Let's Talk About the State of Your Development Program.
Schedule Your Strategy Session
What Is a Development Health Strategy Session?
Most nonprofit leaders already know when something is off in their development program. What they rarely have is a clear, outside-in view of exactly what to fix and in what order.
This session is designed to give you that. In 30 minutes, you’ll walk away with a sharper picture of where your organization stands, which gaps matter most right now, and what a realistic path forward looks like.
This session is built for:
✓ CEOs/Executive Directors who completed the Development Health Diagnostic and want to debrief their results
✓ Nonprofit leaders who know their fundraising is underperforming but aren’t sure where to start
✓ Organizations considering fractional or advisory development support and want to explore fit
✓ Leaders seeking a direct, expert opinion before making any plan or investment decisions
✓ Leaders contemplating a capital campaign or hoping to kickstart a stalled campaign effort.
What This Session Is, and What It Isn’t
What to Expect in Your 30 Minutes
1. ASSESS
We start with where you are. Whether you’ve completed the Diagnostic or are starting with an initial phone call, we’ll quickly map the current state of your development program across the dimensions that matter most.
2. IDENTIFY
Together, we’ll pinpoint your highest-priority gaps and the places where focused attention will have the greatest impact on your fundraising performance, donor relationships, and organizational capacity.
3. FOCUS
You’ll leave with a clear sense of what to address first and what a realistic path forward looks like — whether or not that involves working with The Philanthropic Advisory. The goal is clarity, not commitment.
Who is This Session Designed For?
This session is specifically designed for CEOs/Executive Directors and Senior Nonprofit Leaders who are directly responsible for their organization’s financial health and fundraising direction.
You’re in the right place if your organization has an annual budget under $10 -$15 million, and you recognize that your development program (however functional) is not performing at the level your mission requires.
You don’t need to have completed the Development Health Diagnostic to request a session. What you do need is a genuine interest in an honest, expert assessment of where you stand.
This session is a strong fit if:
✓ You’re a CEO/Executive Director who feels the weight of your organization’s fundraising more than you feel confident in it
✓ Your board is asking questions about revenue growth that you don’t yet have clear answers to
✓ You’ve recently experienced a fundraising setback — a grant loss, a major donor departure, or a missed campaign goal
✓ You’re planning a significant growth phase and want to ensure your development infrastructure is ready to support it
✓ You’ve been doing this work long enough to know what you don’t know and you’re ready to name it
Where This Session Can Lead...
Every strategy session concludes with a clear understanding of your current position. What happens afterward depends entirely on what you need. There is no obligation to move forward. For many leaders, the session itself is the most valuable part, a 30-minute investment that shifts their priorities and sharpens their focus. For others, a natural next step with The Philanthropic Advisory may arise.
Schedule Your Strategy Session
Reaching out takes two minutes. Gary personally responds to every inquiry and will confirm a time that works for you within one business day.
Reach out directly to schedule your complimentary
30-minute Development Health Strategy Session.
(817) 616-9464
gary@tpa.email
Sessions are available by phone or video. No pitch or pressure. Just a direct, honest conversation about where you stand and what to do next.