© 2016-18 Stepstone Strategic. All rights reserved. 




Stepstone Strategic offers depth of experience, understanding, and forward thinking in the mission and lives of not-for-profit organizations.


Each of our three principals has more than 35 years of experience in advising presidents and CEOs; developing major gifts strategies; planning and advising capital campaigns that have generated more than $1 billion in total; evaluating and strengthening fundraising operations and communications plans; identifying specialists who are adept at fine tuning events and other strategies that draw donors closer to organizations; and entrepreneurial approaches to meeting missions.  Our client services reflect our collective experience.  From our beginning in the Wake Forest Innovation Quarter, we are inspired by the creativity and imagination that drive new ways of approaching challenges.


We understand the complex challenges faced by not-for-profit presidents, CEOs and their boards, and our experience can contribute to strategy and decisions.


We enjoy helping not-for-profit organizations build their governing boards, which we believe to be the foundation for meeting successfully the missions and goals of those whom we serve.


We appreciate the budgets of non-for-profits, and we do not seek to be your “forever consultants.”  We believe that most organizations have specific challenges that we can evaluate and address in a thoughtfully assessed and wisely planned way—supporting without supplanting staff, and creating new ways of addressing challenges.


We believe that organizational advancement is a process, rather than an event.  In that process, the wisest steps lead to great accomplishments.  We can be your organization’s stepstones.  


The accomplishments are yours alone.



fundraising counsel to chief executive officers and board leaders of not-for-profits 


Board Development

We believe that the foundation for fundraising success is built by a strong, committed governing board.  To help your organization put in place and sustain this critical stepstone, we offer these services.


  • Analyze board composition and identify needs

  • Develop strategies for new board member engagement and recruitment

  • Develop new board member orientation plans

  • Identify and recruit engaged new board members and volunteer leaders

  • Coach boards on institutional advancement



Every interaction with a donor or prospective donor is a unique opportunity for your organization to demonstrate its value.  Stepstone Strategic is committed to a donor-centric fundraising approach that relies on informed, consistent interactions that reinforce your organization’s value.  We bring significant experience to these fundraising services.


  • Evaluate development plans and activities

  • Develop plans for growing your donor base

  • Initiate plans for donor interactions

  • Create strategies for reaching interim and ultimate goals

  • Provide campaign services, including pre-campaign research and analysis; feasibility studies; case for support; goal-setting, for donors and amounts; campaign structure; direction for cultivation of major donors; campaign marketing materials.

  • Meet with development staff members as mentors


Communications and Stewardship

Often, a donor’s first impression of your organization comes from a publication, a post, or an event.  The quality of your communications impacts—directly and subtly—what constituents think about your value.  Like a pearl, reputation is built by accretion, and our communications and stewardship services can help you capture and sustain the positive attention of donors.


  • Assess communications strengths and needs

  • Develop integrated marketing/communications plans

  • Create group and individual stewardship plans

  • Foster stronger grantsmanship and grant-writing

  • Generate creativity in cultivation techniques



Other Services

In addition to what our principals offer, we also partner with excellent professionals and firms to assist with data analysis, annual funds, special demographic groups, events, general organizational marketing materials, membership programs, and website and social media development.  When we work with clients in a major engagement, we also offer photography and videography.



Each member of our firm has more than 35 years of experience in not-for-profit fundraising and communication, including work in education, arts and culture, social services, historic preservation, and civic organizations.  We approach each project as a new experience and seek creative solutions that are right for a particular need, rather than relying on “one-size-fits-all” advice.  Our recommendations draw on a depth and breadth of experience, tailored to each unique environment.​



Bill Porter                




Sandra Boyette




J. D. Wilson








Please let us know how we can help your organization. We look forward to working with you and your colleagues.


Sandra Boyette      sandra@stepstonestrategic.com

Bill Porter                 bill@stepstonestrategic.com


J. D. Wilson              jd@stepstonestrategic.com

Mailing address:               

Stepstone Strategic

4820 Bethania Station Rd., Suite 101

Winston-Salem, NC  27105