An honest, data-driven look at where your fundraising program stands today and where the growth is hiding. We review your donor file, revenue history, team, systems, and board engagement, then hand you a written plan you can act on immediately, whether or not you keep working with us.
- Timeline
- 30 days
- Investment
- From $7,500 flat
- Ideal for
- $1M–$25M budgets
What you receive
- Donor file analysis: retention, upgrades, lapsed donors
- Revenue mix and five-year trend review
- Interviews with ED, development staff, and board members
- CRM and gift-processing review
- Top-50 major-donor prospect list
- Benchmarks against peer faith-based nonprofits
- Prioritized 12-month development plan
- Board presentation of findings
The Assessment fee is credited toward your first month if you begin a Fractional Director engagement within 60 days.