Development Services

Development Resource Audits

• Evaluate an institution's case, prospects, volunteer leadership, programs, systems and procedures, and external communications.
• Identify strengths and weaknesses, and recommend activities to further the organization's short and long-term goals through annual, capital, and planned giving programs.
• Assess current staff and long-term staffing needs, help to define and write job descriptions, and work with search committees.

• Assess the readiness to launch a major fund-raising initiative.
• Articulate the case for support to be tested with pivotal leaders.
• Determine whether or not the target goal is realistic.
• Review the history of support for the organization.
• Evaluate the willingness of the community to support the campaign financially.
• Identify appropriate campaign volunteer leadership.
• Assess the potential for success.
• Determine the availability of effective communications.
• Prepare and present a comprehensive report that includes recommendations for the proposed fund-raising program.

• Produce a detailed plan that addresses volunteer structure, staffing, budgets, materials production and timelines for activities ranging from prospect identification and the case statement to special events.
• Define the organization's positioning within the fund-raising community.

Major Gifts: develop a major gifts program with or without a capital campaign, identify major individual prospects, develop cultivation and solicitation strategies to maximize their gifts.

Annual Giving: create special donor clubs and challenge programs, develop publications and letters, identify special events opportunities, and review internal procedures.

Capital Giving: goal setting, nucleus fund solicitation, special gifts, planned gifts, research and cultivation, solicitation training.

Membership: review current services and benefits, generate new ideas for member acquisition and renewal.

Planned Giving: provide an overview of popular planned giving instruments with strategies for their appropriate use.

Corporate and Foundation Relations: research and identify prospects; recommend cultivation and solicitation strategies; prepare and review grant proposals; review and develop corporate annual giving programs.

• Help to guide the identification of potential donors through the use of research and prospect review.

• Guide the preparation of proposals that will clearly articulate the case for support, further the institution's needs, and match the giving history and guidelines of targeted corporations, foundations, or individuals.

• Produce effective fund-raising materials that position the organization in the marketplace with the appropriate image and the right message, whether in videos, annual reports, case statements, or other broadcast and printed materials.

• Assess the board's strengths and weaknesses.
• Identify, cultivate, and enlist new board members.
• Educate board members and key volunteers about their role in the organization's fund-raising process.
• Conduct board retreats to help build consensus for action.
• Lead orientation and training sessions on campaign activity and solicitation techniques.
• Evolve "job descriptions" for key volunteers involved in fund-raising activities.

• Overview of services
• Marketing services
• Management Services

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