Development Assessment

The execution of a development assessment should be viewed as a critical period during which the organization’s volunteer and executive leadership develops a deeper understanding of their own commitment  to the organization and responsibilities for fundraising. The resulting report and recommendations will provide a common point of departure for launching a strategic development program.
Our Services:
  • analysis of internal records, systems and operations as well as management, marketing, communications and strategies.
  • interviews to bring to light distinguishing strengths, identify new prospects and connections, and further engage individuals in supporting the organization
  • benchmarking of peer organizations, providing a comparative analysis of development-related activities.
Deliverables include a summary report containing our findings, analysis and recommendations, and a presentation of the report to the board.

Development Plan

Based on the findings of our assessment and benchmarking, we will deliver a strategic development plan for  growth and sustainability, to serve as a road map for the organization’s staff and board.
Deliverables include a written plan with:
  • 3-year goals with development and marketing strategies for achieving them
  • planning goals for each contributor constituency (individuals, foundations, corporations)
  • methods of evaluation
  • major prospect, planned gift, and alumni/ae strategies
  • online and data management strategies to maximize annual giving
  • leverage special events, turning prospects into donors and board members
  • identified prospects, connections and next steps
  • roles and responsibilities for development staff and board committees
  • critical issues that may impact fundraising and a strategy to address them
  • implementation timeline, budget, and next steps
The plan and recommendations are presented to the Board of Directors and any other body critical to its successful implementation.

Learn how we can assist in driving your strategic agenda.

Learn About Our Services

Translate »