What We Can Build Together
Tree of One offers a blend of fundraising expertise, organizational strategy, and compassionate leadership support. Each engagement is tailored to your mission, your capacity, and the unique season your organization is in.
Major & Principal Gifts Strategy
- I help organizations build, strengthen, or relaunch their major and principal gifts programs in ways that honor relationships and mission.
- Support can include:
- Assessing your current major gifts efforts
- Building or refining donor portfolios
- Designing moves management and stewardship pathways
- Developing cases for support and donor messaging
- Coaching executive directors and board members on major donor engagement
- Preparing for and debriefing donor conversations
Major gifts flourish when donors feel seen, respected, and connected to a clear and compelling vision. Together, we create the conditions for that to happen.
Fundraising Assessments & Sustainability Planning
- Sometimes you need a clear, kind, honest look at where you are and what’s possible. I conduct comprehensive fundraising assessments that look at:
- Donor retention and engagement
- Annual, major, and planned giving strategies
- Internal processes and systems (databases, workflows, operations)
- Communication and storytelling
- Team structure, roles, and responsibilities
From there, we co-create a sustainability plan that fits your organization — one that prioritizes realistic steps, builds on your strengths, and supports long-term health.
Philanthropic Advising
For donors, families, and foundations, I offer guidance to help you align your giving with your values and desired impact.
- This may include:
- Clarifying your philanthropic priorities and values
- Designing grantmaking programs or focus areas
- Developing criteria for partnership and evaluation
- Supporting intergenerational conversations about giving
The goal is to make philanthropy feel purposeful, grounded, and relational — not just transactional.
Strategic Planning
- Strategic planning with Tree of One is grounded in listening and practicality. Together, we:
- Gather insights from key stakeholders
- Clarify or refine your mission, vision, and values
- Identify strategic priorities and measurable goals
- Create a clear implementation roadmap
The result is a plan that your team can actually use — not a document that sits on a shelf.
Storytelling and Donor Communications
Stories move people. I help you tell yours in ways that invite donors into deeper partnership.
- This can include:
- Crafting or refining your case for support
- Clarifying your mission, vision, and values language
- Developing impact stories for donors and stakeholders
- Aligning your communication with your fundraising goals
We work together to find language that feels authentic to you and resonant with the communities and donors you serve.
Capacity Building and Organizational Strengthening
- Sustainable fundraising depends on the health of the whole organization. I support you in strengthening:
- Board engagement and governance practices
- Leadership and staff development
- Organizational culture and communication
- Role clarity and team structure
- Operational systems that free up time and reduce confusion
We focus on building capacity that outlives the consulting engagement and supports your mission for years to come.
Interim CDO and Interim CEO Leadership
Transitions can be tender times for an organization. I offer interim leadership that is steady, thoughtful, and compassionate.
- Support can include:
- Stabilizing fundraising and operations
- Providing strategic direction during leadership gaps
- Supporting staff and board through change
- Preparing the organization for its next permanent leader
The focus is on leaving your organization stronger, clearer, and better aligned for the future.