Fundraising Assessment & Action Plan

The Fundraising Assessment & Action Plan is designed to give us a complete picture of where your fundraising efforts stand today; what is working, where the most important gaps and opportunities exist, and what may be limiting stronger results. 

This assessment typically takes four to six weeks, depending on your team’s availability and the complexity of your fundraising operation. During that time, we will generally meet three to five times for structured working sessions. Each session follows a deliberate process: we gather specific information, work through questions with your team, and evaluate a different part of your current approach.

At the conclusion, you will receive a written report that goes beyond summarizing our conversations.  Our report will provide an objective analysis of your fundraising operation, identify the areas that need the most attention, and recommended steps to strengthen them.

This exercise ensures that the ongoing work begins with a clear understanding of your current position, agreed-upon priorities, practical goals, and a focused plan for moving forward. It also helps your organization identify what it is trying to accomplish, what it needs to achieve those goals, why those needs are important, and what success should ultimately look like. 

Gaby  is a relationship-driven fundraising strategist, connector, and advisor who has spent more than two decades helping visionary leaders, researchers, nonprofits, and mission-driven organizations secure support for transformative ideas.

Her work sits at the intersection of philanthropy, strategic partnerships, neuroscience, education, arts and culture, and emerging fields of human potential. Gaby is particularly recognized for her ability to cultivate authentic, high-trust relationships that lead to long-term philanthropic engagement and meaningful institutional growth.

Gaby has contributed to initiatives connected to higher education, neuroscience research, psychedelic-assisted therapy, arts institutions, and social impact ventures, including efforts related to the establishment of groundbreaking research and therapeutic programs at leading academic institutions.

As a coach and advisor, Gaby helps individuals and organizations become more confident, strategic, and effective fundraisers by teaching the relational and psychological foundations that underpin successful philanthropic engagement.  Her work empowers clients to communicate vision with clarity, cultivate meaningful networks, navigate high-level conversations with confidence, and build sustainable pathways for long-term support.

Known for her warmth, discretion, and ability to connect seemingly disparate worlds, Gaby brings both strategic insight and deep human understanding to every engagement.

During her recent tenure at Dell Medical School at The University of Texas at Austin, from 2021 and 2025, Gaby raised over $37M for neuroscience research, providing the funding that established The McGill Center for Psychedelic Research & Therapy. Gaby is also spearheading the first of its kind consciousness and intelligence symposium, and the first relational awakening study at The University of Texas at Austin.

Rather than treating fundraising as a standalone skill or a transactional function, Gaby works from a systems-level understanding of how capital, credibility, research, and relationships flow across institutions, donors, and emerging fields. This allows her to help leaders not only refine how they ask for support, but how they position their work within a broader landscape of influence and opportunity.

What sets Gaby apart is the combination of institutional-level fundraising experience with hands-on familiarity in niche, high-trust environments, particularly within neuroscience, mental health, psychedelic research, and adjacent wellness and consciousness spaces. She understands both the formal structures of major philanthropic and academic institutions and the informal networks where early momentum, credibility, and access are often formed. 

This dual perspective enables her to bridge worlds by helping emerging initiatives operate with the strategic sophistication of established organizations while staying grounded in authentic relationships and real-world alignment.

Gaby's work goes beyond teaching traditional fundraising tactics or helping clients prepare for individual asks. Her focus is on fundamentally shifting how leaders engage with relationships so that fundraising becomes a long-term, trust-based ecosystem rather than a series of repeated, transactional requests. Clients learn how to move from constantly “asking for support” to cultivating ongoing alignment with individuals who are genuinely invested in their mission over time.

The result is the development of a durable donor and supporter pipeline, one rooted in trust, clarity, and relational depth. Rather than short-term fundraising bursts, clients build a network of aligned relationships that continue to grow, deepen, and compound. Gaby helps leaders create the conditions where support becomes more organic and sustained, enabling them to focus less on chasing funding cycles and more on stewarding a community of committed long-term partners.

• Organizational overview and fundraising goals
• Current fundraising strategy, planning, and performance
• Leadership and internal fundraising team
• Board composition and engagement
• Donor base and relationship pipeline
• Donor stewardship, retention, and recognition
• Fundraising systems, CRM, data, and reporting practices
• Mailing lists, communications, and digital presence
• Case for support, impact story, and fundraising materials
• Revenue sources and funding mix
• Prospect identification and cultivation
• Grant readiness and institutional funding
• Events, campaigns, and other fundraising activities
• Fundraising compliance, gift policies, and risk management
• Internal capacity, budget, workflow, and operational constraints
• Opportunities, gaps, and priority recommendations
• Recommended action plan and potential HyphaMed engagement

To learn more about Gaby please click here.  Thank you and we look forward to the conversation ahead!