Practical Guidance.
Confident Teams.
Meaningful Giving.

01 / Personal Guidance

1:1 Mentoring & Strategy.

A thoughtful sounding board and a clear way forward.

Work alongside Leah to explore your priorities, navigate donor relationships and turn good intentions into practical next steps. Mentoring is shaped around the challenges you are working through and the confidence you want to build.

• 1:1 Mentoring & Strategy — space to reflect, ask questions and develop a purposeful approach to major giving.
• Portfolio Reviews — review donor priorities, identify opportunities and plan meaningful next steps for each relationship.
• Communication Journey Planning — map thoughtful touchpoints from the first conversation through cultivation, giving and stewardship.

02 / Focused Training

PAF Cultivation Training.

Build understanding. Cultivate with purpose.

Develop your team’s confidence in engaging Private Ancillary Funds (PAFs). Explore how to research potential alignment, approach conversations thoughtfully and nurture relationships grounded in shared purpose.

• Understand the role of PAFs within Australian philanthropy.
• Identify prospects whose giving interests align with your mission.
• Plan relevant introductions, conversations and cultivation pathways.
• Develop stewardship that keeps funders connected to the impact of their giving.

Practical training that guides your team from research to relationship building, with donor care at its heart.

03 / Prospect Research

Prospect Research.

Find alignment. Focus your next conversation.

Identify prospective supporters whose interests, values and philanthropic priorities align with your mission. Thoughtful research gives your team a clearer starting point for building meaningful donor relationships.

• Prospect Identification — explore individuals, trusts and foundations with relevant giving interests.
• Research Profiles — bring together publicly available information on philanthropic interests, giving history and relevant connections.
• Qualification & Prioritisation — assess alignment and available indicators of giving capacity to focus your team’s efforts.
• Cultivation Insights — translate research into thoughtful opportunities for introductions, engagement and next steps.

Research is grounded in publicly available information and handled with care, discretion and respect for donor privacy.

04 / Full-Service Consulting

Major Gifts, Done For You.

Thoughtful strategy. Personal donor care. Experienced delivery.

Build the major gifts program your mission deserves, with experienced support to bring it to life. We work as an extension of your team, taking on the strategy, planning and day-to-day delivery needed to nurture meaningful donor relationships and grow giving.

Whether you are establishing a new program, strengthening an existing portfolio or adding capacity at a critical time, our full-service consulting brings structure, focus and personal attention to every stage of the donor journey.

• Strategy & Program Development — shape a clear major gifts strategy, compelling case for support and practical plan aligned with your mission, priorities and capacity.
• Prospect Research & Portfolio Management — identify and qualify potential supporters, review your pipeline and develop individual relationship plans that give each opportunity a purposeful next step.
• Cultivation & Donor Engagement — plan and coordinate thoughtful outreach, personal communications, meetings and experiences that bring donors closer to your work.
• Gift Conversations & Proposals — develop tailored proposals, prepare for meaningful conversations and support the approach and follow-up, working with your leadership and agreed donor contacts.
• Stewardship & Impact Communication — coordinate personal acknowledgements, appropriate recognition and meaningful updates that show donors the difference their generosity makes.
• Delivery, Reporting & Continuity — maintain clear donor records, track activity and progress, and keep your team informed through regular reporting and practical handover.

You gain a dedicated consulting partner to carry the work forward, with the scope, responsibilities and donor-facing role agreed together. Your mission remains the focus, your organisation retains oversight, and every relationship is approached with warmth, discretion and care.

05 / The Academy

Major Gift Training.

Knowledge to build on. Confidence to carry forward.

The Generosity Guide Academy brings major gift practice into focus, guiding fundraisers through the work of identifying, cultivating and stewarding meaningful donor relationships.

• Build a donor-centred approach to major giving.
• Research, qualify and prioritise prospective supporters.
• Plan personal engagement and purposeful cultivation.
• Prepare for meaningful gift conversations.
• Recognise generosity, communicate impact and nurture ongoing support.

Designed to strengthen capability within your team, so learning becomes part of how you care for donors every day.