Assessment and Strategy

Assessment and Strategy Recommendations

The assessment helps you understand whether your current development programs are achieving all they could achieve, and whether they represent the best overall strategy for your fundraising. This service also helps you understand the resources and commitment that will be needed for programs in the planning stages or ones that may be recommended . Recommendations for new or revised strategies build on your organization’s strengths – taking into account your staffing resources, your history, and the potential of your supporters and prospects to give more – over the short- and long-term.

Insights posts related to Assessment and Strategy:

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Capital Campaign, Planned Giving, Strategy, Understanding Donors
Family Influence on Major Gifts Part 2
Capital Campaign, Planned Giving, Strategy, Understanding Donors

Yes, the conversation about a major gift can get more complicated if family members are included. But if the donor wants to include them, it’s much better to do so than have the gift crash and burn later due to important voices not being heard.

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Capital Campaign, Planned Giving, Strategy, Understanding Donors
Understanding Donors, Capital Campaign, Planned Giving, Strategy
Family Member Influence in Major Gift Decisions
Understanding Donors, Capital Campaign, Planned Giving, Strategy

How can we understand whether and how the donor's family is important to our work with the donor? How do we respect the donor's privacy while exploring ways to include family members in the gift discussion that might make the gift more meaningful? Or in ways that might enable the gift to happen at all?

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Understanding Donors, Capital Campaign, Planned Giving, Strategy
 

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