For technology companies, platforms & funders
For the people building the tools, not just buying them.
I advise a small number of AI and fundraising-technology companies, platforms, and funders each year. The brief is usually some mix of product and market strategy, positioning with nonprofit buyers, and earning credibility in a sector that has learned to distrust hype. Because I’ve documented the vendor landscape first-hand, the advice comes with receipts, not vibes.
The Advisory Sprint · 6–8 weeks
A defined project with a defined answer.
Most advisory relationships start here: a fixed-scope engagement built around one hard question your team needs answered before the next build cycle, launch, or raise.
Where the work usually lands
Product & market strategy
Where an AI fundraising product fits, where it doesn’t, and what to build next.
Positioning with nonprofit buyers
Language and proof that lands with skeptical development teams and their boards.
Credibility in a skeptical sector
Building trust with a field that’s tired of being oversold on AI.
What you leave with
A written point of view your team can act on, tested against the vendor landscape and the buyers you’re selling to. Not a deck of options. A recommendation.
Start an advisory conversationStanding advisor
A seat across the build cycle.
Platforms, companies, and foundations building over a longer horizon can retain a standing advisor seat. A few of these each year, and nearly all of them begin as an Advisory Sprint.
Engagements are conducted independently of Dale’s role at Giving Compass; any potential conflicts are disclosed in writing at the start.
For foundations & funders
If you fund the nonprofits navigating AI, fund the navigation too.
Three ways funders bring this work to their portfolio.
Leadership briefings
Brief your program officers and trustees on what AI is actually changing in fundraising, and what your grantees will ask you for next.
Grantee cohorts
Run a program across a group of grantees at once: a shared briefing, a workshop series, or Sprints across several organizations. One contract, one point of contact, comparable results across the cohort.
Portfolio strategy
Advise on how your portfolio should think about responsible adoption, from funding criteria to governance expectations.
Start a conversation
Tell me what you’re building or funding.
A sentence or two is plenty. I respond within three business days.
Trusted by leaders in the field.
Client references available on request.
“A practical and ethical approach that fundraisers need right now.”
“Teams that follow her advice on governance and keeping humans in the loop will raise more while keeping trust.”
“A practical, honest, and deeply human guide for leaders who know AI is here but aren’t sure where to start.”