Fundraising Planning & Administration

An organization’s fund development efforts do not take place in a vacuum.

They are impacted by management practices, program policies and activities, community perceptions, and donor engagement. Unlike an organization’s staff and volunteers, outside counsel can provide an unbiased perspective on every aspect of fundraising practices, policies and personnel inside the organization as well as beliefs, perceptions and reputation in the community.

Our approach is simple: Identifying what you do well and what you can do better.

To accomplish this:

  • We perform an internal analysis that examines your organization’s internal processes and policies in the solicitation, acknowledgment and stewardship of gifts; the role and expectations of your executive, leadership team, development staff, board members and other volunteers; donor records and giving histories to determine trends in giving and donor retention; capital campaign plans; and fundraising marketing efforts through all written materials including newsletters, brochures, solicitation letters, annual report, proposals, and acknowledgments.
  • We engage community members in an external analysis of your fundraising efforts and gather additional information about and impressions of the organization, its staff and its volunteers.
  • Using data available from community sources, we determine your organization’s most likely fundraising competitors.
AFP International Conference 2011

Cassandra George Ramos with Christine Corbett at the AFP International Conference 2011, Chicago, IL

We understand the day-to-day demands.

Because we have worked “in the trenches,” we are grounded in the day-to-day challenges of fundraising. Our consultants understand the time and financial pressures brought to bear on the fund development function of organizations and endeavor to temper the “gold standard” best practices of our profession with the reality of your organization’s capacity to expand and improve its fund development programs.

Let’s talk about how we can help you. Call us at 585-820-8438 or send us a message through our website.