Sprint Into Fall With Your Fundraising Plan, Donor Pipeline, and Appeals Already Built
3 Months | 12 Coaching Sessions | 8 Focus Areas | Pete AI Access Included
Build My Fall Fundraising Plan
Runs July through September. Limited availability for organizations ready to implement.
It's October. The Fall Giving Push Has Already Started Without You.
→ The appeal letter that should have shipped last week is still in draft form.
→ The donor list you meant to segment is still a spreadsheet of names you don't fully recognize.
→ The major gift conversations you planned to have in September are still sitting on a list, waiting for the right moment.
→ Your inbox is full. Your calendar is full. Fall events are in motion.
And the busiest giving season of your year is now underway, whether your plan is ready or not.
This is the trap most Catholic fundraising programs fall into. Not because the team isn't capable.
It's because the team never made a window to step back, evaluate the program, and build the pieces in advance.
That window is summer.
The Summer Coaching Sprint gives your team a focused 90-day window to evaluate what is working, fix what is slowing you down, and build the fundraising pieces you need before fall arrives.
Walk Into the Fall Giving Season With the Pieces Already in Place
In three months, Petrus will help your team evaluate what is working, identify what is getting in the way, and take practical next steps in the areas that matter most.
Find the Bottlenecks
See where your fundraising program is getting stuck, from donor data to appeal timing to major gift follow-up.
Build the Plan
Clarify your goals, donor segments, annual fund calendar, stewardship rhythm, and next 90 days of fundraising activity.
Execute Faster With Pete
Use Pete AI to draft donor communications, prep major gift meetings, build templates, and reduce blank-page work between sessions.
This is not a course you watch on your own. It is a guided implementation sprint that combines coaching, Catholic fundraising strategy, Pete AI support, and a shared Sprint Playbook.
12 Weekly Coaching Sessions
Twelve 75-minute virtual coaching sessions over three months, focused on planning, donor strategy, major gifts, messaging, stewardship, campaign readiness, giving campaigns, and fundraising systems.
Pete AI Setup + Sprint Access
Start with a guided Pete AI onboarding session, then use Pete throughout the sprint to draft materials, prepare donor communications, and accelerate work between sessions.
Accountability Check-Ins
Short Loom updates between sessions help your coach see what is moving, where you are stuck, and what needs attention next.
Practical Fundraising Deliverables
You will build real fundraising assets as you go, including appeal drafts, stewardship pieces, donor segmentation, a major gift prospect list, campaign readiness materials, giving campaign copy, and a development dashboard.
Your Sprint Playbook
A shared working document built throughout the sprint that captures your goals, plans, donor strategy, messaging, calendars, templates, and next steps.
The Old Way
You enter the fall giving season with:
☒ A few appeal ideas, but no full calendar
☒ A donor list that has not been reviewed or segmented
☒ Major gift prospects you know you should call, but have not prioritized
☒ Stewardship that happens when there is time
☒ Giving campaign plans that get built too late
☒ A database that makes reporting harder than it should be
The Sprint Way
You enter the fall giving season with:
➔ Annual goals and monthly benchmarks
➔ A 12-month solicitation and stewardship calendar
➔ Top donors reviewed and segmented
➔ A major gift prospect pipeline
➔ Drafted donor communications
➔ A giving campaign plan
➔ A simple dashboard and accountability rhythm
The goal is not to talk about fundraising for three months. The goal is to build the pieces your organization will actually use.
Why This Sprint Works
Most fundraising support gives you either advice or tools. This sprint gives you both.
Step 1: Your Coach Helps You Make the Right Decisions
Each week, your Petrus coach helps you evaluate the next priority, sharpen the strategy, and make wise fundraising decisions for your organization.
Step 2: Pete Helps You Move Faster
Pete helps draft, organize, and refine the materials you need between sessions, including appeals, thank-you letters, meeting prep, impact stories, campaign language, and dashboards.
Step 3: Your Sprint Playbook Keeps It All Together
Everything gets captured in one shared working document so your team leaves with a practical fundraising playbook, not scattered notes.
You are not just learning what to do. You are building the actual plans, messages, systems, and habits your fundraising program needs.
This Is For You If:
- Your nonprofit already raises at least $100,000 per year
- You have an existing donor list or database
- You have past fundraising results to review
- Someone on your team is responsible for fundraising
- You are ready to make calls, schedule visits, improve communications, and clean up systems
- You want expert guidance without committing to long-term coaching right away
This Is Not For You If:
- You are starting from zero with no donor base
- Your organization has never communicated with its donor prospects
- You need basic fundraising training before implementation
- You are looking for someone to outsource fundraising for you
- Your team is not ready to take action between sessions
- If your nonprofit is still new to fundraising, you will get better results with BOAT:
This is not a beginner course. It is a focused coaching sprint for organizations that already have fundraising activity and want to make it stronger.
☑ Annual fundraising goal with monthly benchmarks
☑ One-page development dashboard
☑ 12-month solicitation calendar
☑ Top 50 donor review and donor segmentation
☑ Major gift prospect pipeline
☑ Major gift meeting talking points and follow-up process
☑ One-page case for support
☑ Three donor-ready impact stories
☑ 12-month stewardship calendar
☑ Monthly giving program concept, levels, and ask language
☑ Campaign readiness assessment and roadmap
☑ 90-day fall launch plan
☑ Giving campaign outline, goals, and draft copy
☑ Donor data audit and accountability rhythm
☑ Shared Sprint Playbook for continued use
This is the difference between “we should improve fundraising someday” and “we know exactly what to do next.”
Each focus area is designed to move your fundraising program from scattered activity to practical execution.
1. Goals & Planning
2. Fundraising Strategy
3. Major Gift Pipeline & Coaching
4. Case for Support & Impact Storytelling
5. Annual Fund Planning
6. Campaign Readiness
7. Fall Appeal & Giving Campaign
8. Data, Systems & Accountability
Pete Helps You Execute Between Sessions
Your coach helps you decide what needs to happen. Pete helps you draft, organize, and move faster.
Donor Communications
Draft thank-you letters, appeal emails, stewardship updates, lapsed donor messages, and giving campaign copy.
Major Gift Preparation
Create donor meeting briefs, talking points, proposal drafts, follow-up emails, and role-play scripts.
Case & Storytelling
Turn rough notes, testimonials, or ministry updates into donor-ready impact stories and case language.
Planning & Accountability
Build goal-setting frameworks, dashboards, monthly reports, stewardship calendars, and development check-in templates.
Pete does not replace the fundraiser. Pete helps the fundraiser move from “I need to write this someday” to “I have a strong first draft today.”
The sprint runs weekly for three months.
Each session is 75 minutes and focuses on a specific part of your fundraising program.
| Session | Focus |
|---|---|
| Pre-Sprint | Pete AI Onboarding |
| 1 | Kickoff + Goals & Planning |
| 2 | Fundraising Strategy & Annual Fund |
| 3 | Major Gift Coaching, Part 1 |
| 4 | Major Gift Coaching, Part 2 |
| 5 | Case for Support & Storytelling |
| 6 | Stewardship & Monthly Giving Program |
| 7 | Campaign Readiness, Part 1 |
| 8 | Campaign Readiness, Part 2 |
| 9 | Fall Launch & Giving Campaign Planning |
| 10 | Data, Systems & Accountability |
| 11 | Integration Review |
| 12 | Next 90-Day Strategy Session |
Each session is designed to produce decisions, deliverables, and action items your team can implement right away.
What It Would Take to Build This on Your Own
Without the sprint, your organization would need to separately figure out:
- Annual fundraising planning
- Donor segmentation
- Appeal writing
- Major gift strategy
- Donor meeting preparation
- Stewardship planning
- Monthly giving setup
- Campaign readiness
- Giving campaign planning
- Donor database cleanup
- Development reporting
- AI prompting for fundraising
That is a lot to build alone, especially when fundraising is only one part of your role.
The Summer Coaching Sprint brings it into one focused package:
Here is what each component would cost on its own:
→ Twelve 75-minute coaching sessions with a Petrus fundraising coach: $9,000
→ Major Gift Pipeline Build, including prospect identification, cultivation stages, talking points, and follow-up process: $4,999
→ Sprint Playbook template, built around your organization: $1,999
→ Pete AI Professional Access for the full sprint, $79/month: $237
Total Value: $16,235
Your Investment: $4,799, or three monthly payments of $1,600.
That cost is less than a third of the total value, delivered in one focused 90-day window before the fall giving season begins.
Bonus 1:
Early access to the Petrus Major Gifts Signature Course (worth $1,499)
40+ lessons on the entire major gifts process, from planning and calling donors to making the ask and recognizing your donors. Includes sample scripts and templates so you know exactly what to say in your major donor visits.
Bonus 2:
Year-End Giving Campaign Playbook (worth $599)
A step-by-step playbook for running a focused November and December giving campaign, including theme development, matching gift outreach, email sequences, social media copy, and a final week sprint plan. Includes the course "How to Raise Money with a Giving Day" to prepare for Giving Tuesday, and a complete sample campaign so you can see exactly how the pieces fit together before building your own.
Bonus 3:
Pete AI Fundraising Prompt Library (worth $299)
50+ ready-to-use Pete AI prompts for the entire fundraising cycle, from drafting appeals and thank-you letters to prepping for major gift meetings and turning rough notes into donor-ready impact stories. Includes prompts for stewardship, lapsed donor outreach, and giving campaign copy so you skip the blank-page step and move from idea to first draft in minutes.
Our Commitment to Practical Progress
This sprint is built around implementation. If you don't leave the sprint with a fall appeal, major gift pipeline, and 12-month calendar built, we'll keep working with you until you do, at no charge.
You will not be left with vague advice. You will know what your next steps are and what your team is building.
Want Support Beyond the Sprint?
At the end of the sprint, organizations that want continued support may choose to continue with monthly coaching and Pete AI access.
Ongoing support is available two 60-minute calls per month, and access to other training resources, for $1,200/month. This helps your organization continue implementing the plan built during the sprint.
There is no need to decide now. The sprint is designed to be a complete, focused summer implementation experience on its own.
Built by Catholic Fundraising Practitioners
Petrus Development helps Catholic organizations build sustainable fundraising programs rooted in mission, relationship, and faithful stewardship.
Our approach is not to replace your leadership or take fundraising out of your hands. We teach you how to build the habits, systems, language, and confidence to raise money for your mission.
The Summer Coaching Sprint brings that practical coaching approach into a focused 3-month format for Catholic nonprofits preparing for the year ahead.
"We doubled from $60k to $120k in our first year of coaching with Petrus."
~Dr. Daniel Meola, Co-founder and President, Life-Giving Wounds
Allie Livingston
Director of Development at Cowboy Catholic at McNeese State University
"The one on one coaching has made all the difference in our development program and has allowed our ministry to explode thanks to the additional donor support. In the year after starting major gift coaching we grew annual giving revenue 72%!"
Is this a course or coaching?
Who is this designed for?
Which types of organizations would be a good fit?
Do we need to be raising at least $100,000 per year?
When does the sprint run?
Do I need to know how to use AI already?
Can we continue after the sprint?
What if I have other questions?
Use This Summer to Build the Fundraising Year Ahead
By the time the fall giving season begins, your organization can have a clearer plan, stronger donor communications, a major gift pipeline, a giving campaign strategy, and the systems to keep it all moving.
The Summer Coaching Sprint is designed to help you build it before the busy season arrives.
START MY SUMMER SPRINTStill Have Questions?
To discuss the Summer Coaching Sprint with a Petrus team member, simply fill out the form below and we will be in touch soon to schedule a time for a conversation.
