What We Do

Services

KB Consulting works in focused engagements with explicit deliverables. Each project begins with a scoped Initial Term. If the work continues, we move into a Renewal Term. You know what you are getting before we start.

Our Services

Fundraising Assessment and Infrastructure

A written review of your current development function, including revenue sources, donor trends, staffing and systems capacity, and infrastructure gaps. Comes with prioritized recommendations your team can act on.

Donor Portfolio Analysis and Management

RFM scoring, donor segmentation, and portfolio management frameworks built around your data. We identify your Champions, Loyal, Potential, and At-Risk donors and build the strategy to move each group forward.

CRM Optimization

We work in Neon CRM to assess how your data is structured, how reports are built, and where the system is working against you. You get a written assessment and concrete steps to fix it.

Campaign and Visibility Strategy

Strategic frameworks for fundraising campaigns, appeals, and marketing visibility. We build the concept, the structure, and the supporting materials. Your team executes.

Board Engagement Preparation

Support for activating your board in donor relationships, not just in fundraising asks. This includes committee preparation, talking points, engagement frameworks, and board-facing strategy documents.

Event Strategy and Support

Run of show documents, talking points, script frameworks, and day-of advisory support for fundraising events. We also build the post-event stewardship strategy so the work does not stop when the event does.

How Engagements Are Structured

How Engagements Are Structured

Every engagement starts with an Initial Term and a defined scope. Deliverables are named upfront in a Scope of Services document, so both sides know exactly what will be produced. Scope changes are documented as amendments. There are no surprise asks and no scope creep.

Interested? We will start with a conversation about where your organization is and what it needs.

Contact Us