Fundraising Advisory
and Precision Philanthropy

Precision philanthropy that moves at the velocity your mission demands—because your organization’s challenges are as unique as its impact. With decades of firsthand industry experience, Attain Partners brings fundraising experts to empower our clients to drive sustained organizational growth and innovation. We help bridge the gap between philanthropy leadership, business strategy, and modern donor engagement technology.

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Results That Matter

Our fundraising advisory services are designed to deliver measurable, lasting impact. We focus on tangible outcomes that strengthen teams, elevate performance, and position organizations for sustained growth.

30%

Increase in Major Gift Pipeline Velocity

95%

Client Retention Rate Across Engagements

4:1

Average ROI on Consulting Investment

85%

Strategies Still in Use 2+ Years Post-Engagement

Our Approach

We don’t believe in silver bullets or cookie-cutter strategies. We believe in bespoke solutions that honor the human heart of philanthropy while leveraging smart systems to accelerate your results.

With a purpose-built team of former frontline fundraising executives, Attain Partners offers a unique and valuable perspective that bridges fundraising strategy and execution.

With expertise in both philanthropy strategy and operations, our areas of specialty include leading digital transformation initiatives, building and scaling operations teams, supporting organization-wide fundraising initiatives, and driving sustainable fundraising solutions. Our strength lies in translating the inner workings of fundraising into scalable, actionable improvements—particularly in transformation readiness, infrastructure, and team performance.

The Attain Difference

Through a regular cadence of advisory sessions, we tailor our work together to address your most pressing strategic, cultural and operational challenges. We offer targeted strategies based on your specific context and data-driven insights that respect donor relationships. Areas of focus often include:

Strategic
Fundraising
  • Precision prospect identification and cultivation
  • Bespoke campaign strategies that honor donor relationships
  • Rapid-deployment fundraising for urgent needs
  • Board and leadership coaching for authentic engagement
Organizational
Transformation
  • Culture assessments that reveal hidden dynamics
  • Change strategies built for nonprofit realities
  • Leadership development for sustainable impact
  • Systems that enhance human connection
Performance
Optimization
  • Streamlined operations that preserve mission focus
  • Technology implementation with human wisdom
  • Data analytics that inform, don’t dictate
  • Efficiency gains that amplify authentic relationships
Transformation Readiness
& Infrastructure Audits
  • Assess operational systems, team structure, and workflows
  • Identify gaps in operational support and reporting
  • Deliver an Operational Readiness Report with prioritized recommendations
  • Evaluate and assess CRM readiness
  • Guide collaboration models and performance tracking using KPIs

Implementation Support

Fundraising Operations Strategist

In a technology implementation delivery setting, Fundraising Advisory provides strategic domain subject matter experts, partnering closely with project leaders to guide project decision-making. Drawing on our teams’ real-world experience leading some of the earliest successful Salesforce-based fundraising CRM implementations, we bring executive-level insight and practical expertise to every workstream.

Attain Partners’ ability to translate complex operational needs into scalable solutions makes us a trusted advisor throughout each project phase. In partnership with Attain Partners project team members, Fundraising Advisory can:

Prepare your team and tools for transformation
Draft strategic roadmaps, marrying technology with organizational goals
Support stakeholder interviews and discovery sessions specifically targeted for business alignment
Conduct operations and process audits
Collaborate on transformation planning and change management
Support operational implementation decision-making
Serve as a trusted advisor to senior project leads, leveraging deep experience
Provide stabilization and adoption support

Sterrin Bird, Nonprofit Executive in Residence

As Nonprofit Executive in Residence, Sterrin partners with mission-driven organizations to advance their fundraising strategy and operational excellence. With nearly three decades of global nonprofit leadership, she brings deep expertise in philanthropy, team building, and technology-enabled fundraising innovation. Sterrin’s work empowers organizations to embrace human-centered change, strengthen donor relationships, and achieve transformative impact.

WHAT CLIENTS SAY
ANGIE STRINGER
CEO, GIRLS INC. OF SARASOTA COUNTY
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“[Sterrin] is not the consultant who shows up with a polished presentation and then disappears. She rolls up her sleeves and gets into the trenches with you. You’ll find her right there in donor meetings, staff training sessions, and those messy, vulnerable conversations about organizational culture that most advisors avoid.”

ANGIE STRINGER
CEO, GIRLS INC. OF SARASOTA COUNTY
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Talk to an Expert

Ready to Attain more? Contact our team to find out how we can support your unique objectives.

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