A 90-minute working session for nonprofit boards and executives to diagnose what’s really blocking major gifts — and install a system that actually holds.
Date: Wednesday, February 11th
Time: 12PM-1:30PM 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, February 11th
Time: 12noon EST
Where: Live on Zoom

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

To help you identify where your system is breaking down and what to do about it.

We’ll show you what to install so that you can build momentum on real data and donor interactions--not fundraising theatre.
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).


✅ Diagnose your current approach using a 5-point readiness scorecard
✅ Spot the exact points where major gift momentum breaks down
✅ Walk through a 6-part framework to de-risk major gifts — across board and staff roles
✅ Understand how to build consistency without burnout
✅ See how to move from “we should” to “this is exactly what we do next”

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.

This is for boards and exec teams who are:





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
Q&A Session with Rhea Wong
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.