Lead Multi-Million Dollar Capital Campaigns
Without Getting Strangled In Donor Wealth Profiles, 990-PF Searches & CRM Hygiene
Stop losing 16+ billable hours every week compiling donor wealth screening dossiers in DonorSearch, mining Form 990-PF foundation giving histories, cleaning neglected Raiser's Edge/Bloomerang records, formatting feasibility study binders, and chasing grant reporting deadlines. Delegate donor prospect research, CRM database hygiene, and campaign administration to vetted virtual assistants directed by your own Dedicated Project Manager at $0 supervisory surcharge.
What Your Fundraising VA Handles Daily
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Donor Wealth Screening & Profile Dossiers Running capacity screening in DonorSearch, WealthEngine, or iWave; synthesizing real estate values, board affiliations, past political giving, and SEC stock holdings into executive briefing sheets.
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Foundation 990-PF Mining & Grant Pipeline Tracking Researching philanthropic foundation priorities on Candid (Foundation Directory) and Instrumentl, mapping grant deadlines, drafting LOIs, and tracking interim reporting benchmarks.
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CRM Database Hygiene & Pipeline Movement Updating donor interaction stages in Raiser's Edge NXT, Bloomerang, or Salesforce NPSP, logging pledge schedules, and cleaning duplicate constituent records.
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Feasibility Study Transcripts & Steering Committee Binders Transcribing confidential donor feasibility interviews, preparing capital campaign committee slide decks, and tracking major gift solicitor follow-up cadences.
Fluent Across the Non-Profit Development Software Ecosystem
Never waste valuable consulting hours explaining what a constituent ID, major gift moves management pipeline, 990-PF grant schedule, wealth affinity rating, or pledge schedule is. Our virtual assistants are already trained on institutional fundraising workflows.
Daily Responsibilities Handled For Your Consulting Practice
Here is exactly what an experienced fundraising operations virtual assistant handles on your behalf so you can spend your days presenting campaign feasibility studies, coaching board chairs, and closing transformational gifts.
Prospect Wealth Screening & Dossier Bios
Never walk into an executive director or board briefing without deep, verified capacity research on prospective principal donors.
- Running batch and single wealth screenings in DonorSearch, iWave, or WealthEngine
- Synthesizing real estate assessments, stock transactions, private foundation filings, and family trust records
- Compiling clean 1-to-2 page executive briefing profiles for solicitors prior to major gift meetings
- Mapping corporate matching gift eligibility and family donor-advised fund (DAF) affiliations
Grant Research & 990-PF Foundation Mining
Eliminate the exhausting hours spent digging through IRS Form 990 schedules to find grantmakers aligned with your client's mission.
- Mining Candid (Foundation Directory Online) and Instrumentl for family and corporate foundations
- Auditing 990-PF Part XV grant schedules to identify median gift sizes and geographic giving patterns
- Maintaining unified institutional grant calendars with LOI submission cutoffs and report milestones
- Drafting standard boilerplate narrative attachments, 501(c)(3) tax letters, and board rosters
CRM Moves Management & Campaign Binders
Keep your client's capital campaign on track with flawless donor pipeline staging and polished committee packets.
- Updating donor lifecycle stages in Raiser's Edge NXT, Bloomerang, DonorPerfect, or Salesforce NPSP
- Logging pledge payment schedules, multi-year installments, and custom naming opportunity reservations
- Transcribing confidential feasibility study interview recordings into structured thematic summaries
- Assembling quarterly campaign steering committee dockets, gift pyamids, and gap analysis dashboards
How Much Extra Consulting Revenue Can You Unlock?
When you delegate repetitive donor wealth screening, 990-PF research, and CRM data entry at $7/hr, your advisory retainer bandwidth expands dramatically.
*Calculated over 48 active consulting weeks per year, comparing your high-value campaign counsel and client advisory billing against SageDoer's dedicated Part-Time plan ($7/hr).
Annual Billable Advisory Hours Reclaimed: 768 Hours
Enough reclaimed capacity to onboard ~4 to 6 additional non-profit capital campaign retainers
How We Work Together In 4 Simple Steps
From linking your donor databases and screening platforms to daily prospect profiling and grant calendar maintenance, we eliminate administrative drag.
Submit Requirements
Share your client non-profit types, CRM software (Raiser's Edge, Bloomerang), screening tools (DonorSearch, iWave), and campaign templates via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager reviews your dossier templates, establishes secure role-restricted software credentials, and finalises partnership details.
Expert Execution
Your project manager supervises day-to-day operations, ensuring donor profiles have zero factual errors, CRM pipelines are updated, and grant deadlines are monitored.
Pay Only for Output
We log and charge exclusively for the assistant's pure active research, database cleaning, and administrative hours. Your project manager's supervision is completely free.
Why Fundraising Consultants Choose Sagedoer Over Traditional Freelancers
Compare the confidentiality exposure and unmanaged inconsistency of generic Upwork/Fiverr contractors with our structured, managed non-profit support model.
| Key Operational Dimension | Traditional Platforms | THE SMART CHOICE: Sagedoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must check every wealth profile, fix CRM duplicates, and micromanage | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent who don't know the difference between DAF giving and direct grants | Internally vetted, rigorously trained non-profit operations specialists |
| Hiring & Deployment Speed | Weeks spent interviewing, testing database skills, and explaining basic non-profit terms | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Disjointed multi-contractor invoices with fluctuating exchange rates | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Freelancer ghosts right before capital campaign kickoff; retrain from scratch | Seamless internal replacements with zero disruption to active campaigns |
Predictable Pricing. Pay Only For Pure Output.
No setup fees. No platform markup. Your dedicated project manager is included at no additional charge.
20 Hours Per Week
Ideal for solo fundraising consultants managing 2 to 4 non-profit clients needing weekly wealth screening dossiers, 990-PF grant mining, and CRM updates.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Full 8-hour daily embedded support unit for multi-consultant philanthropic advisory firms, institutional capital campaign desks, and major gift consulting practices.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Capital Campaign Directors & Philanthropic Advisors
Discover how non-profit development leaders reclaim 16+ hours every week with SageDoer's managed fundraising operations assistants.
"We were leading an $18M university endowment capital campaign. Compiling donor wealth screening briefs in DonorSearch and matching family foundation records took up entire weekends. My VA prepares 15 spotless dossiers every Monday morning."
Catherine Hayes, CFRE
Principal Campaign Counselor, Beacon Philanthropy Group"The Dedicated Project Manager provides essential quality control. When our VA transcribes donor feasibility interviews and builds steering committee slide decks, the PM audits every gift pyramid chart before client review."
Marcus Rowland
Managing Partner, Rowland & Associates Non-Profit Advisory"Foundation grant research used to feel like searching for needles in a haystack. SageDoer's VA mines 990-PF schedules in Candid, builds clean deadline calendars in Instrumentl, and has uncovered over $1.4M in new foundation prospects for our clients."
Diana Bishop
Senior Grant Strategist, Horizon Development Partners"At $6/hr on the full-time plan, we eliminated the need to hire an $80k/year in-house prospect researcher. Having Raiser's Edge NXT records cleaned and pledge schedules audited accurately allowed us to take on 3 extra hospital foundation clients."
Thomas Gallagher, ACFRE
President, Heritage Capital Counselors"We were leading an $18M university endowment capital campaign. Compiling donor wealth screening briefs in DonorSearch and matching family foundation records took up entire weekends. My VA prepares 15 spotless dossiers every Monday morning."
Catherine Hayes, CFRE
Principal Campaign Counselor, Beacon Philanthropy Group"The Dedicated Project Manager provides essential quality control. When our VA transcribes donor feasibility interviews and builds steering committee slide decks, the PM audits every gift pyramid chart before client review."
Marcus Rowland
Managing Partner, Rowland & Associates Non-Profit AdvisoryFrequently Asked Questions
Clear, realistic answers addressing donor wealth screening, non-profit CRM connectivity, AFP ethical boundaries, and data confidentiality.
Ready to Delegate Prospect Research & Campaign Admin?
Book a 30-minute practice consultation with our management team or connect instantly via WhatsApp.
Tell Us About Your Fundraising Consulting Practice
Share your non-profit client volume, primary CRM tools (Raiser's Edge, Bloomerang), prospect screening platforms (DonorSearch, iWave), or main operational bottlenecks. We'll assign the ideal specialist.