Client Stories

SCF relied heavily on local and county contracts as its primary funding source, with no formal fundraising program. With the Executive Director serving as the sole fundraiser, and despite a committed board, the organization lacked the tools to diversify revenue and build donor relationships. Without systems to support long-term giving, SCF remained dependent on public funding and vulnerable to policy shifts.

​BGC Whittier had strong donor support through successful annual events, but lacked a formal major gifts program. Most event donors gave once, with little follow-up or long-term engagement. Without a strategy to move supporters into deeper giving relationships, the organization remained dependent on event revenue and missed opportunities to build a more sustainable and mission-aligned base of philanthropic support.

​As the sole fundraiser, the Executive Director of Music Beats Cancer struggled to manage both operations and donor cultivation. Without a formal major gifts program, promising donor relationships often stalled or were never fully developed. The organization needed a system to prioritize high-potential supporters, streamline outreach, and convert passion into philanthropic investment—all without additional staff or infrastructure.