Date: Thursday, September 3, 2026
Time: 2:30PM-3:30PM EST
Live on Zoom. Free. Replay for registrants
Date: Thursday, September 3, 2026
Time: 2:30PM-3:30PM EST
Live on Zoom. Free. Limited spots
Somebody ran a wealth screen a few years ago. There are names in there you have never spoken to, names of people who moved away, and at least one person who has been dead for two years.
You know that. You carry the list anyway, because saying out loud that the portfolio is really eleven people sounds like you are shrinking the operation.
But the list is what you forecast off of.
So the budget gets built on a number nobody can defend. Program leaders hire against revenue that may not arrive. And then September comes, you are short, and the whole organization watches you close a gap that was created in a meeting eleven months earlier.
That is not a fundraising failure. It is a forecasting failure wearing a fundraising costume.

✅ You dread the question "what do you think we'll raise from individuals next year?"
✅ You take last year's number and add ten percent because that is what growth looks like
✅ You report meetings and touches because that is what you can count
✅ You have a portfolio on paper and no idea how much of it is real
✅ You want to stop finding out in December how the year went
What You'll Walk Out With
Not hoping. Not guessing. Knowing.
You'd know how many supporters are actually forecastable. You'd know what a realistic gift from each one looks like. You'd know how long it takes someone to travel from first conversation to signed gift, and therefore which conversations have to start this quarter.
That's not luck. That's a system.

✅ You dread the question "what do you think we'll raise from individuals next year?"
✅ You take last year's number and add ten percent because that is what growth looks like
✅ You report meetings and touches because that is what you can count
✅ You have a portfolio on paper and no idea how much of it is real
✅ You want to stop finding out in December how the year went
Three inputs. Stage, weight, velocity. Most shops have none of them, and nobody ever told them that was the problem.
How long it takes a supporter to move from stage to stage. Without it you know who might give, but you have no idea when, and a forecast without a when is not a forecast.
Three inputs. Stage, weight, velocity. Most shops have none of them, and nobody ever told them that was the problem.
Everyone who attends live gets The Quiet Audit Workbook, a two-page field guide to run through your own lapsed list and your current major donor file.
Everyone who attends live gets The Quiet Audit Workbook,
a two-page field guide to run through your own lapsed list and your current major donor file.
There is one specific thing a supporter has to do before you can forecast against them. Everyone below that line is a name, not a number.
Everyone who attends live gets The Quiet Audit Workbook, a two-page field guide to run through your own lapsed list and your current major donor file.
Everyone who attends live gets The Quiet Audit Workbook,
a two-page field guide to run through your own lapsed list and your current major donor file.
How long it takes a supporter to move from stage to stage. Without it you know who might give, but you have no idea when, and a forecast without a when is not a forecast.

Everyone who attends live gets The Forecast Worksheet, a two-page field guide you'll fill in during the training and bring to your next board meeting.

In 60 minutes, you'll:








Results are self-reported by program participants. Individual outcomes vary based on organizational size, staff capacity, stage of implementation, and other factors.


Results are self-reported by program participants. Individual outcomes vary based on organizational size, staff capacity, stage of implementation, and other factors.
This is the forecast your board has been waiting
for you to hand them. Let's do it together.
This is the reframe your board has been waiting for you to name. Let's do it together.
This is the forecast your board has been waiting for you to hand them. Let's do it together.
Everyone who attends live gets The Forecast Worksheet, a two-page field guide you'll fill in during the training and bring to your next board meeting.
Page One · The four-message diagnosis for your lapsed $10K+ donors.
Page Two · The Five Belonging Signals scorecard for your current major donors.
The system I wish someone had handed me on day one.
Rhea Wong spent 10+ years as a nonprofit Executive Director, scaling her NYC organization and personally closing multiple six-figure gifts. She started by Googling "what is an ED?" and ended up building the operating system she wishes someone had handed her on day one.
Now she teaches nonprofit leaders how to build stewardship that keeps donors and reactivates the ones who left. Her clients have closed first six-figure gifts, $1.1M unrestricted donations, and 200x donor upgrades using the frameworks she'll walk you through live.
The system I wish someone had handed me on day one.
Rhea Wong spent 10+ years as a nonprofit Executive Director, scaling her NYC organization and personally closing multiple six-figure gifts. She started by Googling "what is an ED?" and ended up building the operating system she wishes someone had handed her on day one.
Now she teaches nonprofit leaders how to build stewardship that keeps donors and reactivates the ones who left. Her clients have closed first six-figure gifts, $1.1M unrestricted donations, and 200x donor upgrades using the frameworks she'll walk you through live.

Free. Live. September 3, 2026 at 2:30PM-3:30PM EST. Limited spots.
Free. Live. September 3, 2026 at 2:30PM-3:30PM EST. Limited spots.