Development Office Assessments for Better Revenue

Development assessments involve a comprehensive review of the operations, strategies, and ultimate effectiveness of an institutional advancement office. Professionally organized, fundraising functions should work together dynamically and feed each other. Too often they become siloed. We constantly hear from board members who want to understand if investment in a fundraising budget is generating an expected, healthy return. Development offices generate a lot of activity but sometimes without tangible outcomes aimed at revenue.

We are happy to assess and evaluate staffing, organizational structure, operating practices, and revenue performance. We can furnish a professional opinion about functioning. Our team members have broad experience. We can evaluate your situation and report candidly. We assess, report, and build curative plans. We help make implementation plans stick.

We can help with:

• Evaluating a development office’s structure, function, and revenue efficiency
• Establishing the discipline of “moves management” to produce more gifts asks
• Providing the board of directors guidance, assessments, reports, and retreats.