# WIZE Counsel — A Fundraising Team That Grows With Your Mission WIZE Counsel pairs experienced fundraising consultants with an AI-powered platform that knows your donors, your voice, and your mission — so your team gets stronger over time, not just busier. Benchmark your fundraising program against peers in your sector and size range. Answer a few questions and one of our strategists will share a personalized analysis. ## Sound familiar? - **Your team is stretched past capacity.** You have good fundraisers, but they're buried in execution. The strategic work — donor segmentation, cultivation planning, campaign design — keeps getting pushed to "next quarter." - **You know what's working. You don't know why — or what's next.** Your team has results, but you're making decisions without seeing the bigger picture. What's driving your retention rate — and is it good for your size and sector? You need a partner who sees across the sector every day and can connect those patterns to your program. - **You've hired consultants before. They left you with a binder.** Traditional consulting gives you a plan and walks away. You need a team that stays, executes, and builds systems that outlast any single engagement. ## A Development Team, Not a Deliverable WIZE Counsel isn't a consulting engagement that ends with a report. It's an extension of your team — experienced fundraising professionals working alongside a platform that knows your donors, your voice, and your mission. ### Strategic Expertise on Demand - Campaign design and case development - Donor cultivation strategy - Board engagement coaching - Strategy grounded in your data and goals ### Institutional Intelligence That Compounds - CRM integration and organizational knowledge base - Institutional memory that persists through staff turnover - Accelerated onboarding for new team members - Platform that learns your voice over time ### Execution Capacity That Scales - Donor communications and grant narratives - Event materials and stewardship sequences - Social content and appeal campaigns - Volume handled so your team focuses on relationships ## Comprehensive Fundraising Support Whatever your fundraising program needs, your WIZE Counsel can help. ### Campaign Strategy & Execution - Annual fund planning and management - Capital and comprehensive campaign counsel - Campaign communications and collateral - Year-end and seasonal campaign design - Feasibility and readiness assessments ### Major Gifts & Donor Cultivation - Moves management strategy and coaching - Major gift prospect identification and research - Donor segmentation and portfolio building - Cultivation and solicitation planning - Stewardship and retention programs ### Grants & Foundation Relations - Grant prospect research and qualification - Proposal narrative development - Grant calendar and deadline management - Funder reporting and compliance - Corporate and foundation partnership strategy ### Communications & Creative - Appeal letters and email campaigns - Case for support development - Social media content and strategy - Event marketing and materials - Donor newsletters and impact reports - Brand voice development and consistency ### Data & Donor Intelligence - CRM integration and optimization - Donor analytics and segmentation - Lapsed donor identification and re-engagement - Giving pattern analysis and upgrade identification - Benchmarking against peer organizations ### Organizational Development - Development program assessment and audit - Board fundraising engagement and training - Staff capacity planning and role design - Fundraising systems and workflow design - New staff onboarding and knowledge transfer ## How It Works 1. **Conversation** — We learn about your organization: your mission, your fundraising goals, your current team capacity, and where you need the most help. 2. **Custom Plan** — We design an engagement matched to your needs and budget. Most organizations start with a focused area — like annual fund or grants — and expand as they see results. 3. **Your Counsel Gets to Work** — Your WIZE Counsel (consultant and platform working together) begins executing on your priorities. You see drafts, strategies, and results — not just recommendations. 4. **Ongoing Partnership** — As your organization grows, your WIZE Counsel grows with you. The platform gets smarter, your knowledge base deepens, and your fundraising capacity compounds. ## Built for Organizations Like Yours - **Building your first fundraising function** — You have ambitious goals but limited staff. You need someone who does the work alongside you, not just tells you what to do. WIZE Counsel acts as your outsourced development team while building internal capacity your organization owns. - **Extending an established team** — Your fundraisers are good, but they're stretched thin. You need senior strategy and execution support without the cost of another full-time hire. WIZE Counsel gives your team more reach without more headcount. ## Not Your Typical Consulting Engagement - Traditional consultants give you a plan and leave. Your WIZE Counsel stays and executes. - Software alone gives you features without context. WIZE Counsel combines fundraising intelligence with people who understand your mission. - A full-time development hire costs $60-90K+ before benefits. WIZE Counsel gives you senior-level expertise and execution capacity at a fraction of the cost. ## How We Work Together - **Monthly Retainer** — An ongoing partnership where your consultant and platform are available as your needs evolve. Your Counsel learns your organization deeply, builds on previous work, and adapts as priorities shift. - **Focused Project** — Start with a defined engagement (a feasibility study, campaign case for support, or development program audit) and transition to ongoing partnership once you see the value. - **Custom Engagement** — Every engagement is designed around your goals and budget. We'll build something that fits. ## See How Your Fundraising Program Compares We work with fundraising teams across the nonprofit sector every day. - Benchmark against peers in your sector and size range - Identify your biggest growth levers - Get a strategist's personalized recommendations Answer a few questions and get a personalized analysis. Already using WIZE? Talk to your account team about adding Counsel.