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Frequently Asked Questions

How does a Development Audit work?

  •  We analyze fundraising data for the past three to five years.  
  • The SWOT-type analysis addresses fundraising strengths, weaknesses, areas of opportunity, and threats to the future health of your program.  
  • You assist with data gathering and we provide both a written report and presentation to you and/or your board or fundraising volunteers..

Campaign Feasibility Study or Campaign Council

 

  • We review or for an additional fee will draft your case for support.  
  • We then share with and interview past and present donors, volunteers, and prospective donors.  
  • In the interviews we assess their sense of the value and import of the project and willingness to potentially make a gift and provide you with a report summarizing the results. 

Developing or Updating a Planned Giving Program

 

  • Estate planning can seem complicated. However, did you know that the vast majority of estate gifts are made through wills or beneficiary designations? 
  • We help you identify possible potential estate gift donors. 
  • We also assist you with developing messaging that can be used within existing or employed in new targeted marketing materials.


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