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The Excelevate Strategic Funding Tracker
A Strategic Fundraising Compass

Is Your Fundraising Spreadsheet holding you back?

You're an expert at building relationships and serving your community. But when it comes to tracking grants, reporting to your board, and analyzing your funding pipeline, does your data feel more like a burden than an asset? If you're tired of messy spreadsheets, manual calculations, and the nagging feeling that you're missing the strategic story in your numbers, there's a better way.

Stop Drowning in Data. Start Driving Your Mission.

For too long, small and growing nonprofits have been told to "be more data-driven" without being given the tools. My solutions are designed for you: the busy, high-impact leader who needs clarity, not more complexity.

solutions

Tier 1: The Tracker

$99

(One-Time)

Need a better system?

For the Confident

DIY-er

Delivers Clarity by visualizing the entire funding pipeline and providing board-ready numbers in one click.

Tier 2: The Toolkit

$149

(One-Time)

Need to work faster?

For the Efficient Fundraiser

Provides Leverage by including strategic planning templates to analyze and report in half the time.

Tier 3: The Guided Setup

$850

(One-Time)

Need it done for you?

For the Busy Leader

Ensures Peace of Mind with professional data import, making the system launch ready based on your records.

Tier 4: The Strategy Accelerator

$1,375

(One-Time)

Need a full strategy?

For the Strategic Leader

Offers Acceleration through expert analysis and collaborative development of a strategic action plan.

Annual Strategy Partnership

$2,999

(Yearly)

Need a partner on retainer?

For the Organization Seeking Embedded Strategic Capacity

Provides an Embedded Partner who turns your raw data into actionable analysis every quarter.

Excelevate Access Pass

Inquiry Based

Need a subsidized rate?

Emerging Leaders & Resource-Constrained Organizations

Offers Equitable Access to our Tier 1 and Tier 2 products at a significant discount, supporting your mission affordably.

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From Data Overload to Strategic Clarity

The Excelevate Strategic Funding Tracker is more than just a place to log your funding awards. It is a strategic engine designed to answer the three most critical questions every nonprofit leader faces:

1 / "Where do we stand right now?"

  • Instant Visibility: See your total funding secured, your progress toward annual goals, and your active pipeline value at a glance.

  • Actionable Alerts: Never miss a deadline again with automated flags for upcoming reports and pending applications.

  • Demo Tracker Included: Every purchase comes with a Sample/Demo Tracker pre-populated with data, allowing you to practice analysis and test features without touching your own information.

2 / "How healthy is our funding model?"

  • The "True Cost" Analysis: Instantly see your hidden financial obligations, including required cash matches and reimbursable grants that impact cash flow.

  • Flexibility Check: Visualize your mix of Restricted (project-tied) vs. Unrestricted (flexible) funding to ensure you can keep the lights on.

  • Funder Dependency: Identify if you are over-reliant on a single source before it becomes a crisis.

3 / "Where should we focus next?"

  • Efficiency Metrics: Stop chasing low-return opportunities. See your "Success Rate" by dollar amount to know which efforts actually pay off.

  • Pipeline Forecasting: Turn your "maybe" pile into a clear financial forecast.

  • Lifetime Insights: Look back at your entire history to spot long-term trends in growth, average award size, and partner retention.

Stop guessing. Start leading with data.

the details

Tier 1: The Strategic Funding Tracker ($99)

Who It's For: "The Confident DIY-er" who is comfortable in Excel and just wants a powerful, proven tool to get started immediately.

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What You Get:

  • The Strategic Funding Tracker (Excel file) with all 7 power packed tabs, including the Annual Dashboard, Lifetime Dashboard, Live Wins, Funding Tracker, Opportunity Pipeline, and Historical Awards Log.

  • The complete User Guide (PDF) with step-by-step instructions.

  • Demo Tracker with sample data.

Tier 2: The Toolkit ($149)

Who It's For: "The Efficient Fundraiser" who wants the Tracker and all the supporting strategic templates to help them analyze and report faster.

​

What You Get:

  • Everything in Tier 1

    • Strategic Tracker, User Guide, Demo Tracker​

PLUS:

  • ​The Strategic Toolkit (4-Pack)

    • Funder Prospecting & Alignment Checklist

    • Annual Funding Goal-Setting Worksheet

    • Data to Story Template

    • Strategic Funding Benchmarks Guide

Tier 3: The Guided Setup ($850)

Who It's For: "The Busy Leader" who has no time for setup and wants to start with a 100% clean dashboard.

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What You Get:

  • Everything in The Toolkit (Tier 2)

    • ​Strategic Funding Tracker, User Guide, Demo Tracker​

    • Strategic Toolkit (4-Pack)

PLUS:

  • 1-on-1 Kick-off Call: A 30-minute call to set your goals and customize the tracker.

  • "White Glove" Data Import Service: We will personally import up to 75 of your past funding records (or 7 years of data) for you, subject to Scope Limitations.

Tier 4: The Strategy Accelerator
($1,375)

Who It's For: "The Strategic Leader" who doesn't just want the tool set up—they want expert guidance on what the data means and how to use it to plan their future.

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What You Get:

  • Everything in The Guided Setup (Tier 3)

    • ​Strategic Funding Tracker, User Guide, Demo Tracker​

    • Strategic Toolkit (4-Pack)

    • 1:1 Kickoff Call

    • White Glove Data Import Service

PLUS:​

  • 90-Minute Data-Driven Strategy Session: After I populate your tracker, we'll analyze your new dashboards together and co-develop your 12-month strategic action plan.

  • Actionable Insights Summary: A concise  summary of the analysis and recommended next steps, delivered within 3 business days of the session.

Annual Strategy Partnership
($2,999)

Who It's For: "The Organization Needing Capacity" that wants a fractional funding and data expert on their team for ongoing accountability and high-level strategy.

​

What You Get:

  • Everything in the Strategy Accelerator Package (Tier 4) as your onboarding:

    • Strategic Funding Tracker, User Guide, Demo Tracker​

    • Strategic Toolkit (4-Pack)

    • 1:1 Kickoff Call

    • White Glove Data Import Service

    • 90-Minute Data-Driven Strategy Session with Insight Summary

PLUS:

  • Quarterly Strategy Sessions: One (1) 90-minute virtual strategy session per fiscal quarter (4 total) to analyze data, review trends, and set new quarterly goals.

  • Quarterly Portfolio Analysis Report: A brief Strategic Analysis Report delivered after each quarterly session.

  • "On-Call" Email Support for quick questions.

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Note: This service does NOT include ongoing data entry.

Book Now
The Excelevate Access Pass:
Our Commitment to Equity

As a Public Benefit LLC, Excelevate is committed to supporting the nonprofit ecosystem. This Pass provides subsidized access to our strategic tools for organizations operating with significant resource constraints.
 

Who It's For: Resource constrained organizations.

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What You Get:

A significantly subsidized rate for the Tracker or Toolkit.​

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Note on Selection: The Access Pass is offered at Excelevate's sole discretion based on mission and financial need, regardless of the order in which interest forms are received. We reserve the right to prioritize organizations where this support will provide the highest impact.

Interest Form

The Solutions You Need To Thrive 

Are you ready to shift from run of the mill to leader in your field?

Let's work together to silence the noise and uncover the best ideas tailored to your situation and capacity.

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