Our Approach

Effective activation of relationships requires increased frequency, consistency, and personalization of engagement with prospective and current donors. Here are the services we deploy with our clients:

Major Giving

We cultivate and steward one-to-one relationships while developing and executing grant strategies that strengthen support from individuals, foundations, and corporate partners over time.

Annual Giving

We help organizations tell a clear, consistent story throughout the year using a handful of thoughtfully timed campaigns. Coordinated across digital, print, and social channels, this approach creates a steady presence that keeps supporters connected and engaged in the mission.

Events

We design events as relationship tools — engaging major donors more deeply in their journey while introducing new followers and supporters to the mission at pivotal moments.

Organizational Strategy & Leadership

We help nonprofit leaders define strategy, strengthen leadership, and plan for succession so teams, structures, and decisions stay aligned as organizations grow and evolve.

Data

We integrate directly with your existing donor database and help optimize how it is used day to day. Our team has extensive experience across nearly every major system, including Salesforce, Bloomerang, and DonorPerfect, and focuses on enhancing data cleanliness, usability, and reporting to make relationships, insights, and opportunities easier to act on.

Let’s Talk!

We truly love hearing about the challenges and dreams of organizations, and we love meeting new people who are doing great things. Please reach out to us, and let’s connect!

The People Behind the Engine

  • Andrew Snow


    Andrew brings 25+ years in advancement and organizational leadership, helping nonprofit partners activate meaningful relationships over time to build trust and inspire lasting generosity.

  • Chris Shultz


    Chris applies entrepreneurial and financial expertise to nonprofit work, helping organizations strengthen strategy, sustainability, and long-term growth through disciplined business thinking.

  • Jessica Gray


    Jess brings a project-management mindset shaped by business ownership and community service, balancing big-picture strategy with precise execution to keep client work moving forward.

  • Ashley Shultz


    Ashley helps organizations translate mission and impact to engage foundations and corporations through grants and funder communications, aligning programs, outcomes, and systems to support sustainable institutional giving.

  • Joel Rothermel


    Joel designs and optimizes donor data systems, aligning strategy, technology, and reporting to help organizations act confidently on insights across fundraising operations.

  • Dave Hail


    Dave specializes in donor engagement and strategic fundraising, bringing deep higher-education experience and a practical approach to building community and long-term support.

  • Laila Rothermel


    Laila supports clean, reliable donor data with care and precision, combining a strong attention to detail with a deep commitment to service and education.

  • Lori Dipprey

    Lori brings over 25 years of experience helping organizations align business strategy, leadership development, and people systems to drive clarity, performance, and sustainable growth results.