Fundraising systems + development operations

Fundraising works better when the system behind it works.

Giving Path Solutions helps nonprofit teams turn scattered donor data, reporting, stewardship, and CRM workflows into clear, usable systems.

Request a Discovery Call See How I Help

Donor data

Reporting

Stewardship

Follow-up

Development operations

One connected systemClearer fundraising

Salesforce + CRMReporting + DashboardsDonor PathwaysStewardshipDevelopment Operations

Where the friction shows up

Your fundraising problem may actually be a systems problem.

“We cannot trust our reports.”

Donor data exists, but leadership does not have consistent information it can use.

“Follow-up keeps falling through.”

Your team values stewardship, but the process depends on memory and spare time.

“Salesforce feels harder than it should.”

The CRM contains information, but its structure does not support the daily work.

“Everything depends on one person.”

Processes live in someone’s head instead of in a usable, documented system.

Ways we can work together

Support that meets your team where it is.

Start with a focused assessment, build a specific solution, or create an ongoing partnership.

01 / ASSESS

Find the friction.

For organizations that need to understand what is working, what is broken, and what should happen next.

CRM assessment
Reporting review
Workflow review
Recommendations
Implementation roadmap

02 / BUILD

Fix the system.

For teams that know where the problem is and need someone to build a practical solution.

Salesforce configuration
Dashboards and reports
Donor segmentation
Stewardship workflows
SOPs and campaign infrastructure

03 / PARTNER

Improve it together.

For organizations that need ongoing senior-level guidance without another full-time hire.

Strategic advising
System refinement
Fundraising operations
Reporting support
Staff support and implementation

Need something focused? Custom scopes are available for training, dashboards, campaign systems, and other practical builds.

The approach

A clearer path from problem to practice.

The goal is not another impressive plan that sits on a shelf. It is a system your team can understand, use, and sustain.

STEP 01

Listen

Understand the people, systems, capacity, and constraints.

STEP 02

Map

Find the friction, gaps, dependencies, and opportunities.

STEP 03

Build

Create something practical that supports the real work.

STEP 04

Embed

Document the process so the improvement lasts.

Built for daily use

Strategy becomes useful when your team can act on it.

Every engagement is designed around clear decisions, reliable follow-through, and tools that fit your organization’s actual capacity.

Information leaders can useReports and dashboards tied to real decisions.

Workflows staff can followClear steps, ownership, and documentation.

Donor pathways that connectThoughtful movement from engagement to stewardship.

Brett Hecksher, founder of Giving Path Solutions

About Brett Hecksher

Practical support for the work behind the fundraising.

My work sits at the intersection of fundraising strategy, donor communications, CRM process, reporting, and development operations.

I help nonprofit leaders move from scattered and reactive to structured and usable. That can mean rebuilding a dashboard, mapping a donor pathway, documenting a workflow, or helping a team decide what needs to happen next.

My approach is calm, direct, and implementation-minded. The goal is not more complexity. It is a system that supports both the mission and the people carrying it forward.

Fundraising StrategySalesforce + CRMReportingDevelopment Operations

Start with a conversation

Ready to make the work behind your fundraising easier?

Tell me what your team is trying to solve. We can determine whether an assessment, build, or ongoing partnership is the right next step.

Request a Discovery Call Email Brett

Disclaimer

Last updated: May 7, 2025

Welcome to Giving Path Solutions. We’re committed to providing thoughtful, high-quality consulting and strategy services for nonprofit organizations. That said, it’s important to clearly outline the scope of our work and set appropriate expectations.

By using our website or engaging in our services, you agree to the following disclaimers:

1. General Information

All information provided on this website is for general educational and informational purposes only. While we aim to provide accurate, up-to-date content, we cannot guarantee the completeness or accuracy of the material presented.

Consulting services are provided on an “as-is” basis. While we bring strategy, experience, and best practices, outcomes may vary depending on each organization’s structure, goals, and capacity.

2. Third-Party Tools and Platforms

We often provide guidance related to third-party platforms and tools, including Salesforce, Google Workspace, email marketing platforms, and CRM systems. However, Giving Path Solutions is not responsible for the functionality, reliability, performance, or policies of these third-party services.

Any technical or service-related issues with these platforms must be addressed directly with the provider.

3. Website Content

All content on this website, including blog posts, guides, and downloadable resources, is provided for informational purposes only. We may update, modify, or remove content without notice. We are not liable for any outdated information, typographical errors, or omissions.

4. Testimonials and Case Examples

Testimonials and examples reflect the experiences of past clients and are shared with permission. They do not guarantee specific results, as each organization’s context and implementation will differ.

5. Limitation of Liability

We strive to work collaboratively and in good faith with all clients. However, Giving Path Solutions shall not be held liable for any indirect, incidental, consequential, or punitive damages, including but not limited to data loss, missed revenue, or reputational harm.

Additionally, we cannot be held responsible for:

Delays due to third-party platform issues
Client-side implementation gaps
External events beyond our control, such as staff turnover or policy changes

6. Legal Compliance

We are not a legal or financial advisory service. While we can offer insight into nonprofit systems, development strategy, and operational workflows, clients are solely responsible for ensuring compliance with all applicable local, state, and federal regulations.

7. Contact Us

If you have questions about these disclaimers or need clarification, please email [email protected].

Thank you for trusting Giving Path Solutions to support your mission and operations. We’re honored to be part of your journey.

Terms of Service

Welcome to Giving Path Solutions! We’re honored to support your mission. These Terms and Conditions outline the expectations for working together. By hiring us or using this website, you agree to the following terms.

1. Services

Giving Path Solutions provides consulting services for nonprofit organizations, including but not limited to:

CRM setup and optimization, including Salesforce and related tools
Reporting and dashboard development
Strategic development operations support
Fundraising strategy and supporter engagement planning
Staff training and documentation, including SOPs, workflows, and internal guides

Services may be provided via one-time packages, retainer agreements, or custom project scopes.

2. Booking and Payments

To begin work, we require:

A signed contract or proposal agreement
A non-refundable deposit or initial payment, depending on scope

Payments are processed through digital invoicing and may be paid via bank transfer, credit card, or other accepted methods. Credit card transactions may be subject to processing fees.

Late or missed payments may result in a pause or cancellation of services.

3. Cancellations and Rescheduling

We ask for at least 30 days’ written notice for any cancellations.

Payments made prior to cancellation are non-refundable and are considered payment for services rendered up to the cancellation date. Clients are responsible for paying any outstanding invoices for completed work.

With advance notice, payments may be applied toward future work if rescheduling occurs within a reasonable timeframe. Cancellations without rescheduling are not eligible for refund or credit.

4. Client Responsibilities

To ensure a smooth and productive collaboration, clients agree to:

Provide a primary point of contact
Communicate regularly and in good faith
Share access to systems, data, and tools needed for the scope of work
Notify us promptly of any internal changes that may affect timelines, deliverables, or direction

Work cannot begin until a contract is signed.

5. Intellectual Property

All tools, templates, and materials created by Giving Path Solutions remain our intellectual property unless otherwise agreed upon.

Clients receive full rights to use the final deliverables for their internal operations. Unused drafts or strategy proposals remain the property of Giving Path Solutions.

We may feature completed work, anonymized or attributed as appropriate, on our website, in case studies, or on social platforms. We will always respect your privacy and mission.

6. Changes and Additional Services

If changes to the agreed-upon scope arise, we’ll confirm them in writing and either adjust the contract or bill additional time at our standard hourly rate.

We’ll always be transparent about added time, costs, or deliverables before proceeding.

7. Limitation of Liability

We are committed to delivering thoughtful, high-quality work. However, Giving Path Solutions is not responsible for delays, data loss, or disruptions caused by third-party platforms, service providers, or factors beyond our control, such as staff turnover, policy shifts, or outages.

In no event shall either party be liable to the other for indirect, incidental, or consequential damages, including but not limited to lost revenue or reputation.

8. Privacy and Confidentiality

We treat your information with care. During our work together, both parties may share confidential data such as fundraising records, donor lists, or internal processes. We agree to keep such information private unless otherwise permitted by the client or required by law.

With your consent, we may share outcomes, visuals, or testimonials that showcase our partnership.

9. Governing Law

These terms are governed by the laws of the State of New York.

10. Contact Us

Questions about these terms can be sent to [email protected].

Thank you for choosing Giving Path Solutions. We’re here to help you move your mission forward every day.

Privacy Policy

Last updated: May 7, 2025

Welcome to Giving Path Solutions. Your privacy matters to us. This policy outlines what information we collect, how we use it, and your rights as a visitor or client.

We believe in transparency, minimal data collection, and never using your information in ways that violate your trust.

What We Collect

When you contact us through this website via form, email, or scheduling link, we may collect the following information:

Your name
Your email address
Your organization’s name
Your role or title
What services you’re interested in
Any other details you choose to include in your message

That’s it. We only collect what we need to respond and communicate effectively.

How We Store Your Information

Your data is securely stored in tools we actively use to run our business, including:

Google Workspace
Trello or other internal project management tools
Website form processors, such as Google or Mailchimp
Salesforce

We do not share, sell, or rent your personal information to any third parties.

Cookies and Tracking

We do not use traditional cookies for personal tracking. However, we may use tools such as:

A Google Analytics tag
A Pinterest Pixel or similar traffic tracker

These tools help us understand general website activity, such as which pages are visited most, but do not collect personally identifiable information unless you submit a form directly.

Marketing and Emails

We don’t send email newsletters or mass marketing campaigns. You’ll only hear from us if:

You fill out a contact form
You schedule a call
You’re actively working with us on a project

We will never send spam or unsolicited emails.

Your Rights

You are in control of your data. At any time, you can:

Request a copy of the information we’ve collected
Ask us to update or delete your data
Withdraw consent for communication

To do so, send an email to [email protected] and we’ll handle it promptly.

Questions or Concerns?

If you have concerns about how your data is being handled, please email [email protected]. We’re committed to protecting your privacy and treating your information with care.