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Excelevate PB LLC
Stop drowning in data. Turn your grant and funding records into a strategic roadmap.

insights
You Should Know This
I'll keep you informed with the latest and greatest about how to do good better.


The Active Pipeline Dilemma: Solving Grant Tracking Chaos and Fragmented Workflows
Is your funding records system trapped between a monster spreadsheet and a messy digital shoebox of inbox drafts and sticky notes? When records fall out of sync, qualified opportunities get lost in the shuffle. Discover how to solve grant pipeline chaos through clean operational design. Learn why separating your permanent repository from your active daily queue protects staff capacity, eliminates administrative friction, and keeps your organization focused on revenue momentum


You're Spending 90% of Your Time Chasing 10% of Your Revenue
Is your nonprofit development team exhausted from chasing cold leads while revenue stays flat? Discover why 70-80% of your funding comes from your top funders and how to transition from a hunting to a gardening mindset. Learn how to identify your organization's unique "Success Formulas" by matching historical funding sources to project types, and get a free Funder Prospecting Checklist to focus your capacity on relationships that drive sustainable growth.


Stop Planning, Start Pivoting: The Low-Hanging Fruit of Fundraising Strategy
Stop letting complex strategic plans sit in a drawer while you struggle with cash flow. Discover how to shift from exhaustive strategic overhauls to active, real-time pivots. Learn the difference between a Defensive posture (protecting your funding base) and an Offensive posture (scaling your fundraising successes). Uncover the low-hanging fruit of fund development and build long-term financial resilience for your nonprofit using small, high-impact capacity adjustments.


"I had no idea": 3 'Aha' Moments from the Strategic Funding Tracker Beta Test
I knew this tool would organize pipelines, but I didn't anticipate the strategic clarity it would unlock. Here are 3 "Aha!" moments from our Strategic Funding Tracker beta cohort.


Must Reads - Unicorns Unite
Unicorns Unite by Jassamyn Shams-Lau, Jane Leu, Vu Le "Take risks. Faster.” –p. 43 Colorful and playful cover of "Unicorns Unite," showcasing a whimsical design with unicorns and vibrant colors, offering insights into building strong nonprofit partnerships by Jessamyn Shams-Lau, Jane Leu, and Vu Le. Unicorns Unite: Harnessing Courage, Respect for Our Capacity & Differences, and Thinking Outside the Box to Tackle Partnership Challenges in the Nonprofit Sector. First, Know This


Why Your Fundraising Report Misses the Target (And How to Hit It Every Time)
Stop reporting activity and start telling a data-story that inspires your board to action. See the difference between a list and an insight.


Want to Diversify Your Funding? Stop Guessing.
You can't diversify if you don't know your funder dependency. Learn the critical analysis step that must come before prospecting. Free checklist inside!


Lessons Learned
Learn 2 non-negotiable strategic lessons from 2025 on system building, and mature movement action to prepare for 2026.


You Don't Have a "Data Problem." You Have a "Clarity Problem."
Your scattered funding data is a clarity problem, not a character flaw. Announcing the beta test for the Strategic Funding Tracker, designed to fix this.


Must Reads - Emergent Strategy
A consultant's take on Emergent Strategy. It's not just a theory—it's an empowering toolkit for nonprofit and public sector leaders to move beyond rigid plans and adapt to change.


Must Reads - The Price of Humanity
Author Amy Schiller is a rebel. Her book, "The Price of Humanity," confronts the core beliefs of the nonprofit sector, challenging everyone from frontline staff to individual donors. This review breaks down why this intense, studied, and vital book gets my nod and is not merely an academic exercise, but a practical tool for transformation.


Lessons Learned
Last year's dose of brilliance "By three methods we may learn wisdom: First, by reflection, which Is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.” – Confucius Table of Contents 1. Overview 2. Alternative Governance Models 3. Systems Thinking 4. Returning to Philanthropy's Roots 5. What's Next Key Takeaways Governance is leadership at scale and can provide a framework for downstream values-based planning,
The Solutions You Need To Thrive
Are you ready to shift from run of the mill to leader in your field?
Reach out to see how I can help you gain the capacity and confidence to thrive.
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