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Assessments and Fundraising Planning

Have you or anyone in your organization ever said these words:
“Because that is how it’s always been done”

We want you to stop right there.

Just because it’s the way it’s been done doesn’t necessarily mean it's the best way to proceed. Perhaps your fundraising is stuck, and you are not truly moving the needle. 

This is a good time to evaluate your fundraising programs to grow sustainably and with intention.

During our assessment, we dive deep into your organization's current fundraising landscape pinpointing strengths and areas for improvement. We also take the time to understand your organization's overarching fundraising culture, values, and goals. Our approach is not just about numbers and metrics; it's about understanding the heart and soul of your organization's fundraising efforts.


Using the insights gathered during the assessment, we collaborate with your team to develop a customized and actionable annual fundraising plan. This plan isn't a one-size-fits-all template. It's a roadmap that takes into account your budgets, strategic plans, goals, and resources.


Once your plan launches, we provide ongoing coaching and support to ensure seamless implementation and continuous progress. We work hand-in-hand with your team, offering guidance, troubleshooting, and regular check-ins to keep your fundraising initiatives on track and adaptable to changing circumstances.

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