Development Assessment & Plan

A Development Assessment and Plan begins with an in-depth review of an organization’s fundraising program to understand its status, donor constituency available for fundraising requirements and the leadership and staff necessary to complete its goals. Once completed and recommendations for improvement are made, the organization is prepared to implement its comprehensive development plan to maximize giving at all levels.

  • Gather information through documents and interviews
  • Share insights
  • Analyze fundraising efforts over several years
  • Study patterns and depth in your donor constituency
  • Look at the resources available to implement a successful plan that includes leadership and skilled staffing models

We offers Development Assessment and Plans for established fund development programs. If your organization is new to professional development, ask us about our Starter Development Plans.

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