Our consulting work is designed to be as effective and efficient as possible, assuring your organization the best opportunity to meet goals while building for the future.  We aim to keep consulting time at a minimum without sacrificing progress or excellence, and urge you to provide staff for administrative details whenever possible, such as setting up appointments.  

Billing is monthly and payment due in 14 days. Unless negotiated in advance, fees are as follows:

In Vermont, and western NH consulting during 2025 is billed hourly at $200/hour plus mileage, and travel time as described below, with time counted in quarter-hour periods. If two consultants participate in a meeting, zoom, or other group meeting, the Team meeting rate is $300/hour.

In locations requiring extensive travel, consulting is $2000/day prorated by the hour, with a half-day minimum plus travel time and any related costs.  

Workshops, conference presentations and related preparation time are hourly with $400 minimum, and the daily rate is charged for presentations of six hours or more. 

When travel time totals more time than the meeting itself, we bill $50/hr. for travel in addition to the consulting time and mileage cost.

A one- or two-hour e-mail/communications fee is added to the monthly bill for ongoing projects, amount dependent on the scope and activity level of the project and the number of consultants engaged.

We charge for work in meetings (in person, phone, zoom, etc.), telephone contact, writing, research and independent work conducted on behalf of a client, in quarter-hour segments. When we present an estimate for a full job, we expect to complete the project within 10% of estimate and will notify clients in advance if the job is running over estimate.  Mileage is billed at the current federal rate.  Routine office, phone and copying costs are not billed. You will pay any subcontractors (designers, etc.) directly.

Clients on contract have scheduling preference over clients on an ‘as-needed’ basis. We do not charge retainers or minimums, but all clients who are involved in an ongoing project are expected to keep us informed regarding progress and changes in the project, so we can offer the most appropriate advice and assistance; we charge for that time.  Clients may cancel a contract without penalty within 15 days of signing said contract. If a project is discontinued or paused during a contract, all work to date is billable and two weeks is required for completion of ongoing work and communication.

We do everything reasonable to advance the mission of our clients, but do not solicit contributions, conduct direct mail, provide prospect lists based on other clients’ lists, maintain donor records or share confidential client or donor information between organizations.  We work as advisor, coach, researcher, trainer, writer and planner. Our recommendations are informed by professional experience but do not include sharing data or information specific to any individuals or clients.  

It is important that our clients are happy with the services provided, that we communicate well and trust each other, and that fundraising goals are achieved.  We urge each client to express any dissatisfaction, and we will work with you to make certain your concerns are met.

Professional Liability Insured; 

Licensed in NH, IL and MA; VT does not license non-soliciting fundraising consultants.

Updated January 3, 2025