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.