Development Assessments

Development assessments to unlock your potential

Unlocking the full potential of your nonprofit's advancement initiatives requires a meticulous examination of its current state. A development assessment delves into the nuances of your organization's funding structure, revenue streams, and overall strategy. By identifying areas for improvement and optimization, we pave the way for enhanced philanthropic success.

Unlock the full potential of your nonprofit's advancement today.

By identifying areas for improvement and optimization, we pave the way for enhanced philanthropic success.

Non-profit organizations sometimes hit a crossroads with their advancement programs. There can be the need for greater revenue, a question as to whether the advancement program is structured and funded appropriately and a general desire to reach the greatest mission impact possible through philanthropy. In these and other situations, an organization may benefit from a development assessment to ground itself and to set a strategy for philanthropic growth.

Holistic View

An in-depth analysis of fundraising dynamics, strategies, and organizational practices

A comprehensive report of findings and recommendations to build the advancement program

Strategic Recommendations

Final Report and Action Plan

A limited number of external interviews with board members and other key stakeholders

Advancement Staff Interviews

Individual conversations with advancement staff

One-on-one conversation with the CEO

CEO In-depth Interview

  • Whether the current organizational structure in advancement is optimal

  • If the program effectively addresses, annual giving, major and principal gift fundraising, planned giving, database management and constituent relations

  • If the board is effectively engaged in advancement

  • Whether the CEO is appropriately involved in fundraising

  • If staff or systems need to be enhanced

A Development Assessment Can Identify…

Drive transformational impact.

We’ll be with you every step of the way.

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Strategic and Campaign Consulting

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Board Development Consulting