Consultation Services

Personalized Support to Maximize Your Impact

Every purchase from The Advancement Playbook includes a complimentary 20-minute consultation with one of our founders. This one-on-one session is designed to help you walk through implementation, customize your approach, and get answers to any questions you may have—ensuring you’re set up for immediate success.

In addition to this included service, we offer tailored virtual and in-person consultations in the following areas:

  • Annual Fund Planning

  • Board Training and Development

  • Comprehensive Campaign Design

  • Gift Proposal Strategy

  • Team Structure and Workflow

Whether you're launching a new initiative or refining an existing program, we’re here to help you turn plans into progress.

Reach out to us directly to explore how we can tailor a Playbook and consultation experience that aligns with your team’s unique needs and goals.

Top-down view of four people working together at a wooden table with laptops, tablets, notebooks, and office supplies.
Overhead view of a diverse group of six people in a business meeting or collaboration around a wooden table with laptops, tablets, notebooks, and coffee cups, as a person shakes hands with an older, bald man.

Coming Soon: Webinars & Workshops Designed for Impact

We're excited to soon launch a powerful lineup of webinars and in-person workshops designed to give you real-world strategies, tools, and confidence to elevate your advancement efforts. These sessions are perfect for teams looking to build momentum, sharpen skills, and drive results.

Upcoming topics include:

  • Annual Fund Success Strategies

  • Building Major Gift Pipelines

  • Campaign Readiness

  • Volunteer & Board Engagement

Whether you're just getting started or scaling what’s already working, our training sessions are built to meet you where you are. Stay tuned and follow us on Social Media to be the first to know when registration opens!

Contact Us

Have a question? Want to talk through which tool is best for your organization?

We respond to all inquiries within 24 hours.
info@thedvancementplaybook.com
(336) 978-3941

Logo for The Advancement Playbook featuring an open book icon and the tagline Funding Tools That Deliver—Right NOW!