The systems I used, packaged for the person doing the job without the department.
I have run development, marketing, and the gala seating chart from the same desk at the same time. I know what it looks like when the show is the thing you actually know how to do and the donor list is the thing that keeps you up at night.
These toolkits are the systems I built for myself in those years, cleaned up and written down. Each one is a short guide in plain language, the working files I actually used, and the word-for-word scripts for the conversations that matter. Nothing in them is theory. They are what I did, what worked, and where I got it wrong.
They’re for a one- to three-person staff at a regional opera company, symphony, choir, dance company, or theater. If your donor program lives in your head and a spreadsheet you don’t trust, start here.
The Small-Shop Development Toolkit
Run a real donor program without a development director.
If you are choosing between spending Thursday afternoon redesigning the donation page or having coffee with someone who gave you $500 last year, have the coffee.
Buy the Development Toolkit now and you’ll hear first when the others land.
The toolkits are the do-it-yourself version of the work I do with organizations through Narratives: story strategy for a season, built together.
The workbook is the manual version of what GreenRoom does. When you have more than one person touching donors and the board wants a renewal rate, that’s the point I built it for.
Instantly, after checkout. The Guide, the Scripts, and the two printables come as PDFs; the workbook comes as a link that makes your own copy in Google Sheets. Updates go out to every past buyer for free.
A free Google account for the workbook. The Dashboard formulas only work in Google Sheets, so open it there, not in Excel.
Email within 14 days and I’ll refund it.