At Rooted Giving, we offer tailored consulting support to help small nonprofits build stronger, smarter fundraising programs. Our services are rooted in practical experience, strategic thinking, and a deep respect for the missions you serve.

Strategy & Leadership Development

We help small nonprofits think big — offering strategic guidance and experienced leadership to support growth, transitions, and long-term sustainability.
Services include:

  • Campaign readiness and planning

  • Major gifts strategy and portfolio management

  • Giving Day and mini-campaign development

  • Interim Vice President of Development support

  • Hiring, screening, and onboarding

  • Staff professional development and coaching

Systems, Operations & CRM Optimization

Your infrastructure is the foundation of fundraising success. We work with you to build strong systems, efficient processes, and clean, actionable data.
Services include:

  • CRM selection, transition, and cleanup

  • Advancement services and workflow design

  • Gift acceptance policies and gift processing

  • Reporting, data hygiene, and performance tracking

Donor & Board Engagement

Relationships drive results. We help you build authentic, effective connections with your supporters and equip your board to be confident ambassadors.
Services include:

  • Donor relations and stewardship planning

  • Impact storytelling and donor communications

  • Portfolio-based stewardship tools

  • Board development and fundraising coaching

“Rooted Giving provided invaluable support to our nonprofit, helping us develop a strategic plan that has propelled our organization forward. Their expertise and dedication made all the difference.”

John Doe