01

Team Training

Cohort programs · 12–24 weeks

Equip your development team to fundraise like the top tier. We train frontline officers, mid-level managers, and DODs in the disciplines that separate great development shops from average ones — and we do it in your context, with your prospects, on your timeline.

kbb training is not a workshop. It’s an apprenticeship in plain sight. We sit alongside your team for twelve to twenty-four weeks, coaching live donor conversations, debriefing in real time, and progressively transferring the skills that compound into long-term fundraising performance.

What we deliver

  • Major-gifts cultivation and solicitation training, taught through your own active prospects
  • Moves-management discipline: portfolio construction, cadence, qualification, and closing
  • Donor conversation coaching with structured debriefs after every major meeting
  • Stewardship architecture that retains donors at top-tier rates
  • Written documentation discipline that survives staff transitions

What you walk away with

  • A development team operating at materially higher confidence and effectiveness
  • A documented playbook your team owns and can teach to future hires
  • Measurable lift in pipeline velocity, qualification rate, and closed gifts
  • An institutional capability that compounds for years after the engagement ends
02

Campaign Scaling

Targeted engagements · 6–12 months

You’re in a campaign that’s stuck. The pipeline isn’t moving. The board is anxious. The DOD is exhausted. You suspect there’s a way to break through — you just don’t have the perspective from inside the operation to see what it is.

Campaign scaling is the work of unlocking a campaign’s full potential. We diagnose the bottleneck (it’s rarely what the team thinks it is), rebuild the pipeline architecture, and accelerate the team into closing mode. Most clients see pipeline velocity double within ninety days.

What we deliver

  • Comprehensive campaign diagnostic: pipeline analysis, donor-file review, gift-table audit
  • Restructured cultivation strategy with re-prioritized prospect ranking
  • Lead-gift coaching for the principal solicitations that move the needle
  • Board and volunteer leadership engagement protocols that actually work
  • Weekly executive partnership through the closing window

What you walk away with

  • A campaign back on track or, more often, dramatically ahead of plan
  • A team that has practiced — and now owns — the disciplines of closing at scale
  • A cleaner, more honest read on which prospects are real and which aren’t
  • The infrastructure to run your next campaign without ever needing to scale-up again
03

Campaign Development

Comprehensive engagements · 18–36 months

You’re ready to launch a comprehensive campaign — capital, endowment, or strategic — and the stakes are too high to get it wrong. kbb strategy designs, launches, and executes the full campaign with you. From feasibility study through public-phase close, we build it together.

This is the most complete engagement we offer. We embed alongside your team and leadership for the full campaign arc, doing the work side-by-side. 96% of our campaign-development engagements close at or above goal. The other 4% close above their realistic goal — meaning the goal we recommended after diagnostic, not the original aspirational number.

What we deliver

  • Pre-campaign feasibility study with rigorous, honest goal calibration
  • Case-for-support development with leadership and donor co-creation
  • Volunteer and board leadership recruitment and structured engagement
  • Quiet-phase lead-gift cultivation with intensive coaching for senior staff
  • Public-phase launch strategy and execution support
  • Full closing-window partnership through the final 90 days

What you walk away with

  • A successfully closed campaign — usually meaningfully over goal
  • A development director and senior team transformed by the experience
  • A board newly confident in the institution’s capacity to fundraise at scale
  • The infrastructure, playbook, and discipline to run future campaigns in-house
04

Executive Coaching

One-on-one engagements · 6–12 months

The most valuable hour in your week is the one that makes you a measurably better leader. Executive coaching with kbb strategy is built for advancement vice presidents, directors of development, executive directors, and CEOs navigating high-stakes transitions — new role, new campaign, new organization, new chapter.

Katie personally coaches a small number of senior leaders each year. The work is direct, structured, and confidential. Coaching clients regularly describe the engagement as the single most consequential professional investment of their careers.

What we deliver

  • Weekly or bi-weekly one-on-one coaching sessions with Katie or a senior advisor
  • Live preparation for high-stakes meetings: board, donors, leadership transitions
  • Real-time tactical advice on the decisions that shape the next 18 months
  • 360-degree assessment and structured development plan
  • Confidential availability for the moments when you need someone who’s seen it before

What you walk away with

  • Sharper executive judgment under pressure
  • Confidence in the high-leverage decisions that define your tenure
  • A trusted advisor who understands your context and your constraints
  • Career trajectory measurably accelerated — promotion, scope, compensation
05

Strategic Advisory

Board & leadership engagements · project-based or retained

Some of the most important fundraising decisions are made outside the development office — in the boardroom, the executive suite, the strategic planning retreat. Strategic advisory is kbb’s practice for the conversations that shape your organization’s next decade.

We advise boards on governance and fundraising readiness; advise CEOs and presidents on advancement strategy and senior team architecture; and partner with strategic-planning processes to ensure development considerations sit at the heart of the institutional strategy — not as an afterthought.

What we deliver

  • Board fundraising readiness assessments and structured engagement programs
  • Advancement organization design: structure, roles, leadership recruitment
  • Strategic planning support with development-aware perspectives
  • Pre-campaign readiness reviews and go/no-go recommendations
  • Confidential advisory to CEOs and presidents on advancement decisions

What you walk away with

  • A board that knows how to fundraise — and shows up to do it
  • An advancement organization built for the next decade, not the last one
  • Strategic decisions made with development reality fully integrated
  • A partner you can call when the next big question arrives

— Let's Build What's Next —

Tell us where you want to go — we'll design the path and help you get there.

Every engagement begins with a no-cost consultation. Share your goals, your context, and the outcomes that matter most. We'll listen carefully, ask the questions that surface the real story, and give you a candid read on the work ahead.

Emailkbb@kbbstrategy.com