A free starter pack your team can use the same day.

The Fundraisers’ AI Guide. Five self-serve tools and a free 30-minute audit with me, all built to work inside the systems you already have.

The fastest way to figure out what your team needs.

The five self-serve tools below work on their own. But the fastest path to a real answer is a 30-minute audit with me. By the end of the call you will either know exactly which of these tools to run first, or you will know I am not the fit. Either way, no second call wasted.

Three things this fixes on day one.

Cannot find donors or grants fast enough

Prospect research and grant discovery eat days at a time. The starter pack gives you workflows that compress that down to an afternoon.

  • Prospect Finder Mini-Playbook
  • Grant Radar Template

Not sure which tools to trust

The audit tells you which features are already inside the tools you pay for, and the walk-through shows your team how to switch them on. No new platform required.

  • Tech-Stack Snapshot Audit
  • Copilot and Gemini Quick-Enable Walk-through

Worried about security and policy

The two-page checklist your board needs to sign off, without slowing the team down.

  • Security Quick-Start Sheet

Five tools, free to use.

01

Prospect Finder Mini-Playbook

A step-by-step prompt sheet so anyone can pull 40 warm donor leads in under an hour.

02

Grant Radar Template

A Google Sheet already watching 12 public grant boards on a weekly refresh.

03

Tech-Stack Snapshot Audit

A 15-point checklist of the AI-ready tools you already pay for, with any security gaps flagged.

04

Copilot and Gemini Quick-Enable Walk-through

A 5-minute video and cheat sheet that switches on Draft and Summarize inside Microsoft 365 or Google Workspace.

05

Security Quick-Start Sheet

A 2-page checklist for multi-factor auth and data-loss guards. Your board can sign off on day one.

It felt like having an extra team member. Like a third person to ask.
Development Director, community services nonprofit

Five practical tools, one name and email.

No spam, no waiting. The link unlocks the playbook page with every tool inside.

Open the toolkit
  • Instant access
  • No spam
  • $2,000+ value

You have the toolkit. Want help putting it to work?