Diagnostic/Roadmap

Before you set off toward a destination, MAKE SURE YOU KNOW where you are.

Through my Fundraising Diagnostics, I’ll analyze your current fundraising efforts to make recommendations for high-return strategies to increase donations to your organization. In order to serve organizations of all sizes, I offer two types of diagnostics:

ADVANCED DIAGNOSTIC* – $2,100

You’ll receive a report and I’ll schedule a “findings call” with your board of directors or development committee to present the following vital information:

    • Giving trends to your organization over past 3 years and impacts on future giving
    • Evaluation of internal readiness for common fundraising strategies
    • Summary SWOT Analysis of your fundraising efforts (SWOT stands for Strengths, Weaknesses, Opportunities, and Threats)
    • Snapshot profile of your top donor prospects
  • Recommendations for steps to take to improve your fundraising results with immediate, 6-month and two-year time horizons

Methodology: in addition to the analysis provided in the Basic Diagnostic, I will dig deeper into your organization’s fundraising opportunities and the motivations of your donors by speaking directly with several of your donors and board members. I’ll conduct a series of 8 structured one-on-one interviews that include staff, board members and non-board donors.

*Recommended for organizations raising more than $25,000 per year and/or with giving histories of greater than 3 years.

BASIC DIAGNOSTIC** – $900

You’ll receive a report and slide deck with the following vital information:

    • Giving trends to your organization over past 3 years and impacts on future giving
    • Evaluation of internal readiness for common of fundraising strategies
  • Recommendations for steps to take to improve your fundraising results with immediate, 6-month and two-year time horizons

Methodology: analysis of your donation history by donor type and solicitation method, review of donor records and fundraising materials (letters, brochures, proposals, event collateral, etc.) and interview with the one or two individuals within your organization who are most responsible for fundraising about current strategies and practices.

**Recommended for organizations who are less than three years old and/or raising less than $25,000 per year.

Once we know where things stand with your fundraising, a Roadmap to Fundraising Success can help you chart your course for growth. Best of all, the plan gets everyone on the same page about fundraising with clear expectations for everyone to be involved. 

ROADMAP TO FUNDRAISING SUCCESS (annual fund development plan) – $900***

    • One-year plan including goals, objectives, tasks, deadlines, and persons accountable
    • Created in collaboration with the person most responsible for fundraising for your organization (executive director, board chair, development committee chair)
    • Single document to track and evaluate your fundraising efforts 
    • Includes your existing efforts and new strategies to increase your funds raised

***At this price, the Roadmap has a prerequisite of a fundraising diagnostic or a similar development audit conducted in the past two years to provide the groundwork information needed to put together a solid plan.