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Functional 501:
Non-Profit Operational Excellence
⚙️🎯 📈
Building a roadmap for effective 501(c)(3) systems, awareness, and insights.
Functional 501 is your trusted partner in achieving operational excellence and transformational impact. We specialize in 501(c)(3) non-profit operations: optimizing fundraising systems, awareness, and insights.
We empower non-profits to articulate their vision for transformation.
Then, we build a functional roadmap to help move you from "point A" to "point B" across fundraising operations.
Unclear direction puts your non-profit at risk of losing trust with donors.
Operational impact starts with your ability to articulate and map your organization's aspirational trajectory.
With a clearly-defined roadmap, you clarify strategies, break down siloes, plan for the future, maximize campaigns, and optimize reporting objectives... all to
make the most significant impact with your 501(c)(3).
An effective fundraising program framework, at your fingertips.
Invest in clarity & direction...
$4,509 $3,780 (per project in 2024)
⚙️ Dynamic Fundraising System Blueprint
- automation based on giving behavior
- centralized workflows and information hub
🎯 Mission Awareness Toolkit
- where every marketing touchpoint reinforces and establishes trust for supporters
📈 Donor Insights Dashboard Builder
- decision-making and insights at-a-glance
- centralized data across across systems
Fundraising Staff
"We need to increase revenue by 30% in the next 5 years. We should hire a gift officer."
Before spending...
$85,000+ salary
Start with a plan.
Before hiring fundraising staff, evaluate your current infrastructure shifts: team, time, tools, and trajectory.
Software Subscriptions
"Our systems are clunky and time-intensive. We need a new fundraising tool."
Before spending...
$25,000+ SaaS
Start with a plan.
Before investing in a new software or fundraising tool, identify the functions you expect your systems to support.
Campaigns/Projects
"Our marketing seems stale. We're not seeing results. Let's create new campaigns."
Before spending...
$30,000+ per project
Start with a plan.
Before scrapping your marketing and hiring an agency, assess whether your programs are serving a clear purpose.
In the next 3 months, Functional 501 helps you optimize systems, raise mission awareness, and build insights -- saving you time and money.
01 SYSTEMS
Excellence is crucial to making a significant impact. Functional 501 helps you streamline your systems, ensuring your operations are efficient, transparent, and equipped with modern tools.
Shift away from:
❌Cumbersome systems and workflows
❌Siloed information; lack of integration
❌Inadequate analytics across systems
⚙️ Functional 501 provides:
✔️Processes for optimal efficiency
✔️Transparency and team collaboration
✔️Modern, secure tools identified for you
02 AWARENESS
Effective outreach is the backbone of a successful non-profit. Functional 501 helps you develop a clear, unified outreach strategy that resonates with your audience and drives sustainable growth.
Shift away from:
❌Unclear fundraising strategies
❌Diluted messaging due to competition
❌Lack of multi-year impact vision
🎯 Functional 501 provides:
✔️Outreach strategy aligned with goals
✔️Messaging for a unified approach
✔️A multi-year, sustainable growth plan
03 INSIGHTS
Decision-making is essential for non-profits to achieve their mission. We offer analytics trajectory solutions, turning data into actionable insights that drive your strategy forward.
Shift away from:
❌ Poor analysis; lack of trends
❌ Inadequate data collection
❌ Insights without business context
📈 Functional 501 provides:
✔️Insights methods to categorize trends
✔️Directional plans for meaningful data
✔️Insights informing decision-making
Enhanced 501(c)(3) Fundraising Operations
Functional 501
is a 3-month fundraising operations program:
⚙️ Maximizing your
fundraising systems: leveraging tools, productivity, and talent to build solutions;
🎯 Optimizing your approach to
marketing awareness and brand outreach through campaign strategy;
📈 Establishing a baseline of meaningful
analytics & insights reporting, to measure meaningful growth.
🎯 Optimizing your approach to marketing awareness and brand outreach through campaign strategy;
📈 Establishing a baseline of meaningful analytics & insights reporting, to measure meaningful growth.
| Systems Blueprint | Awareness Toolkit | Insights Builder | |
|---|---|---|---|
| $3,780 | $3,780 | $3,780 | |
| Be Known | ✔ | ✔ | ✔ |
| Be Found | ✔ | ✔ | ✔ |
| Be Trusted | ✔ | ✔ | ✔ |
| Be Effective | ✔ | ✔ | ✔ |
| Be Impactful | ⭐ | ⭐ | ⭐ |
(FAQ) Frequently Asked Questions
Feel free to reach out with any questions about projects, partnership models, and connection opportunities. Send an email or connect on LinkedIn to discuss.
What is included in each project?
Every project is designed to have a clear beginning, middle, and end.
Before moving to the next stage, you'll approve the trajectory of the project.
These are three primary project stages:
- Beginning - discovery; where we want to go
- Middle - recommendations; how we get there
- End - deliverable; from "point A" to "point B"
What are the types of projects?
We'll design the project expectations together.
You may already have a specific project in mind, such as a website redesign roadmap, or a specific campaign strategy plan. If so, we'll design the project scope together. If you are not sure yet - in general, each project falls into one of three categories:
- Systems
- Awareness
- Insights
What is the "momentum program" for discounts and rewards?
Each project is designed to be approximately 10% of what a total full-scale initiative costs for non-profits.
A typical website redesign costs ~$35K+ for execution, on top of a systems cost of $25K+ for subscriptions.
Functional Authority projects cost $3,780 each. The "momentum program" provides additional discounts and incentives.
- If you are purchasing a set of 3 or more projects, and are paying up-front, you can receive a discount of 5% off.
- For every 10 projects, you'll receive 1 project (for free).
Your partner in efficient fundraising operations.
A digital strategist at heart, specializing in initiatives, such as: website redesign projects, email campaigns, system and workflow assessments, and business intelligence reports.
I'm passionate about helping nonprofits, growing businesses, and solopreneurs make the most of their time and investment in digital marketing and operational efficiency.
I've led digital strategy projects at Children's Hospital Colorado Foundation, Denver Rescue Mission, and Denver Art Museum. enhancing online revenue and optimization.
Together, we'll identify your functional marketing focus, build efficient ways of working, and enhance your virtual storefronts to connect with your target audiences.
"Katelyn shines at designing and articulating modern solutions for complex business challenges."
- John R. | Head of Digital Client Experience
"Throw her a problem and she'll analyze, untangle and solve it in a beautiful, easily understandable and turnkey solution."
- Stephanie M. | VP, GM Digital Client Experience
"Her expertise, dedication and analytical view of how to break down problems is unmatched in our industry."
- Michele M. | EVP, Managing Director
"Katelyn is an incredible digital strategist, marketer, operations specialists, and thought partner."
- Kelly S. | Senior Digital Fundraising Consultant
Putting functional decision-making authority in the hands of specialists, makers, and business owners.
Helping you invest your time wisely, connect with your primary audience, and measure impact.
Supporting you in day-to-day decisions.