Revenue Feels Unpredictable?

You Don’t Know Why?

A retention-focused assessment to identify where revenue is breaking down and what will actually stabilize it.

Most nonprofits don’t have a fundraising effort problem.


They have weak or missing retention systems that quietly destabilize revenue year after year.

The Revenue Volatility Risk Assessment shows you where retention is breaking, why donors aren’t staying engaged, and what needs to change to create more reliable revenue.

This is a diagnostic step. Not a campaign. Not implementation.

What This Assessment is For:

This assessment is for organizations that:

  • See inconsistent revenue despite ongoing campaigns

  • Lose donors after their first or second gift

  • Struggle to grow monthly giving or sustain mid-level support

  • Rely on last-minute fundraising to close gaps

If revenue feels reactive instead of planned, this assessment will show you why.

What Happens in the Assessment

The Revenue Volatility Risk Assessment is a retention-focused analysis.

You’ll complete a short intake and share a small set of existing materials.

I review how supporters move — or fail to move — after they give, including:

  • Where first-time donors are being lost

  • Whether monthly giving pathways are working

  • How sponsorships and mid-level donors are (or aren’t) being developed

  • Which systems are creating instability instead of momentum

This assessment ensures the right problem is identified clearly. So, when it is fixed, it is fixed at the system level, not temporarily patched.

Scope and Expectations

Timeline: 7–10 business days
Meetings: None required
Delivery:
Written findings with recorded walkthrough

You'll leave with clarity about what's broken, what matters most, and what steps actually make sense.

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