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:

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.