Executive-Level Partnership, Not Transactional Consulting

At CMGS, we believe sustainable fundraising success is built through the alignment of leadership, strategy, systems, and donor relationships.

Our engagements are intentionally selective and highly collaborative. We work alongside executive leadership teams to strengthen philanthropic infrastructure, expand major and principal gift capacity, align fundraising with institutional strategy, and position organizations for long-term growth.

Whether supporting a scaling nonprofit, strengthening an established advancement program, or helping a leadership team navigate organizational transition, our work is grounded in disciplined planning, operational clarity, and relationship-centered philanthropy.

1. Philanthropic Growth Strategy

Build the foundation for sustainable revenue expansion.

CMGS helps organizations design comprehensive fundraising strategies aligned with mission, leadership priorities, operational realities, and long-term institutional growth goals.

Services Include:

• Multi-year fundraising strategy development

• Revenue diversification planning

• Advancement infrastructure assessment

• Campaign readiness evaluation

• Donor pipeline architecture

• Revenue forecasting and analytics

• Development department design and restructuring

• Board and executive fundraising alignment

• Philanthropic strategic planning

2. Major & Principal Gift Development

Build transformational donor relationships that endure.

CMGS specializes in helping organizations strengthen major and principal giving programs through disciplined portfolio strategy, relationship-centered donor engagement, and scalable cultivation systems.

Services Include:

• Major gift program creation and expansion

• Principal gift strategy

• Portfolio development and segmentation

• Donor qualification systems

• Cultivation and stewardship strategy

• Moves management frameworks

• Donor engagement planning

• High-net-worth prospect strategy

• Leadership and board donor engagement coaching

Representative Experience

• $45M+ in philanthropic revenue generated

• Multiple six- and seven-figure gifts cultivated and stewarded

• Major giving programs built from the ground up

• High-net-worth portfolios ranging from 75–150 donors

3. Planned Giving & Legacy Strategy

Create long-term philanthropic sustainability.

CMGS helps organizations establish or strengthen planned giving programs designed to deepen donor loyalty and build future financial resilience.

Services Include:

• Planned giving program development

• Legacy society design

• Estate giving strategy

• Donor identification and qualification

• Gift planning communications

• Stewardship systems for legacy donors

• Integration of planned giving into major gift strategy

Representative Experience

Documented and cultivated planned giving commitments totaling approximately $7–12 million through estate gifts, beneficiary designations, charitable gift annuities, and legacy commitments.

4. Institutional Partnerships & External Engagement

Align mission growth with strategic external relationships.

CMGS advises organizations on developing strategic partnerships that strengthen visibility, funding opportunities, and long-term organizational positioning.

Services Include:

• Corporate partnership strategy

• Foundation cultivation strategy

• Sponsorship development

• Cross-sector partnership alignment

• Strategic relationship mapping

• Executive-level stakeholder engagement

• Institutional positioning strategy

5. Executive & Board Advisory

Align leadership, governance, and philanthropy.

Strong fundraising outcomes require organizational alignment at the leadership level. CMGS works directly with CEOs, executive teams, and boards to strengthen fundraising culture, clarify governance roles, and improve institutional readiness for growth.

Services Include:

• CEO partnership strategy

• Board development and engagement

• Fundraising culture transformation

• Executive coaching for advancement leaders

• Leadership transition support

• Organizational growth advisory

• Strategic planning facilitation

• Crisis and transition advisory support

Strategic Advisory Retainers

Ongoing executive-level partnership supporting organizational growth, fundraising leadership, donor strategy, and institutional planning.

Ideal for:

• Scaling nonprofits

• Organizations restructuring advancement functions

• CEOs seeking strategic fundraising partnership

• Leadership teams navigating growth transitions

Fundraising Infrastructure Intensives

Focused engagements designed to assess, design, or rebuild advancement systems and philanthropic operations.

Typical focus areas include:

• Major gift infrastructure

• Development department restructuring

• Donor pipeline systems

• Revenue forecasting

• Planned giving launch strategy

• Board fundraising engagement

Campaign & Growth Readiness Engagements

Strategic readiness assessments for organizations preparing for significant fundraising growth, campaign initiatives, or institutional expansion.

Interim & Fractional Leadership Support

Executive-level fundraising and growth leadership support during periods of transition, expansion, or organizational restructuring.

Available in:

• Fractional Chief Development Officer

• Interim Advancement Leadership

• Strategic Growth Advisor

• Executive Partnership Advisory

CMGS brings a rare combination of frontline fundraising leadership, executive advisory experience, operational scaling expertise, and enterprise growth strategy.

Representative outcomes include:

• $45M+ in philanthropic revenue generated

• 1,124% revenue growth achieved across five nonprofit clients

• Multiple major and planned giving departments built from inception

• Six- and seven-figure donor portfolios cultivated and expanded

• Executive partnership experience across nonprofit growth, startup scaling, and organizational transformation initiatives

CMGS primarily partners with:

• Growth-stage nonprofit organizations

• Founder-led and mission-driven institutions

• Organizations scaling beyond founder fundraising models

• Nonprofits preparing for significant philanthropic growth

• Executive teams seeking stronger fundraising infrastructure

• Boards requiring strategic advancement partnership

• Institutions navigating leadership or operational transition

Every organization’s growth trajectory is different. We begin each engagement with a strategic conversation focused on your mission, goals, leadership structure, and philanthropic opportunities.

Every organization’s growth trajectory is different. We begin each engagement with a strategic conversation focused on your mission, goals, leadership structure, and philanthropic opportunities.