Strategic Discovery Intake

First Name

Last Name

Organization Name

Business Email

Phone/Mobile

Enter your organizations years of operation

Are you a 501c3 tax exempt entity

Yes

No

Pending Approval

What are your primary roadblocks? (Select all that apply)

Lacking a clear Philanthropic Growth Plan or Strategy

Board of Directors is inactive in fundraising or outreach

Internal Culture or Staffing is stretched too thin to scale

Struggling to communicate impact to major donors

Operational systems (CRM, reporting) need modernization

What is your primary funding goal for the next 12 months?

Do you have potential donors identified?

Yes

No

Do you have a current "Case for Support" or Pitch Deck?

Yes

No

In Progress

Need One

What is the #1 internal challenge for you and/or your team?

If our partnership could solve one specific problem in the next 90 days, what would it be?

Select Appointment Date & Time

Consultation Fee: $150.00

Consultation Fee: $100.00

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