A self-paced system for development directors who inherited the title and twelve months to justify it. Nine modules. Nine deliverables. Every template included. Built by a CFRE who did it and kept the receipts.
You can't withdraw from a relationship you haven't invested in.
Diagnose first, then plan. Steward before you ask. Never lead with the ask.
Start with what's already working: that $500 donor, board connections, 87% retention. You're not creating value from scratch. But revealing what exists. Much easier. Inventory assets first, then build forward.
Each module produces one deliverable. The sequence is deliberate — you can’t build what you haven’t diagnosed.
Templates, worksheets, checklists, and planning tools you take with you. Key templates include both editable DOCX files and print-ready PDFs. A new development director doesn't need more theory — they need something they can open Monday morning.
Diagnose, Build, Execute. This is a system, not a curriculum. One module, one deliverable, one thing you walk away with.
Organized across three acts: Diagnose, Build, Execute.
Written lessons you can read, reference, and apply immediately.
Included with the system. A custom instruction file that turns ChatGPT, Claude, Gemini, or any major AI model into a fundraising copywriter — trained on Deposit-Before-You-Withdraw, the 48-hour window, and identity-based donor psychology. Generates appeals, thank-yous, stewardship updates, and email sequences that convert.
Every module is built on the same frameworks a Certified Fundraising Executive uses in the field. Not theory. Tested practice.
Months 1–3 · What do you actually have?
Audit what you inherited across five areas: donor data, revenue mix, communications, systems, and board engagement. Walk out with a 60-Day Findings Report you can hand to your ED.
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Months 1–3 · What's broken? What's the plan?
Set revenue goals from actual data, not wishes. Evaluate which channels to keep, kill, or build. Learn to use the Shiny Object Filter to protect your time from bad ideas dressed up as opportunities.
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Months 4–7 · Who gave, and why did they stop?
Segment your list even when it's small. Learn why donors give (and stop giving). Map your non-ask touchpoints before making a single solicitation. Build your post-gift protocol.
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Months 4–7 · Build the systems that make fundraising repeatable
Rebuild your communications around three pieces every shop needs: the impact report, the appeal letter, and the stewardship touch. Build a 12-month editorial calendar that balances asks with deposits.
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Months 4–7 · Build your first package
Build your first package. Find your first 10 prospects. Learn what companies actually buy (it's not your logo). Script the ask meeting for when you have no track record.
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Months 8–12 · When grants make sense and when they're a trap
Learn when grants make sense and when they're a trap. Write an LOI that gets you to the full proposal. Set up a grant calendar so deadlines stop surprising you.
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Months 8–12 · Give them a menu, not a mandate
Stop telling board members they 'should be fundraising.' Give them The Fundraising Menu: 12 structured ways to support development, from making thank-you calls to hosting a table. Let them choose. All of it counts.
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Months 8–12 · Put the systems to work
Calculate the monthly recurring number that covers your baseline operating costs. That's your Monthly Giving Floor. Then build the program: conversion letters, signup page, retention protocol.
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Months 8–12 · Prove the model
This is the proving ground. Everything you built in Modules 1-8 gets tested in an 8-week campaign: segmented asks, a December 31 tactical playbook, and a January debrief that sets up Year Two.
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I built them because the standard advice doesn't work in a small shop with no budget.
A structured 60-day audit that replaces gut instinct with data. Five areas, scored. The same process I used on day one when I needed to know what was broken before I could fix anything.
Four questions that kill bad fundraising ideas fast. When someone suggests a gala, a golf tournament, or a peer-to-peer campaign, run it through the filter. Most won't survive. That's the point.
Board engagement without guilt. Give your board 12 structured choices for how they can support fundraising. Stop expecting every board member to be a major gift solicitor.
The monthly recurring revenue number that covers your baseline operating costs. Calculate it once. Build toward it all year. When you hit it, you sleep better.
What happens in the two days after a gift determines whether you get a second one. This protocol covers the thank-you call, the receipt, the personal note, and the data entry. Four steps. Non-negotiable.
Two custom instruction files come with the system: the Fundraising Writing Filter and the Appeal and Donor Communications Skill. Each one is built on the same frameworks covered in the modules. Load them into ChatGPT, Claude, Gemini, or any major AI model once. They run in the background on every piece of copy you produce.
A custom instruction file that removes AI-detectable patterns from donor communications before you see the output. Load it once into ChatGPT, Claude, Gemini, or any major AI model. Every appeal, grant narrative, and thank-you it writes passes through detection-driven editing automatically.
A custom instruction file trained on Deposit-Before-You-Withdraw, the 48-hour window, and identity-based donor psychology. Generates appeals, thank-yous, stewardship updates, and email sequences that convert.
A setup guide is also included to configure ChatGPT Plus, Claude Pro, or Gemini Advanced with the full skill stack in 5 minutes.
Complete your AI fundraising toolkit with these additional instruction files. Add any combination at checkout. See pricing and bundle discounts when you add to cart.
Creates board materials: fundraising menus, thank-you call scripts, prospect ID exercises, and commitment letters. Turns reluctant board members into active fundraising participants.
Structures grant proposals around funder psychology, not organizational need. Builds LOIs, full narratives, budget justifications, and outcome frameworks calibrated to how foundation program officers actually make decisions.
A custom instruction file built on donor psychology for major gift meetings. Load it once into ChatGPT, Claude, Gemini, or any major AI model. Every donor visit gets a structured prep sheet. Conversation flow and follow-up sequence turn meetings into predictable revenue. Works across arts, education, and healthcare. No more guesswork in six-figure conversations. Meetings turn into checks.
A custom instruction file that moves donor retention from 18% to 45%. Load it once into ChatGPT, Claude, Gemini, or any major AI model. Builds post-gift communication sequences that make donors feel valued, not marketed to. Creates thank-you notes, impact updates, and renewal asks that actually work. The Deposit-Before-You-Withdraw system, automated.
A custom instruction file with a sponsorship methodology that triples conversion. Load it once into ChatGPT, Claude, Gemini, or any major AI model. Structures corporate pitches around value alignment, pricing tiers, and ROI justification corporate buyers actually respond to. Turns vague sponsorship conversations into six-figure contracts. Works for events, programs, and annual partnerships.
A custom instruction file that turns sporadic donations into sustainable recurring revenue. Load it once into ChatGPT, Claude, Gemini, or any major AI model. Monthly giving programs with 85% retention versus 18% for one-time donors. That's what it builds. Creates habit loops and identity reinforcement that deliver 5x lifetime value. The deposit system that never stops depositing. Revenue that repeats.
$97 or 3×$39. Self-paced. Lifetime access. Start the day you buy it.
Checkout handled securely by Payhip.
Less than one hour of nonprofit consulting.
Get the System — $97 →Payment Plan — 3 × $39 →AI Toolkit Add-Ons. Six additional instruction files available: Board Fundraising Engagement, Grant Narrative, Major Gift Visit Prep, Stewardship Sequence, Corporate Sponsor Pitch, and Monthly Giving Program Builder. Add any combination. See pricing and bundle discounts at checkout.
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© 2026 Kyle Conner, CFRE