Consulting Services

As a fund development consultant, Kathleen has coached many non-profit organizations in the San Francisco Bay Area. Her expertise in the following areas can help you strengthen your organization:

  • Major Donor Fundraising.
  • Campaign Messaging.
  • Campaign Strategy.
  • Strategic Development Planning.
  • Development Director Recruitment.
  • Solicitor Training for Board Members, Staff and Volunteers.

Client List

Palo Alto, CA
2014 – present
On-going coaching for the ED and staff in undertaking their first major-donor campaign. Consult on case, feasibility, marketing materials, donor strategies, and board buy-in. Trained the board to solicit major donors in personal meetings. Continue to follow up training by attending monthly campaign meetings.
Puente de la Costa Sur
Pescadero, CA
2014 – Present
Coached the ED on fund development and strategic planning..
Breakthrough Silicon Valley
San Jose, CA
Worked with ED to create materials that are well suited for a push into major donor development.
Sequoia Adult School Scholars (SASS)
Redwood City, CA
2010 to present
Advised on all aspects of fund development strategy.
Peninsula School
Menlo Park, CA
2003 – present
Rebuilt development effort after years of limited attention. Wrote strategic development plan, created fundraising campaign, wrote campaign materials, trained solicitors.
Puente de la Costa Sur
Pescadero, CA
2008 – 2012
Formulated campaign to increase individual donor gifts. Wrote Strategic Fund-Development Plan.
Impact Stories
Palo Alto, CA2011
Helped director/producer of On These Shoulders We Stand to increase individual gifts through a series of house parties.
Educators for Fair Consideration (E4FC) San Francisco, CA2010 Worked with ED on strategic planning and fund development.
Geohazards International
Palo Alto, CA2009
Advised ED on pros and cons of various development strategies. Helped identify and develop succession strategies.
Jhai Foundation San Francisco, CA 2007 Created, disseminated, collated and communicated results of board survey on strategic planning and succession.
Village Enterprise Fund San Carlos, CA. 2003 – 2004 Consulted on planning and launching a $3 million growth campaign. Helped create gift forecast chart. Trained campaign solicitors.