Our Services

At TR Leadership, we help non-profit organizations grow their fundraising results, build long-term donor relationships, and work smarter with the help of AI. Whether you’re launching a campaign, cleaning up your CRM, or exploring AI tools to boost productivity — we offer practical, relationship-based solutions to move your mission forward.

Fund Development Strategy

• Annual Campaign Planning
• Capital Campaign Feasibility & Support
• Planned Giving Program Development
• Fundraising KPIs and Data Analysis
• Grant Writing Support & Custom GPTs

AI Productivity Workshops

• Live and Virtual Workshops for Non-Profit Teams
• Real-life Demos of AI Tools in Fundraising
• Custom Prompt Engineering Training
• Support for Writing Donor Letters, Grants, Reports, and More
• Resources Tailored to Fund Development Professionals

CRM Optimization

• Raiser’s Edge NXT Audits and Best Practices
• Constituent Codes & Action Tracking Clean-up
• Appeals and Campaign Structure Revisions
• CanadaHelps CRM Setup and Training
• Ongoing Support and Custom Training

Board & Staff Coaching

• Building a Culture of Philanthropy
• Clarifying Roles in Fund Development
• Board Giving and Engagement Strategies
• Staff Training on Storytelling & Stewardship
• Support for CFRE Certification Pathways

Custom Packages Available

We offer flexible pricing models, from project-based work to monthly retainers. If you’re unsure where to start, we can set up a quick discovery call to talk through your goals and recommend a path forward.

📧 Contact Randy at Randy.Klassen@TRLeadership.ca
🌐 Website: www.TRLeadership.ca