Assessment & Planning
Development AssessmentsEven the most experienced fundraising professionals understand there is always room for improvement. You might want to improve your donor stewardship practices or enhance fundraising communications. You may want to understand the role of technology in fundraising better.
Perhaps you know your development program needs to be strengthened but 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, identify program strengths and areas that may need improvement. We will work with you, your Board of Directors and donors to evaluate your fundraising program and practices. We examine your current systems and procedures to provide you with recommendations for taking your development program to the next level.
Planning for FundraisingCreating a development plan is as essential for annual fundraising as it is for a major gift initiative. A yearly fundraising plan is a great tool to keep your development program on track. An annual development plan should include strategies for securing support from diverse sources, donor engagement, stewardship plans, define the role of volunteers, have a plan for fundraising communications, and include other priorities particular to your development program.
Without a plan, how do you know where you are headed? Creating a comprehensive campaign plan should be among the 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 a valuable resource for staff and volunteers.
The plan should include specific goals, objectives, timelines, and plans for evaluation. In addition to outlining goals and fundraising strategies, the plan should consist of gift acceptance policies and guidelines for donor-focused practices. A campaign budget, timeline, and staff and volunteers’ roles are typically described in a comprehensive campaign plan.
Your plan should be tailored to your particular needs. 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.