You may not be sure if you are ready for a capital campaign, or if you have the staff, resources, and budget available to undertake an effort of such magnitude. Our planning studies always delve into and assess whether you have the resources currently available to take on a campaign and will make recommendations if additional resources are necessary. If you need a closer or more specific look at the annual fund, communications, alumni affairs, planned giving, major gifts, etc., we can provide an in-depth assessment of those functions. By analyzing data and work product, interviewing stakeholders, and conducting peer analyses, we will provide an assessment and — most importantly — recommendations for strengthening the development function to better support a stronger culture of philanthropy for your institution. Using best practices in fundraising, your unique history of fundraising and institutional maturity, combined with decades of hands-on experience, we will provide a tailored plan for strengthening your development office. 

Assessment Focus Areas 

• Annual Fund

• Alumni Affairs

• Campaign Readiness

• Communications

• Major Gifts

• Parent Relations

• Stewardship