Build clarity before you add more work.
Most organizations already have more priorities than they have time or capacity to address. The challenge is understanding which conditions are supporting growth, which are holding it back, and where focused attention will make the greatest difference.
Choose the level of support that fits where you are now.
Understand
We need a clear picture of where we stand.
Leverage our free resources to help you assess the organizational conditions and infrastructure behind your fundraising. Are you positioned for growth or you stuck on something. Each resource identifies strengths, and see where focused attention is needed first.
Free Prioritization Diagnostic Levers
Decide
We feel the pressure. We need to know what comes first.
Use a facilitated framework, decision tools, and structured discussion to help leadership and the Board agree on priorities, ownership, and what needs attention now versus later. Move from competing demands to a clear sequence of decisions your organization can act on.
Prioritization In-Service – $2,500
Action
We know what needs to happen. We need help getting it done.
Integrated Projects provide hands-on support to turn agreed priorities into the plans, systems, tools, and implementation work needed to move the organization forward.The focus is on connecting the pieces so priorities do not stay on paper, but become practical work that can be carried through.
Integrated Project – $175/project hour
Not sure which level of support fits? Talk through your situation.
Free Resources
Explore the Four Levers
The Prioritization Diagnostic helps you understand which parts of your organization are supporting growth and which need focused attention first. The four levers look at the conditions behind sustainable fundraising, planning, relationships, and engagement.
Governance Lever
Not sure where to begin? Start here.
This self-assessment examines Board and leadership structure, planning, alignment, policies, and organizational infrastructure to determine whether the foundation is in place to support growth.
Revenue Lever
Not sure what’s driving revenue results? Start here.
This self-assessment examines revenue mix, concentration, predictability, renewal, relationship strength, and most importantly, where opportunities for growth or diversification may exist.
Stewardship Lever
Are you set up for the next ask? Start here.
This self-assessment examines donor retention, acknowledgement, recognition, reporting, and engagement to identify where stronger stewardship practices could deepen relationships and reduce attrition.
Community Lever
Are you reacting to your community or shaping the conversation? Start here.
This self-assessment examines community engagement, consultation, communications, advocacy, and relationship infrastructure to understand how effectively your organization is building trust, participation, and long term support.
Related Priorization Insights
In-Services
Facilitated support to work through an organizational priority
Prioritization In-Services help leadership and the Board take a closer look at one area where stronger alignment, clearer decisions, or focused attention is needed.
Governance & Leadership: Determine whether Board and leadership structure, policies, roles, and engagement are supporting organizational growth.
Planning & Alignment: Assess whether current, approved plans are in place, owned, and actively guiding the work of the organization.
Revenue & Relationships: Examine how stable, predictable, diversified, and relationship-driven your current revenue is.
Data & Infrastructure: Assess whether your organization has the systems, information, and practices needed to manage and grow constituent relationships.
Community & Communications: Examine how effectively your organization is building trust, engagement, and meaningful connection with the people who matter most to its mission.
AdvanceU provides the framework, facilitation, and decision tools. Your team makes the decisions. Research, planning, implementation, and follow-through can be completed internally or through an Integrated Project.
$2,500
Per in-Service
In-services are available for up to 12 participants within an organization. Applicable taxes apply.
Integrated Projects
Pull the pieces together and put them into action
Organizations often identify several areas that need attention at the same time. A strategic plan may need to be updated. Policies may no longer reflect how the organization operates. Data may be inconsistent or difficult to use. Privacy practices may need to be clarified. CRM systems may not support the way relationships are actually being managed. Governance, fundraising, communications, and internal processes may all be moving in different directions. AdvanceU can your team help bring those pieces together.
Depending on the scope, the work may include strategic planning, policy review and alignment, governance processes, data structure and use, privacy practices, CRM configuration and workflows, fundraising systems, communications processes, roles and responsibilities, implementation planning, and the tools needed to support the work.
The goal is not simply to fix one isolated issue. It is to make sure the plans, policies, systems, information, and people supporting the organization are working together. We work alongside your team to identify where the gaps are, determine what needs to change, build or refine the necessary tools and processes, and help move the work through implementation.
$175 p/hr
per project Hour
AdvanceU will meet with you and submit a project proposal tailored to your organization’s campaign needs. Preferred partner rates are available for smaller organizations. Applicable taxes apply.