Fundraising Planning
Below are the fundraising planning services we provide:
Strategic Planning
Recommend areas of risk and opportunity for fundraising organizations based on fundraising history and donor data.
Make recommendations and/or draft change management.
Campaign Planning
Provide preliminary campaign feasibility assessment based on fundraising data.
Recommend campaign donor & prospect pyramid.
Development of new fundraising program or function
Provide a blueprint and draft budget to launch a prospect research team.
Provide a blueprint and draft budget to launch a development operations team.
Develop recommendations and draft blueprint to launch a new fundraising program such as an Annual Fund or Major Gifts Society.
Develop and/or refresh major gift portfolio business process.
Technology Services
Provide business analysis for your fundraising technology including your Constituent Relationship Management System (CRM).
Recommend configurations and business processes for technology transformations and migrations, especially using the agile methodology.
Make recommendations for business process improvement within an existing system.