Menu of Support
We do not have a niche, and that is our strength. We work with small- to medium-sized nonprofits looking to maximize their fundraising efforts and grow fast. Almost all of our clients have re-hired us, completing one item below and then moving to the next. We welcome clients at any stage of fundraising: established and stuck; new and overwhelmed - and everything in between. Below are our "greatest (and most frequent) hits," but this is not an exhaustive list. Book time to learn more.
Annual Leadership Giving Programs
(Ideal for Established Midsize Organizations Driving Sustainable Income Growth)
Described as "Julie's Jam" - thoughtful Annual Leadership Giving programs transform four-figure-plus "mid-tier" donors into a highly engaged community that provides predictable, unrestricted income while serving as a crucial pipeline for future major, planned, and capital campaign gifts. By pairing comprehensive engagement strategies with customized data tracking and projections in platforms such as Raiser's Edge, Salesforce, or Little Green Light (among others), organizations can forecast revenue accurately and grow this most critical UNRESTRICTED donor base with confidence. This is niche but critical, and we've built these programs to success at 6 medium- to large institutions and counting!
Capital Campaign Organization
(Full Menu of Help at Any Stage of Your Capital Campaign)
Backed by experience across multiple $1M to $1B campaigns, HWC prepares and guides your organization to exceed its fundraising goals. We conduct assessments, organize current efforts, and step in to unstick stalled Campaigns, too. We can do it all, from assessing your operational infrastructure, staff capacity, and donor affinity—using stakeholder interviews to refine messaging and set realistic targets. We can also provide end-to-end campaign management, overseeing pipeline development, strategy, research, and committee coordination so your team can stay focused on securing transformational gifts.
Governance Work
(Critical for the Health of All Nonprofits and For the Success of Your Fundraising!)
Ensure your organization's long-term health through thoughtful Leadership Planning. Refresh your Governance processes through a new Matrix and Nominations system. Mobilize your Board as an extension of your Development Team and see fundraising results quickly. Julie has built Boards, overseen the health of a 500+ person volunteer leadership organization, and implemented new volunteer leadership programs such as Councils and committees, and can help you craft the perfect fit for your organization.
Successful Principal Gift Programs
($100M+ Institutional-Grade Prospect Prioritization and Management, Tailored to You)
A robust principal and major giving program starts with donor data analysis and a screening review to uncover hidden potential and to prioritize the development team's work. By combining internal data with targeted external research, we build thriving moves-management systems. One organization's donor portfolio grew from fewer than 100 Major and Principal prospects to over 1,000 in just a few weeks. This proactive approach dramatically transforms a stagnant pipeline into a thriving engine for continuous growth. We accompany this work with a new, complete program of Principal Gift and Portfolio meetings to prioritize and focus the entire team on this new prospect-centric approach.
From Scratch (or close to scratch!)
(Building Fundraising Success at Global Institutions with Little to No Prior Experience)
Are you an organization that currently does not have any of the above? Do you need to articulate your vision and mission to attract support from new audiences? Does your donor database currently exist in an Excel spreadsheet (or not at all)? Yet you need to raise millions in the coming year to support your critical mission? Julie works with you to communicate your vision into messaging for HNWI and test it for success; she develops donor pipelines from scratch; coaches founders and teams with little to no development experience; and helps you close 6-, 7-, and even 8-figure gifts.
Overall Refresh/Design & Support
(No Dedicated Development Staff Team? No Problem)
More than half of HWC's clients have no dedicated staff team yet they rely on fundraising as an income stream (or have a newfound reliance on fundraising as an income stream!) and need compassionate support to create something authentic and custom to their own institution and their own bandwidth and needs. Enter HWC to refresh (or invent) programs - from membership to planned giving- and ensure your institution is working smarter and not harder to achieve maximum results with minimal staff time.
Our Founder, The Traveling Fundraiser on Instagram, will prioritize in-person visits. So, don't be shy - wherever you are in the world. Additionally, we enjoy planning Bespoke Donor Travel to maximize fundraising efforts. Check in if you are interested to learn more.