A proven, step-by-step system for uncovering donor capacity, timing, and engagement. So you can stop winging donor conversations and start leading them!
Date: Wednesday, January 21st
Time: 12noon EST
Where: Live on Zoom
A proven, step-by-step system for uncovering donor capacity, timing, and engagement.
So you can stop winging donor conversations and start leading them!
Date: Wednesday, January 21st
Time: 12noon EST
Where: Live on Zoom
A simple system you can use

Bloated prospect lists, “just checking in” emails, and proposals that take weeks to write — we’re calling it out and cleaning it up.

We’ll walk you through a plain-English, month-by-month rollout — what to do in January, February, and March to get real results.

We’ll show you what to track (and what to ditch) so your board reports reflect real momentum — not activity theater.

From first touch to proposal delivery to renewal, you’ll get the playbook to move donors forward (without sounding like a robot).
A simple system you can use

Bloated prospect lists, “just checking in” emails, and proposals that take weeks to write — we’re calling it out and cleaning it up.

We’ll walk you through a plain-English, month-by-month rollout — what to do in January, February, and March to get real results.

We’ll show you what to track (and what to ditch) so your board reports reflect real momentum — not activity theater.

From first touch to proposal delivery to renewal, you’ll get the playbook to move donors forward (without sounding like a robot).


January: Build the engine → Create your actual pipeline + book qualified meetings
February: Co-design with donors → Map WHY, WHAT, and HOW into shared proposals
March: Close and steward → Convert, renew, and forecast like a pro
🧠 Hint: this is the same system that helped teams close
$100K+ gifts in under 90 days.
📢 This system now has a name. We call it: EFOS — the
Engagement Fundraising Operating System.
And we’re giving you the full blueprint — for free — inside this
live training.

Build a real, risk-adjusted major gifts pipeline
Book more qualified meetings (without awkward follow-ups)
Create co-authored proposals that actually close
Turn stewardship into retention (instead of burnout)

January: Build the engine → Create your actual pipeline + book qualified meetings
February: Co-design with donors → Map WHY, WHAT, and HOW into shared proposals
March: Close and steward → Convert, renew, and forecast like a pro
🧠 Hint: this is the same system that helped teams close
$100K+ gifts in under 90 days.
📢 This system now has a name. We call it: EFOS — the
Engagement Fundraising Operating System.
And we’re giving you the full blueprint — for free — inside this
live training.
Built through a donor led pipeline

Trained to run EFOS weekly

By clarifying timing and next steps
Built through a donor led pipeline

Trained to run EFOS weekly

By clarifying timing and next steps
This is your jumpstart for 2026. Let’s do it right.

You’re only one system away from:





You’re only one system away from:




No acronyms or fluff — just a crystal clear roadmap.
Tailored for lean teams at $1M+ nonprofits
Tailored for lean teams at $1M plus nonprofits
Created by someone who has installed this system for orgs just like yours
Results in 30 days or less qualified meetings shorter cycles better renewals

Engagement Roadmap™ One-Pager — our signature donor conversation tool
Pipeline Audit Worksheet — prioritize your top 50 and fast-track action
No acronyms or fluff — just a crystal clear roadmap.
Tailored for lean teams at $1M+ nonprofits
Tailored for lean teams at $1M plus nonprofits
Created by someone who has installed this system for orgs just like yours
Results in 30 days or less qualified meetings shorter cycles better renewals
Engagement Roadmap™ One-Pager — our signature donor conversation tool
Pipeline Audit Worksheet — prioritize your top 50 and fast-track action

Get the exact donor driven system to build a real major gifts pipeline, book qualified meetings, and move proposals forward with less guesswork.
Get the exact donor driven system to build a real major gifts pipeline, book qualified meetings, and move proposals forward with less guesswork.