A well-trained staff is your organization’s greatest asset. We will help your non-profit achieve its fundraising goals through our training and coaching services.
Excel fundraising classroom training

Our innovative ConsulTraining sessions provide expert consultations within a classroom setting. Our ConsulTrainers guide trainees through the process of creating a self-directed, customized fundraising plan for your organization. This format allows us to significantly reduce the consulting cost to your organization.

ConsulTrainers present course material in easy-to-understand, hands-on exercises allowing trainees to develop a fundraising plan as they learn new fundraising skills. This will ensure that the skills required for implementation are transferred to each trainee. The activities and exercises are designed to help you:

  • Define and plan your goals
  • Find fundraising methods that work
  • Leverage time and resources
  • Focus on accountable results
  • Achieve your goals and dreams
  • Fulfull your mission to your clients

Each ConsulTraining subject is covered in five intensive monthly classroom sessions. Trainees receive a Certificate of EXCELence and continuing education credits they can use towards professional accreditations.

Onsite Training

Excel consultants on-site trainingAn EXCEL ConsulTrainer brings the EXCEL curriculum to your offiice to custom train your staff exclusively. This option is ideal for organizations who want to address specific needs, accelerate the training period or train multiple staff in a cost-effective way. Our consultants will coordinate team feedback into a strategic plan for your organization.

excel consultants coaching clubExcel Web Consultraining

Excel consultants coaching and mentoring clubEXCEL’s Coaching Club enables you to get the most from your time outside the classroom. Unlimited access to our expertise is available via phone, email and our online forum. Get help with your fundraising day by day as you need it. In-person coaching for clients wanting additional support in fundraising is also available on request.

Excel Consultraining

Major Gifts are increasingly important to non-profits in raising more money than ever before for annual or one-time needs. This ConsulTraining is a must for any organization serious about increasing their fundraising, whether by $50,000 or $5-million.

Need more space, new equipment or an endowment? All non-profits consider at least one capital campaign in their lifetime. Are you ready? This ConsulTraining walks you through readying your organization, planning a campaign and implementing for success.


As the Baby Boomers prepare to pass on Trillions of dollars in wealth, secure your organization’s future by being the beneficiary of their generosity. Learn the personal, financial, tax, legal and estate-planning concepts that you need to know to be successful in securing bequests, life insurance, trusts, annuities and other gifts.

Excel Leadership

Leadership is critical to all successful fundraising efforts. Staff, board and volunteers all contribute to fundraising success. Learn the leadership skills necessary for personal and organizational success as you pursue your fundraising goals.

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