OUR SERVICES
We meet you where you are.
We take you where you need to go.
Every engagement begins with a conversation about where you are, not a proposal about what we sell. If we are the right fit, we will tell you. If we are not, we will tell you that too.
"Is this the right person to trust?"
Robert Scholl, Board Member, Saint Thomas' Episcopal Church & School
Nearly every client we have ever served came through a referral. Twelve years. That is the only answer to that question that matters.
DEVELOPMENT DIRECTOR
"Will this make my job easier?"
Yes. We take things off your plate, work alongside you rather than around you, and leave you more capable and confident than when we arrived.
EXECUTIVE DIRECTOR
"Can Ruiz & Company help us get to the next level?"
Yes. And we will tell you honestly what it will take, what is standing in the way, and whether your organization is ready to do the work.
THREE WAYS TO WORK TOGETHER
Each one stands on its own. Most clients begin with one and continue from there, on their timeline.
Start where you actually are.
01 FOUNDATION
Board Development
Building the leadership capacity that makes everything else possible. Governance, confidence, and a board that moves from passive supporter to active partner.
Typical engagement: 1 to 3 months
THIS IS YOU IF
your board wants to help but is not sure what its role is in fundraising.
02 MOMENTUM
Fundraising Strategy
Typical engagement: 3 to 5 months
The program that funds your work today and makes tomorrow's campaign possible. Annual giving, major donors, and a case worth believing.
THIS IS YOU IF
you are between campaigns and your fundraising has lost momentum.
03 TRANSFORMATION
Campaign Counsel
Typical engagement: 1 to 3 years
Counsel from the first readiness question through the final celebration. We are in the room for the visits that decide the campaign.
THIS IS YOU IF
you know what you need to build, and you need to know whether it is fundable.
HOW THE WORK CONNECTS
Three services.
One continuous arc.
Strong boards make smart strategy possible. Smart strategy makes transformational campaigns achievable. Each service builds on the one before it, and all three can be engaged independently when the moment is right.
Board Development
Fundraising Strategy
Campaign Counsel
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Questions worth asking.
Do we need to start with board development before a campaign?
Not always, but often yes. It depends on where your board is. We will tell you honestly in our first conversation, and we will not sell you a service you do not need.
Can we hire you for just one service?
Absolutely. All three services are available as standalone engagements. Many clients begin with one and continue from there. On their timeline, not ours.
How do we know if we are ready for a campaign?
We have a process for figuring that out together: a readiness conversation that is honest, specific to your organization, and does not cost you anything. Sometimes the answer is not yet. We will tell you so, and we will tell you what to work on first.
What if we have never worked with a consultant before?
Most of our clients have not. The embedded approach actually makes it easier. We are not a vendor you have to manage. We show up, we learn your culture, and we work. You will forget we are not on staff.
"I had worked with consultants before, and I expected advice and a binder. Wendy embedded herself with our campaign committee instead. She is in every meeting, she knows our volunteers by name and by strength, and she prepares each of them for the specific conversation in front of them.
Then she goes with them. She sits in on the visits with our lead and major donors rather than sending our people in alone. Our volunteers are not fundraisers by trade, and knowing Wendy will be beside them is the reason many of them said yes to asking at all.”