Development Assessment

The conduct 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 its own commitment and responsibilities to the organization and 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 both growth and sustainability, to serve as a road map for the organization’s staff and board.
Deliverables include a written plan with:
Goals:
  • 3-year goals with development and marketing strategies for achieving them
  • planning goals for each contributor constituency (individuals, foundations, corporations)
  • methods of evaluation
Prospects:
  • 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
Implementation:
  • 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.

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