help you define a simple stewardship cadence and assign ownership in the Donor Management System. If you have an MGO, they inherit a clean file with next steps and history.

Yes. We can run a short briefing on the modern major-gifts approach, KPIs, and risk management, and we will answer pointed questions.

A snapshot of your current pipeline, a year-end strategy overview, and your donation form or landing page URL. We take it from there.

No problem. We document fields, stages, and SOPs so the system ports cleanly. Data hygiene rules travel with you.

Never. VIPs and sensitive contacts are always reviewed. You choose who is in or out, and we set the right messenger for each approach.

Great. Niche often converts better, clearer “why now,” sharper communities, and easier targeting. We tune messaging to that specificity.

New private foundations registered in Canada in 2025, people formalising giving through a new vehicle or newly wealthy donors setting up their first.

No, some are new vehicles for experienced donors, others are first-timers. The only way to know interest is to ask, respectfully.

No. Mail is our base offer because it is high-signal and low-risk. Phone- or email-first are optional add-ons with extra compliance steps.

Letters cut through noise, avoid anti-spam issues, and create a respectful first impression with a clear response path and opt-out.

No. CASL governs electronic messages. We still identify the charity and log preferences and opt-outs.

Yes. Donation-solicitation calls by registered charities are permitted. You must identify your charity, keep an internal do-not-call list, follow calling-hour rules, and honour any do-not-call request.

Yes, if the email’s primary purpose is fundraising by a registered charity, include identification and an unsubscribe. For mixed or non-fundraising content, use consent or a valid implied-consent basis.

No. Public availability alone is not consent. Use fundraising-exempt emails or ensure a valid consent basis, and always include an unsubscribe.

Yes, with the same rules as above, identify the caller, log outcomes, honour do-not-call requests immediately.

Yes, when sourced from public registries and limited to necessary business contact info, documented with source and date, and used internally for your fundraising.

No. We stick to registry data and business-contact information. If you later choose to email, we configure the correct consent basis first.

Public filings and reputable datasets, validated and spot-checked before printing.

For a high-value tranche, we recommend courier as a contingency. The economics still make sense.

A first tranche of 100 new private foundations. Learn fast, then decide on the next tranche.

Yes. The goal is signal, not perfection. You will surface a handful who are ready now, and cleanly rule out non-prospects.

Start broad with fit-based public data, contact respectfully, then quickly remove the uninterested and record preferences. Less guesswork, more real signals.

A short, donor-first note that lets recipients choose pace, Quick Gift, Application Process, or Engagement Plan, plus explicit opt-out language.

Delivery rate, responses, opt-outs, engaged replies, meetings booked, time to next step, and a clean engaged vs disqualified view.

You have still converted unknowns into known non-prospects, protected staff time, and learned how to adjust copy or segmenting before the next tranche.

We respect that stance. They can indicate “not accepting,” we log it, and suppress future contact.