For Nonprofit Leaders
Major Gift Strategy
Senior-level partnership on the full arc of major donor fundraising — from identifying and qualifying prospects to building relationships, making asks, and closing gifts. Paul has helped organizations at multiple stages of development secure the largest gifts in their history. He works with leaders and development teams as a strategic resource.
Fundraising Team Coaching
Embedded coaching for development staff at all levels. Paul helps fundraisers build skills and confidence, work through specific donor situations, and grow into more effective practitioners.
Donor Collaborative Fundraising
Specialized support for pooled funds and donor collaboratives — including strategy, positioning, funder engagement, and coordination across complex giving structures.
Campaign Planning and Execution
Strategic direction for organizations planning significant campaigns, including feasibility assessment, case for support development, volunteer leadership, and donor sequencing.
For Donors and Foundations
Philanthropic Strategy
Clarifying what you want your giving to accomplish — and building a strategy to get there. This includes goal setting, portfolio design, and values alignment across a family or foundation.
Donor Collaborative Advising
Helping philanthropists pool resources and coordinate with peers to fund at a scale that individual giving cannot reach. Paul has deep experience advising the structures, relationships, and strategies that make collaborative giving work.
Next Generation Engagement
Facilitating conversations across generations to build shared philanthropic vision and put it into practice — including family governance, decision-making frameworks, and transition planning.
Dana Advisory takes on a limited number of clients at a time. If you're interested in working together, the best place to start is a conversation.