Confidently Create your fundraising plan

in 4 weeks

without the crippling overwhelm, tiresome days,
sleepless nights, and feeling that you
constantly need to do more

If you’re a passionate Director of Development, Executive Director or development professional looking to raise more money for your nonprofit while achieving a stronger work/life balance, then you already know that you need to create a fundraising plan. 

So I'll spare you the spiel.

No need to be a broken record and convince you of something that's already on your mind.

After all, you probably already KNOW that creating a fundraising plan is the key tipping point that will allow you to leverage your time, impact more people and focus on the activities that really move the needle.

You’ve probably also heard that fundraising plans are a great way to keep you accountable to what you can REALISTICALLY achieve.



Even if you're lucky enough to raise the funds your organization needs each and every year (go you!), having a fundraising plan can: 

  • Significantly increase the funds you raise

    Imagine being able to tell your colleagues and volunteers that you exceeded your goals and can finally launch that new program or expand your programs and services. By increasing the funds you can raise, you’ll be able to have an even bigger impact on the world.
  • Give you greater focus and more freedom

    By creating a roadmap for the year and building buy-in around that roadmap, you’ll know exactly which items need your attention and which ones don’t. You’ll be able to more easily prioritize and more confidently say no to distractions that arise. Without having to spread yourself so thin, you’ll have more freedom to have a better work/life balance and get back to your friends, family and hobbies – or just to turn off your computer at night and binge watch your favorite show.
  • Hold you accountable to what you can realistically achieve

    Maybe you feel as if you’re always being asked to do more and to stretch yourself farther. You may feel that the expectations of your Executive Director or board are unclear or unrealistic. Having a plan can change all of this! By detailing out the goals and how those will be achieved, you’ll hold yourself and your fundraising partners accountable to what you know is realistic. 
  • Instantly raise your credibility allowing you to be seen as the expert you are

    While you likely already have good relationships with your colleagues and board members, having a clearly articulated plan increases trust, credibility and confidence in you and your abilities. This will put you in the driver’s seat of your fundraising program.

"Thanks to Lisa’s thoughtful approach, I was able to create a plan that was simple and straight-forward. In my first year, we grew donations by 25% and increased board engagement. The plan gave me the confidence I needed to steer the ship and helped me earn the trust of my colleagues and our board. I can’t thank you enough!"


Even though the reasons to create a fundraising plan are a complete no-brainer, the process involved in creating a successful plan
isn't always as obvious

Create a plan? Yes, please!

But where do I even begin?

Perhaps you’ve thought about creating a fundraising plan before.

Maybe you’ve even taken the first step by googling to find out what to include or to find a template you like. Or maybe you’ve created a plan for one of your activities or events.

But even with the best of intentions, most fundraisers end up abandoning the project leaving them in the same vicious cycle as in previous years.

Here's why most fundraisers abandon the project: 

Without a super clear, step-by-step approach, most fundraisers feel overwhelmed. There are too many templates out there and they are either too confusing, too long, or formatted in a frustrating way.

There’s simply too much else to do to spend time trying to figure out how to plan or what to include in the plan or what template to use.

Here's why this is crippling:

As an already busy fundraiser with major gifts to raise, data to enter, events to plan and board members to manage, you literally can’t afford to veer off course.

And the moment you get lost in creating a plan, it’s almost impossible to recover. All of the other work piles up around you and you find yourself in a hole you can’t crawl out of.

Therefore, creating a fundraising plan is one thing you NEED to complete quickly and get right the first time.

And luckily for you, there are actually VERY FEW fundraisers out there who are doing it right.

The bulk of fundraisers out there are flying by the seat of their pants. They know what they need to do in their heads and they don’t take the time to put their plan down on paper. Much less have ever invested in themselves to learn this crucial skill.

Which means…

You have an amazing opportunity to build your skill set, set yourself apart from your colleagues in the field, make yourself a more marketable and valuable professional, and help yourself and your organization all at once.

Approved for 6.5 CFRE Credits

Speaking of setting yourself apart from your colleagues... if you're on your way to earning your CFRE or looking for continuing education credits, this course can help! We are proud to be an approved CFRE provider.

The 3 myths that are keeping you from
achieving fundraising greatness 

Myth #1: I'm overwhelmed. There just isn't enough time. 

I get it. You have a laundry list of things to do. How can you possibly fit in planning on top of everything else?

The thing is… as author and motivational speaker, Brian Tracy, says, “every minute you spend in planning saves 10 minutes in execution; this gives you a 1,000% return on investment.”

Imagine how much time you can have back in your day, week, month or year if you prioritize planning up front.


Myth #2: Even if I create a plan, my board members won't buy into it.

Let’s be honest. You’ve tried to corral your board members in the past. You’ve asked them to do things, you’ve given them ways to help and you’ve been disappointed by the response. 

I know it sounds funny, but having a plan is different than making one-off requests. Your board members want to know that you have a plan and a path to reach the goals. They want an inspiring leader who will show them the way. 

You can be that person. 


Myth #3: If I don't plan perfectly, I'll look bad.

Being insecure about creating a plan is EXTREMELY common. After all, it’s not something we learn in school and if you’ve had your career in small to midsize shops, you may never have seen a plan or a planning process.

Maybe you’re afraid you’re going to leave something important out or that you’re going to put too much into the plan.

Maybe you feel nervous about having a formal plan written out and being accountable to that. This can be especially true if you are delegating pieces of the plan to others on your team.

The thing is, no plan is perfect. And that’s ok! But how you plan matters and when done right you'll be creating an asset that will have an incredible return.

It's time to treat your plan like the asset it will be.

Shh...I'm going to let you in on a little secret

Creating a fundraising plan can feel overwhelming. But the process doesn’t have to be challenging or hard. 

And when you have a partner in the creation process, it’s easy to silence those nagging voices in your head. You have the skills and passion to transform your organization.

The key ingredient to turning those skills and that passion into action is a fundraising plan that produces results.

And with your permission, that’s what I’d LOVE to show you how to create.


A step-by-step process to maximizing your time and revenue

I’ve taken everything I’ve learned from my time in-house and my time working with dozens of organizations and channeled it into a comprehensive step-by-step implementation program that not only teaches you the high-level theory, but the actual EXECUTION of how you can do the same.

Yes, you’ll learn the strategies behind everything you do. But more importantly, you’ll learn the questions to ask along the way and how to think about the answers. And perhaps most importantly, you’ll have a step-by-step plan to get you from tons of thoughts in your head to a well thought out, ready to implement plan down on paper.

The end result: It’s two-fold!
1. A strategic roadmap ready to be deployed to simplify your efforts all while raising more money for your organization.
2. Knowledge and skills that set you apart from your fundraising peers making you more marketable and more valuable.

Plans That Produce

Is the first program of its kind that...

Is built with focused rapid implementation in mind

There’s no filler and no long winded stories to unnecessarily lengthen the lessons. The course is simple and straightforward. It’s designed to give you exactly what you need in the way that you need it so that you can create your plan and get on your way.

Challenges you to do less

Doing more isn’t always the answer. And in fact, it’s often a troubling mindset. This course will challenge you to think about quality over quantity.

Positions you as an advocate and expert

Not only do I take you step-by-step through creating your plan, but I’ll teach you how to bring others into the process. By bringing others along on the journey you’ll be able to build trust and position yourself as the advocate and expert you are.

Congratulations! You’ve made the decision to invest in yourself and your organization. Now what? This module is all about setting you up for success. If you start from a place of defeat and overwhelm, the process may still feel daunting – and believe me, we don’t want that. Instead, we’ll get you started on the right footing so that you can breeze through creating your plan and begin to put it into action.


  • Learn answers to some of your most pressing questions so that you can move forward with confidence and ease.
  • Complete a brain dump to clear your head by getting your thoughts and ideas down on paper. This will help you to get started on the right foot by making sure you have the brain space for what comes next.

If we want to craft a thoughtful grounded plan, we first need to understand what’s worked, what hasn’t worked and where we can make improvements. After all, we want our plan to be based in fact and we want to have data to support our decisions.

Here, you’ll review your fundraising efforts to better understand how they met your organizational goals. The understanding you gain in this module will become the backbone of your goal setting and decision making for years to come. It will give you a deep understanding of your fundraising efforts and help you better tell that story to your key stakeholders.

Even if you’ve never looked at your fundraising data or key metrics, this module will break them down into simple, easy-to-execute steps that will finally make you feel confident in pulling and compiling this information.


  • Understand the revenue, expenses, profit and other benefits associated with each fundraising activity and begin to identify trends. Remember when I said I’m going to challenge you to think about quality over quantity? This is the first step in doing that.
  • Uncover the breakdown of your donor pyramid giving you the knowledge to firm up your donor base, start building a major gifts program, begin exploring sponsorship levels, create moves management plans and more.
  • Identify your organization’s top donors and the most pertinent information about each donor so that you can create personalized stewardship and solicitation plans to deepen relationships, build loyalty and grow giving.
  • Calculate your retention rates and donor universe to understand your current donor loyalty levels and your current potential reach. Many organizations believe the answer is to find new donors. But you know the key to working smarter and not harder is retention.
  • Use my tried and true worksheets to quickly and easily compile your information in one easy-to-use place that you can build on in upcoming modules.

Now that you’ve pulled your data, it’s time to take a step back and see what the data is telling you. Where are your pain points and are they worth your time and energy? Which activities leave your staff feeling burnt out? Do they provide a significant enough return to be worth the investment?

Here you’ll identify what’s working and worth your time to continue and what you want to finally kiss goodbye. You’ll think through ways to enhance already fruitful activities and ways to change activities that aren’t meeting their goals. We’ll walk step-by-step through examples to show you exactly how it’s done.

For many of my clients this section is their “ah-ha” moment. It’s where everything crystalizes and where they can finally begin to see a future filled with more intentionality, more simplicity and more freedom.


  • Implement the 7-question fundraising activity framework that I’ve developed and that has helped dozens of development professionals efficiently analyze their fundraising activities to make sound decisions about how to move forward in the most profitable way.
  • What’s considered a major gift? We’ll talk through how to decide where to start your major gift program.
  • Uncover when and how your major gifts come into your organization so that you can plan for your programs, services and cash-flow.
  • Identify which of your major gifts are likely renewable so that you can more accurately predict fundraising revenue holding you accountable to a goal you can realistically achieve.

Your analysis is complete and you’ve had your “ah-ha” moment. You are now ready to put yourself in driver’s seat and set fundraising goals you feel confident you can achieve (and even exceed).

It’s here that you’ll also create the plan to reach each of your goals. This is where the rubber meets the road and it’s what you’ll reference on a regular basis to know where you should be spending your time. This is the roadmap you’ve been seeking – the bible that will give you the freedom to work on the items that will have the biggest impact while saying no to those that drain you and your team.


  • Officially decide what to include in your fundraising program for the coming year and drill down on those – and only those – activities to create a laser focused guide.
  • Learn the 4 key areas critical for the success of each activity that answer the most important questions generating expert-level results right out of the gate.
  • Craft individualized plans for each of your top donors that will lead to deeper connections, easier asks and a lifetime of increased gifts.
  • Understand the difference between budgeted and working goals to set both your organization and fundraising team up for success while not promising more than you can deliver on.
  • Draft a top-notch cultivation, stewardship and recognition plan that will show your donors how much you love them without adding a heaping pile of work to your plate. 

As a fundraiser, you know that fundraising is only piece of the puzzle. So it’s time to talk about the other pieces of the puzzle – your internal systems, printed materials, and volunteers.

Love them or loathe them, these pieces can either make your hard work harder or they can be a welcome addition by giving you partners in your work, automating systems and adding ease. Here we will both analyze our infrastructure and set goals to make improvements that will drastically reduce your workflow and stress while providing critical added support.


  • Identify your current systems-related pain points and learn two strategies to choose goals that will have the biggest impact without becoming all encompassing.
  • Learn the four key questions to ask when assessing fundraising materials so that you can create language and materials that will go farther.
  • Draft a compelling case for support that will become the boiler plate language you use time and time again. Say goodbye to continually trying to come up with new ways to talk about your core needs.
  • Understand who at your organization is responsible for fundraising and how to talk with those stakeholders about their critical role in a way that mobilizes action and creates true partners in your fundraising efforts.
  • Learn how to set realistic goals when you might not be personally responsible for achieving them – and how you can help motivate and keep others accountable to what they agreed to do. After all, it can’t all fall on you!

You’ve made it to the end and the good news is that you’ve already done the heavy lifting and written your plan. Now all that’s left is to compile everything into one place (and if you’ve used the worksheets I provided, you’ve already done this too!) and follow your roadmap toward fundraising success and personal freedom.

My goal for you is to create a plan that will deliver the funds your organization needs without the tiresome days and sleepless nights. In compiling the plan, you have an amazing opportunity to review everything you want to achieve and make sure it’s realistic before you share it more broadly with your Executive Director or Board of Directors. If you were too ambitious in creating your plan, this is the time to scale back and I’ll take you step-by-step through how to do just that.

I’ll also share my top tips and tricks for making your plan actionable. And finally, we’ll discuss how to easily update this amazing new asset so that you can use it for years to come.


  • Choose a template that aligns with your personality so that your plan will be easy for you to read, use and update.
  • Determine if your plan is realistic for the team you have in place and make any adjustments needed so that you can feel rock solid in what you’re committing to achieve.
  • Learn the golden rules for developing buy-in with your colleagues and volunteers to create a culture of collaboration and shared responsibility.
  • Uncover exactly how to share your plan in a way that positions you as an expert, leader and strategic thinker.
  • Set the steps you want to take to hold yourself and your team accountable to keep you on track to hit and exceed your goals.
  • Understand the simple steps you can take during the year that will make it so that you can update the plan next year in a few short hours.

30 Day Money Back Guarantee

Let me just say this… Plans That Produce is the most comprehensive, step-by-step implementation program for development professionals who are excited and COMMITTED to creating and implementing a fundraising plan this year.

By enrolling in Plans That Produce you’re putting your stake in the ground as someone who is serious about elevating their fundraising program and raising more money in a more intentional way. I believe in you and want to give you EVERY opportunity to experience how easy and exciting it can be to lay out a year filled with achievable activities that will deliver top notch results.

I know that if you do the work, you’ll see the results. That’s why I want to make it as easy as possible for you to jump in and get going. Try the training for 30 days and if you do the work and still don’t see the results, simply show me your work and I’ll give you a full refund.

For more details, click here.

Here’s what you’re getting when you enroll today:

Plans That Produce - $997 Value

  • Six weeks of live group coaching via Zoom - $600 value
  • Private, members only Facebook group with lifetime access for community and accountability - $250 Value 
  • Weekly office hours live in our Facebook community - $500 Value  

Total Value: $2,347

When you add it all up, that’s a value of $2,347

But when you enroll today, you’ll get access to everything for just:

Pay Monthly

6 Monthly Payments of




Pay Upfront

1 Payment of



Frequently Asked Questions

Burning questions your fellow fundraisers asked before saying YES! to Plans That Produce

Of course, your organization has unique challenges, every organization does. And while your plan will be perfectly tailored to address those challenges, the steps that you take to create that plan don’t have to be. Don’t get me wrong. I work one-on-one with organizations to create their fundraising plans. And while I LOVE that work, I’m here to tell you that you don’t need to spend all of that money to have a plan that is tailored to your organization. You can have a fully customized plan for a lot less by following the step-by-step process I lay out in Plans That Produce.

Plans That Produce is a self-paced implementation program. When you register, you’ll get LIFETIME ACCESS to all the lessons, slide decks, worksheets and materials right away so that you can work through them at your own pace.

If you’re committed to completing your plan in 4 weeks (which is what I recommend), you’ll likely put in 3-5 total hours of work a week which includes time to watch the lessons and to put them into action.

But here’s the thing…

You’ll quickly see that Plans That Produce is designed for rapid implementation and that the lessons build on each other. And when you realize that building a fundraising plan isn’t a chore when you know exactly what you need to be doing and when you know you aren’t spinning your wheels or wasting your time, you’ll WANT to keep going.

You’ve come to the right place! Plans That Produce is specifically designed for development professionals and Executive Directors who are newer to creating fundraising plans. Maybe this is your first time creating a fundraising plan. Or maybe you’ve thrown something together with varying degrees of success and you want to learn how to take that to the next level.

I’ve got you covered. I’ll show you exactly how to move from a blank canvas to a well thought-out actionable plan. I’ll share tips for those of you in one-person development departments and for those of you with small teams.

Unless you’re at a large development shop (think university, hospital, major philanthropic organization) or you’ve been creating fundraising plans for years, Plans That Produce will be an essential tool in your personal and professional growth.

I hear this all the time. You have a laundry list of things to do and it’s hard to know where to start. How can you possibly add something else to your list? Trust me, I get it. I’ve been there too.

The thing is, if that’s how you feel, how can you afford NOT TO take action? After all, if you don’t create a plan, you’ll be in the exact same place one, two or five years from now. And just imagine how burnt out you’ll feel at that point.

I want to let you in on a little secret about overwhelm…

Overwhelm happens when you don’t have an actionable, easy to follow, proven path. And overwhelm happens when you try to do everything at once.

Eliminating overwhelm is just one of the many reasons I’ve created Plans That Produce. Inside the program, you’ll follow my super detailed step-by-step implementation process to enhance your knowledge, sharpen your skillset, and create a forward thinking plan that you can use to lead your organization to success.

Making the choice to invest in yourself and your organization is not always an easy one, and yet, as you know, it is oh so necessary. The way I see it, you have two options:

1. Talk with your Executive Director or board chair and explain that you want to take this course and the benefits it will have for your organization. I find that when you’re able to make a compelling case, your organization will do its best to find the resources to support you. After all, investing in fundraising is one of the only investments that is guaranteed to bring in more money for your organization.

2. Choose to invest in yourself, your skillset and your future marketability. After all, learning how to create a fundraising plan is a skill that you will use day in and day out for the rest of your fundraising career and one that will make you more marketable when you go to look for your next job.

Yes! I know that if you watch the lessons and do the work, you’ll see the results.

I know that if you’re committed to making sure that next year goes different – less putting out fires, more intentionality in your execution, bigger results – you will create a plan that will succeed.

If you can show me that you’ve gone through the steps, that you’ve done the work and if you still don’t feel that you have a solid plan in place, reach out to me within 30 days of purchasing the course and I’ll issue you a full refund.

For more information, please refer to my return policy here

When you sign up today, you’re getting:

The complete Plans That Produce program with 6 training modules, 18 lessons, videos, slide decks, guides and templates. You’re also getting 3 amazing bonuses!

Bonus #1: Private, members only Facebook group with lifetime access for community and accountability.
Are you tired of feeling alone and not having a cohort to learn from? The Facebook community will give you a group of your peers where you can share ideas, best practices and get all of your questions answered. You’ll have an all-star community and a group of people to hold you accountable to your goals.

Bonus #2: Weekly live Q&A sessions with me for troubleshooting and clarity.
Have questions? Unsure of how to think about something or how to tackle something? We’ll answer your questions during the weekly live Q&A sessions.

Bonus #3: Two 30-minute one-on-one coaching calls with me
This is an extra special bonus that will only be around for this launch, two 30-minute one-on-one coaching calls with me. You can use the coaching calls to discuss any specific questions or concerns you may have, to brainstorm together, or for anything else that is on your mind!

Here’s what you’re getting when you enroll today:

Plans That Produce - $997 Value

  • Six weeks of live group coaching via Zoom - $600 Value
  • Private, members only Facebook group with lifetime access for community and accountability - $250 Value 
  • Weekly office hours live in our Facebook community - $500 Value  

Total Value: $2,347

When you add it all up, that’s a value of $2,347

But when you enroll today, you’ll get access to everything for just:

Pay Monthly

6 Monthly Payments of




Pay Upfront

1 Payment of



Plans That Produce is PERFECT for you if…

  1. You’re creating your first fundraising plan and you don’t know where to start
  2. You’ve struggled to create a plan and you want to get it right once and for all
  3. You’re ready to get off the hamster wheel, stop chasing every shiny ball that comes your way and run your fundraising department with more focus and intentionality
  4. You’re not afraid to roll up your sleeves and put in the work
  5. You find yourself constantly making lists, prioritizing and reprioritizing
  6. You’re already investing 30% or more of your time actively trying to raise funds for your organization 
  7. You feel unsure of the path to take to create a fundraising plan and want to follow a step-by-step roadmap to efficiently create the perfect plan for your organization 
  8. You’re aware that a plan is the key to unlocking professional success and personal freedom 
  9. You’re excited to build your skillset, raise more money for your organization and make yourself a more marketable professional 
  10. You’re tired of talking about planning and ready to finally seize the day and take action

Did you catch yourself nodding your head? If you said “yes” to at least 6 of the above, I can’t wait to meet you inside Plans That Produce.


Here’s what you’re getting when you enroll today:

Plans That Produce - $997 Value

  • Six week of live group coaching via Zoom - $600 Value
  • Private, members only Facebook group with lifetime access for community and accountability - $250 Value 
  • Weekly office hours live in our Facebook community - $500 Value 

Total Value: $2,347

When you add it all up, that’s a value of $2,347

But when you enroll today, you’ll get access to everything for just:

Payment Monthly

6 Monthly Payments of




Payment Upfront

1 Payment of




But you have to take action. If you're ready to take the plunge and invest in yourself and your organization, I'd be honored to go step-by-step with you on your journey.


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