Our Services
At Lotus, we believe in building meaningful partnerships that empower your organization to thrive. Whether you’re looking for ongoing support through a retainer or assistance on a project basis for shorter, defined scopes of work, we’re here for you every step of the way. Our journey together starts with friendly introductory meetings where we take the time to get to know you, your team, and your vision. By understanding your strategic goals, fundraising aspirations, development systems, donor pipeline, and historical data, we tailor a plan and services that truly reflect your unique needs. Our experienced Lotus team members collaborate closely with you, ensuring that the right expertise is in place where you need it most.
Fractional Leadership & Embedded Support
Think of us as an extended part of your team, fully immersed in your organization rather than just outside advisors. Our goal is to support you in achieving a successful fundraising initiative without the burden of high costs. By utilizing fractional engagement, you gain access to a wealth of experience—people who have collectively raised hundreds of millions of dollars—for far less than the cost of building a full in-house team. Whether you’re in the process of rebuilding your development department or simply looking to fill a temporary vacancy, we’re flexible enough to adapt to your needs while minimizing the risks associated with costly hires.
Fractional Development Department
Experience the benefits of a complete development function, managed by a dedicated team rather than relying on a single hire. With us, you’ll receive all the essentials—annual strategy and planning, donor communications, grant management, appeals, and board engagement—giving you the full scope of a development department while alleviating the burden of a full payroll. Retainer | Starting at $7,500
Fractional Chief Development Officer
Need senior fundraising leadership during a transition or vacancy? Julie is here to step in as your interim Chief Development Officer, Vice President, or Director of Development. She will craft a strategic vision, nurture your team, and keep your board informed—offering you the expertise you need without the long-term commitment of a permanent hire. Retainer | Starting at $5,000
Fractional Development Operations Manager
Let us handle the vital operational aspects of your development program, including gift processing, database management, acknowledgments, and reporting. We’ll ensure your systems run smoothly, accurately track revenue, and promptly recognize donors. Retainer | Starting at $3,500
Capital Campaign Planning & Feasibility Studies
A commitment as ambitious as a capital campaign calls for a plan and a partner that rise to the occasion. Our experienced team supports you at any stage of the process, from feasibility study interviews and case statement development to operational infrastructure and launch timelines, so your campaign is ready to meet the moment. Project-based | Scoped to your engagement
Major Donor Strategy & Approach
Ever heard of the millionaire next door? Some of your most transformational donors may be closer than you realize, already among your supporters. We help you uncover them, then prepare you fully for the ask, from prospect research and cultivation planning to relationship-building activities, meeting materials, and rehearsal. Project or Retainer | Starting at $4,000
Fundraising Leadership Coaching
Fundraising is a team sport, no matter how many people have it in their job description, and even the most talented teams rely on a coach. We work with everyone who has a hand in raising money, from operations and program managers to development officers and CEOs to board and committee members. One-on-one or as a team, we coach you through pivotal moments and challenging situations so you can lead your team with confidence and conviction. Retainer | Starting at $2,500
Annual Fundraising Strategic Plan
A strong fundraising year rarely happens by chance. Together, we build a board-ready plan rooted in your goals, your capacity, and your donors, with revenue targets by channel, a twelve-month calendar, and a clear sequence for carrying it out. The final plan is more than just a piece of paper; it is a roadmap that unites your team and gives you confidence in knowing exactly where the year is headed. Project-based | Starting at $5,000
Grant Writing & Grant Management
Grant applications and reports can feel daunting, and they pull time from everything else your team needs to do. Let Lotus serve as your guide. We manage the entire grant process, from researching the right funders to writing proposals and reports to tracking every requirement and deadline. And because grants are built on relationships, we help you steward the funders you have and build new ones. Project or Retainer | Starting at $2,500
Appeals: Planning, Writing & Execution
The mark of a great appeal is one that reminds people why they gave in the first place and compels them to give (or give again). We plan, write, and run your direct mail and digital appeals from segmentation through final send, shaping each message for the people who will receive it. Project-based | Starting at $3,000
Annual & Impact Reports
Impact reports provide a wonderful opportunity to recognize your donors and everything their support helped you achieve, in addition to sharing your story, recent successes, and noteworthy events and activities over the past year. Drawing on your data and internal resources, we shape the story, write the copy, and manage the design, then hand you a finished piece worthy of the mailbox, the inbox, and a major donor’s desk. Project-based | Starting at $3,500
Database Cleanup & Optimization
Your database should be something you trust, not something you dread opening. We handle the audit, deduplication, coding corrections, and reporting setup in Raiser’s Edge and other major systems, turning years of messy records into clean, reliable data. When the numbers are right, your reports, appeals, and board updates finally rest on solid ground. Project or Retainer | Starting at $3,500
Prospect Research
Whether you are preparing to approach an individual, a couple, or a business, it helps to know as much as you can before you make the ask. We research the person or organization in full, their giving capacity, history, interests, and connection to your mission, drawing on comprehensive wealth and philanthropic data. You receive a clear research summary, complete with a recommended ask amount and the approach most likely to succeed. Project-based | Starting at $2,500
Fundraising SOP Development
In fundraising, turnover should never mean starting over. We document the procedures your program depends on, from gift processing and donor acknowledgment to grant deadlines and data entry, so the way you work is written down and repeatable. When someone moves on, their knowledge stays with you instead of walking out the door. Project-based | Starting at $2,000