Fundraising Effectiveness Assessment
Let's unlock sustainable fundraising success for your organization
Some of the amazing organizations I’ve had the privilege of training
Achieving sustainable fundraising success is like building a sturdy bridge – it requires a solid foundation, the right tools, and a clear roadmap. Our Fundraising Effectiveness Assessment is your ticket to unlocking that success. Here's the thing: We're here to help you identify what your organization is nailing and where there's room for growth. Picture it as a treasure map leading you to fundraising success.
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Our meticulous and strategic approach
First, we'll roll up our sleeves and deep-dive into your fundraising data and trends through a self-assessment survey. We're talking about scrutinizing three crucial areas: your fundraising infrastructure (the nuts and bolts of your fundraising engine – think systems, policies, practices), donor giving behaviors (what makes your donors tick), and stewardship (how you nurture and retain those vital relationships).
We'll take a deep dive into your fundraising events, direct response campaigns, and monthly, middle, major, and legacy donor programs – comparing them to national averages and best practices. Are they hitting the mark, exceeding the national average or is there room for improvement? What's missing from your fundraising strategy and plan? We'll let you know.
But that's not all! We'll also have hush-hush, confidential chats with 25 to 30 key players in your organization. We're talking staff, past and present board members, top donors, dedicated volunteers, foundation and corporate supporters, as well as your affiliate partners. Their insights are like puzzle pieces, and we'll assemble them into a clear picture.
What's in it for you?
A comprehensive report that not only breaks down the feedback and insights but also synthesizes them into clear themes. It's like having your fundraising blueprint served up on a silver platter.
And for the cherry on top, we'll give you a menu of key strategies to supercharge your fundraising efforts. Think of it as a tailor-made action plan for success. Plus, we'll recommend dashboard measurements, so you can keep track of your fundraising effectiveness effortlessly.
“We brought Tammy in for her 2-Day Intentional Fundraising Plan Intensive. I was overwhelmed and overjoyed with the results. Tammy delivered!”
— Marie Joseph, Executive Director, Legacy of Life Foundation, Pennsylvania
Your life before conducting a fundraising effectiveness assessment
Stagnant Fundraising Results: You often find yourself stuck with stagnant or declining fundraising results. You may be struggling to attract new donors or retain existing ones.
Lack of Clear Fundraising Strategy: Without a well-defined fundraising strategy, you feel like you're navigating a maze blindfolded. You may lack a roadmap for achieving your fundraising goals.
Inefficient Fundraising Infrastructure: An outdated or inefficient fundraising infrastructure can hamper efforts. You may be struggling with outdated technology, inadequate data management, or ineffective donor communication systems.
Donor Engagement Challenges: Maintaining meaningful relationships with donors is crucial, but you may be facing challenges in engaging donors effectively or in providing adequate stewardship.
Limited Event Impact: Fundraising events might not be delivering the desired results. You may be having trouble maximizing the potential of your events and aligning them with best practices. You may also be challenged by hosting too many events with low return on investment.
Board and Staff Alignment: Misalignment between your board members and staff regarding fundraising goals and strategies can create obstacles. This misalignment may hinder your organization's ability to fundraise effectively. Likwise, lack of board engagement in donor development and overall fundraising may be hampering your success.
Insufficient Resources: You may be struggling with limited financial and human resources. You may lack the capacity to dedicate enough time and effort to key fundraising activities.
Conducting a Fundraising Effectiveness Assessment, will equip you to address these challenges and lay the vital groundwork for achieving fundraising success. Our assessment will provide you with insights and recommendations to overcome these issues and optimize your fundraising results.
Your life after conducting a fundraising effectiveness assessment.
Clear Fundraising Roadmap: Our Fundraising Effectiveness Assessment will provide you with a clear roadmap for success. It outlines specific strategies and recommendations to enhance fundraising efforts, ensuring a more organized and focused approach.
Improved Fundraising Results: By identifying areas for improvement and implementing recommended strategies, you can experience a significant boost in fundraising results. This might include increased donations, higher donor retention rates, and enhanced donor engagement.
Optimized Fundraising Events: You can maximize the impact of your fundraising events by aligning them with national best practices and addressing any issues identified during the assessment. Data insights will equip you to retire or reimagine low-performing fundraising events. Together we can develop a more successful and profitable events strategy.
Enhanced Donor Relationships: The assessment often includes recommendations for improving donor stewardship and engagement. As a result, you can build stronger and more meaningful relationships with your supporters, leading to increased trust, loyalty and giving.
Increased Efficiency: You can streamline your fundraising infrastructure and processes based on assessment findings. This can result in improved operational efficiency, reduced costs, and more effective resource allocation.
Board and Staff Alignment: The assessment can help align board members and staff around common fundraising goals and strategies. This alignment fosters better teamwork and collaboration, ultimately benefiting fundraising efforts.
Data-Driven Decision Making: You'll gain access to valuable data and insights through the assessment. This data can inform future fundraising decisions, allowing organizations to make informed choices and adapt to changing donor behaviors and preferences.
In essence, our Fundraising Effectiveness Assessment will equip and empower you to not only address existing challenges but also unlock your full fundraising potential, leading to increased impact and sustainability in your mission-driven work.
How we do it
Deep Dive Assessment: We kick things off with an in-depth series or self-assessment surveys, examining your fundraising infrastructure, donor behavior, and stewardship practices. It's like peeking under the hood to fine-tune your engine.
Confidential Insights: We have intimate, confidential chats with key players—staff, past and present board members, top donors, volunteers, families, and affiliate partners. Their insights are invaluable puzzle pieces. We'll report these insights to you in recurring themes, unattributed to any specific person.
Clear Roadmap: You'll receive a comprehensive findings report that deciphers feedback and identifies consistent themes, providing you with a crystal-clear roadmap to fundraising victory.
Elevate Your Fundraising Channels: We'll analyze your fundraising events, direct response campaigns, monthly– middle- major- and legacy giving programs against national averages and best practices and offer recommendations for enhancement.
Customized Strategies: You'll get a tailor-made action plan to supercharge your fundraising efforts, along with dashboard measurements for easy tracking.
Ready to unlock your full fundraising potential?
Our Fundraising Effectiveness Assessment is your compass, treasure map, and secret sauce for fundraising excellence. Ready to unlock your organization's full fundraising potential? Let's get started with a free consultation!
Hey, there! I’m Tammy Zonker.
I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast.
I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certified AFP Master Trainer and international speaker.
I’ve led and trained thousands of nonprofit social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M.
I have served as adjunct faculty at Indiana University and technical editor for Wiley Publishing’s “Fundraising for Dummies” third edition.
I currently serve as Dean at the Institute for Charitable Giving, a member of the AFP International Conference Education Committee, a member of the Nonprofit Quarterly’s Editorial Advisory Board, a contributing writer to NonProfit PRO, and an advisor at Capital Campaign Pro.
I would love to learn more about the amazing work you do and explore how we can work together to take your fundraising to the next, next level.
