Let’s clean up your fundraising systems - and make them work for you.

When your systems work, fundraising feels lighter.

Even the strongest fundraising strategy can stall without the right systems behind it. If your CRM feels clunky, your donor journey is unclear, or your team is losing time to messy processes — you’re not alone.

I help small nonprofits simplify their fundraising systems so they can raise more with less stress. From cleanup to buildout, I’ll guide you through a process that fits your tools, your goals, and your team’s capacity.

How We Build Better Fundraising Systems

Audit & Align

We start by assessing your current systems - from CRMs and spreadsheets to workflows and reporting. You’ll get a clear snapshot of what’s working, what’s not, and where to focus first.

Clean Up & Configure

Next, we organize and optimize. That might mean cleaning up your donor data, refining how your tools connect, or setting up new workflows that make day-to-day fundraising smoother.

Document & Train

You’ll get plain-language documentation and hands-on support so your team understands how to use and maintain what we’ve built - long after the project wraps.

Every organization is different - we’ll tailor the scope to fit your tools, team, and goals.

Is this right for you?

This service is a great fit if:

✅ You’re not sure how to get the most out of your CRM (or you’re not using one at all)
✅ You’re managing donor data in too many places - and it’s getting messy
✅ Staff changes have left systems undocumented or unclear
✅ You want to launch a campaign or improve stewardship, but the back-end isn’t ready
✅ Your team is stretched thin and needs tools that actually save time

You don’t need fancy tech or a full development team - just the right systems for your stage of growth.

What makes this different

You don’t need another consultant who hands over a list of recommendations and walks away.

I work alongside you to design and implement systems that actually work - not just in theory, but in the day-to-day reality of your organization.

From data cleanup to donor journeys, I don’t just tell you what needs fixing - I help you fix it. And I make sure your team has the tools and training to carry it forward with confidence.

This is about building systems that support your fundraising goals and your team - now and in the future.

Let’s make fundraising less stressful - and more effective.

We take on a limited number of systems projects each quarter to ensure high-quality, hands-on support.

Start by filling out a quick intake form so we can learn more about your needs. If it’s a good fit, we’ll follow up to schedule a Discovery Call and talk about next steps.

This is the first step toward simpler, smarter systems - and a smoother fundraising program.

Tanya Wall, Founder of Collaborative Cause Consulting and Fractional Fundraiser, sitting at her white desk in a modern office, wearing a pink blazer and smiling while working on her laptop.

FAQs

  • Hiring a staff member to manage systems often means stretching your budget to bring on someone junior - someone who may be learning as they go, or pulled in too many directions to focus deeply on cleanup and strategy.

    With this service, you're getting senior-level systems support without the cost of a full-time hire. I bring over a decade of fundraising experience and a deep understanding of what makes systems actually work for small teams.

    You get clear recommendations, hands-on implementation, and practical tools your team can actually use - no supervision or internal training required. It’s a high-impact, low-lift solution that brings clarity and momentum to your fundraising operations.

  • Fundraising Systems Consulting

    Flat fee of $9,500 for a 3-month engagement (plus HST)
    Designed for teams ready to strengthen their backend operations. This package includes CRM setup or optimization, automation workflows, and streamlined internal processes to support fundraising success.

    Not sure which option is right for your organization? Let’s connect for a free 30-minute discovery call.

  • Every organization is different - so every systems engagement is tailored to your unique setup, tools, and goals.

    We start with a strategic audit of your current systems, including your CRM, data management practices, donor journey, and fundraising workflows. From there, we develop a practical roadmap that outlines clear priorities and next steps.

    Your project will be led by a senior fundraising systems consultant, with additional support from trusted specialists as needed - especially for technical integrations or digital fundraising tools.

  • While fundraising systems won’t raise money on their own, they make everything else easier - and more effective.

    You can expect:
    ✔ More confidence using your CRM
    ✔ Streamlined donor tracking and reporting
    ✔ Clearer stewardship processes
    ✔ Less time spent untangling spreadsheets or duplicating work

    Many clients tell us they finally feel like they’re in control of their fundraising - and ready to grow.

  • Here’s a novel approach - we don’t track hours!

    Instead of counting time, we focus on clear deliverables and practical outcomes. As your Fundraising Systems Consultant, we guide you through a structured, hands-on engagement designed to fit your team’s capacity and timeline - without the stress of micromanaging hours.

    We take on a limited number of projects at a time, which means you get focused, responsive support that moves your systems forward - without needing to supervise or manage the process.