We Assess and Strategize
Fund Development Plan: We have experience creating Fund Development Plans for our clients. This is a critical tool which provides a detailed roadmap for any agency interested in growing and diversifying its revenue streams. We will work closely with you and your Board to get a comprehensive picture of your fundraising history and current status, as well as your operating, programmatic and capital goals. Based on this information, we will deliver a plan which may include revenue goals by source and year; development staffing and budget recommendations; and strategies, tactics, timeframes and responsible parties - key elements necessary to help ensure your organization's future sustainability.
Fundraising Assessment: Either integrated with or independent of a Fund Development Planning process, we can conduct a formal assessment of your organization's fundraising capabilities. This can be all of your development infrastructure or just one component, such as grantsmanship, individual donor solicitation & retention, or Board fundraising.
Appeals & Other Individual Giving Strategy: According to GivingUSA, donations from individuals comprised 80% of private giving to nonprofits in 2015. Online giving is growing by double-digit percentages year after year. From development of a compelling case for support to creation of a cost-effective appeal to implementation of a monthly giving ("sustainer") program or peer-to-peer campaign, we can help you capitalize upon these trends and bolster unrestricted revenue generated from individuals.
Feasibility Study: Before launching that multi-year, multi-million dollar capital campaign, consider conducting a feasibility study to determine how likely your organization will be successful achieving the campaign's revenue goal. We will work with you to craft a Statement of Intention and Gift Table then get to work conducting interviews with key partners, funders and other stakeholders to better understand perceptions of your agency, the building project and the appetite to support such a campaign. We then will create a detailed report of our findings and recommendations. If it looks like a "go," we'll even help craft the critical campaign case statement!
CRM Research & Vetting: Constituent Relationship Management (CRM) databases are like donor databases but a whole lot more comprehensive and powerful. CRMs take into account the fact that your organization has many different constituents - donors, clients, volunteers, alumni and more - and that each constituent may play more than role with your agency. CRMs enable a nonprofit to track all these constituents in an integrated way, and provides staff critical information to inform decisions - whether it's which donors gave last year but not this year, to what proportion of targeted clients completed a program, to which funders are due an acknowledgment letter and thank you call from a Board member. There are many CRMs on the market. We will research those that are the best fit for your organization's needs, size and budget. We will liaise with the product vendors, set up demos, and generate a detailed report of our top pics. We make it easy for you to choose the product that is just right for your agency now and for where you want to go.
Fundraising Assessment: Either integrated with or independent of a Fund Development Planning process, we can conduct a formal assessment of your organization's fundraising capabilities. This can be all of your development infrastructure or just one component, such as grantsmanship, individual donor solicitation & retention, or Board fundraising.
Appeals & Other Individual Giving Strategy: According to GivingUSA, donations from individuals comprised 80% of private giving to nonprofits in 2015. Online giving is growing by double-digit percentages year after year. From development of a compelling case for support to creation of a cost-effective appeal to implementation of a monthly giving ("sustainer") program or peer-to-peer campaign, we can help you capitalize upon these trends and bolster unrestricted revenue generated from individuals.
Feasibility Study: Before launching that multi-year, multi-million dollar capital campaign, consider conducting a feasibility study to determine how likely your organization will be successful achieving the campaign's revenue goal. We will work with you to craft a Statement of Intention and Gift Table then get to work conducting interviews with key partners, funders and other stakeholders to better understand perceptions of your agency, the building project and the appetite to support such a campaign. We then will create a detailed report of our findings and recommendations. If it looks like a "go," we'll even help craft the critical campaign case statement!
CRM Research & Vetting: Constituent Relationship Management (CRM) databases are like donor databases but a whole lot more comprehensive and powerful. CRMs take into account the fact that your organization has many different constituents - donors, clients, volunteers, alumni and more - and that each constituent may play more than role with your agency. CRMs enable a nonprofit to track all these constituents in an integrated way, and provides staff critical information to inform decisions - whether it's which donors gave last year but not this year, to what proportion of targeted clients completed a program, to which funders are due an acknowledgment letter and thank you call from a Board member. There are many CRMs on the market. We will research those that are the best fit for your organization's needs, size and budget. We will liaise with the product vendors, set up demos, and generate a detailed report of our top pics. We make it easy for you to choose the product that is just right for your agency now and for where you want to go.