We worked with their board on fundraising culture and shared leadership, helping members understand that strong board fundraising does not mean everyone does the same thing. The board left with a shared understanding of their collective role and individual pathways to act on it.

Board fundraising training as part of a comprehensive engagement supporting a Bay Area nonprofit that helps adult immigrants build careers and complete college degrees.

Facilitated board fundraising training for a Peninsula-based nonprofit providing comprehensive support to survivors of domestic violence and relationship abuse.

Facilitated board fundraising training for a nonprofit that recruits, trains, and supports volunteer advocates for children in the foster care system.

• “Board members started reaching out, telling their stories, and making introductions without having to be nudged. It's night and day.”

• — Laura Selig, Board Member

Facilitated board fundraising training for a national nonprofit supporting music educators and families in the Suzuki approach to instrument learning. The organization came with a clear goal: to build a genuine culture of philanthropy within their board and develop a fundraising practice built on true partnership between board and staff. The training gave members a shared framework, clearer individual roles, and a path forward together.

Facilitated board fundraising training for a San Mateo school serving students with learning differences including dyslexia, ADHD, and related learning disabilities. The training gave board members a framework for fundraising that felt accessible rather than overwhelming, and practical first steps they could act on immediately without waiting for permission or perfect conditions.

Major gifts strategy and fundraising leadership coaching for a national education nonprofit, positioning the organization for six- and seven-figure gift discussions and building the infrastructure to sustain major donor growth.

• “Shannon is a fundraising expert who positioned us for 6- and 7-figure discussions and major growth.”

• — Jeff Feinman, Chief of Partnerships

Major donor strategy and prioritization as part of a comprehensive campaign engagement, building the systems and relationships needed to move toward transformational gifts.

Kohala Oral History Project came to us at an inflection point: facing government funding cuts while demand for their services was growing and their profile was rising. We developed a comprehensive multi-year revenue strategy covering all funding streams, designed to drive realistic and sustainable growth through a period of both challenge and opportunity.

Conducted a comprehensive fundraising assessment and growth strategy for a Bay Area nonprofit providing free tutoring and academic support to under-resourced students. Introduced a structured donor assessment framework to prioritize upgrade opportunities and surface high-potential donors already in the database. Reframed the major donor threshold and set a clear growth target, with a sequencing strategy that prioritized upgrading existing donors before pursuing new ones. Introduced wealth screening tools and provided a practical 12-month fundraising plan built for realistic execution, not aspiration. The organization moved from scattered fundraising activity to a focused, prioritized strategy with clear next steps.

Conducted a comprehensive feasibility assessment for a proposed $8 to $15 million capital campaign that would allow Creativity Explored to bring all functions under one roof and expand capacity to serve more artists with developmental disabilities. After interviewing staff and analyzing donor data, delivered a detailed assessment with a clear finding: the question was not whether Creativity Explored could achieve its campaign goal, but when and how. The report identified the path forward, the conditions required, and the steps leadership needed to take before launching.