Assessment & Planning
Even the most experienced fundraising professionals understand that there is always room for improvement. You might want to improve your donor stewardship practices or enhance fundraising communications. You may want to better understand the role of technology in fundraising. Perhaps you know that your development program needs to be strengthened, but you aren’t sure you can identify the best way to accomplish your goals. We can help!
An assessment of your current fundraising policies, practices, and resources will reveal opportunities for improvement and growth of your development program. We can assess your development program and identify program strengths, as well as areas that may need improvement. We will work with you, your Board of Directors, and your donors to evaluate your fundraising program and practices. We will examine your current systems and procedures and provide you with recommendations for taking your development program to the next level.
Planning for Fundraising
We believe that creating a development plan is as important for annual fundraising as it is for a major gift initiative. An annual plan for fundraising is a great tool to keep your development program on track. An annual development plan should include strategies for securing support from diverse sources, describe donor engagement and stewardship plans, define the role of volunteers, have a plan for fundraising communications, and include any other priorities that are particular to your development program. The plan should include specific goals and objectives, a timeline, and a plan for evaluation.
Without a plan, how do you know where you are headed?
Creating a comprehensive campaign plan should be among the very first steps in the earliest phase of a capital campaign or other major fundraising project. The campaign plan will serve as a road map for how the campaign will be conducted and will be a valuable resource for staff and volunteers alike. In addition to outlining goals and strategies for fundraising, the plan should include gift acceptance policies and guidelines for donor-focused practices. A campaign budget, timeline, and the role of staff and volunteers are typically described in a comprehensive campaign plan.
Your plan should be tailored for your particular needs and we are prepared to help you create one that is the perfect fit for you. Contact us to learn more about how we can help you strengthen your fundraising program and practices.