Fundraising Assessments

Susan Kahan preparing a fundraising assessment on a computer

Do you and your staff work hard, yet for some reason - that you just can’t seem to figure out why - you are not reaching your fundraising goals?

Rather than guessing or reacting to symptoms, an assessment unearths what is actually happening at your fundraising program, outlines leadership alignment, explains the donor experience, and ensures internal capacity.

It helps identify what is going right, where there are opportunities for improvement, and actionable recommendations for how to improve through a changing economic and philanthropic landscape so you can strategically allocate resources moving forward.

Together, let's unleash the full potential of your nonprofit and create lasting positive change in the world!

  • So what’s this going to cost me? And how long will it take? What’s included?

    Is it possible that you had these questions?

    While each nonprofit organization will receive a custom proposal that outlines deliverables, activities, and expectations, here are some basics.

  • There are two development and fundraising assessment options for you to consider.

    1. The Brilliant Cut 💎 Assessment

    2. The Polished 💎 Assessment

  • The full version is great for the team who really needs a deep dive on their fundraising team, strengths, data, and messaging.

    Included in this comprehensive assessment are:

    • Discovery calls with your staff and board

    • Survey of your staff and board members

    • Review of data, fundraising collateral and your processes

    • Two Strategy Calls

    • Written Report and Debrief Session to discuss findings

    The cost is $9875* and should take approximately 8-10 weeks.

    *Pricing is subject to change. Email us to find out our current rates.

  • The lighter version is great for the team that needs some help from an outsider who is also an expert to quickly ascertain challenges and opportunities.

    Included in this quick assessment are:

    • Limited discovery calls with your staff and board

    • Survey of your staff and board members

    • Review of data, fundraising collateral and your processes

    • Written Report and Debrief Session to discuss findings

    The cost is $4950* and should take approximately 4-6 weeks.

    *Pricing is subject to change. Email us to find out our current rates.

  • After the assessment and recommendations are shared, it’s common to ask, so now what?

    Part of the deliverable shared will include ways we can implement together or serve as a fundraising thought partner to your nonprofit through a more robust scope of work.

I’m ready to have my nonprofit fundraising assessed!

  • "I'm so grateful to Susan for sharing her expertise to a very specific set of unique circumstances in which my board runs. She demonstrated an excellent approach to gain an understanding of our constraints so as to offer actionable guidance, which has helped me as a leader and us as a team improve the way we operate and aim higher in our goals than we thought possible."

    Board President of a Nonprofit

Why is a fundraising assessment needed for my nonprofit organization?

There are a lot of reasons why you might be looking for a fundraising assessment for your nonprofit. Here are some common reasons we’ve seen from other nonprofit organizations:

  • The nonprofit is not reaching its financial goals

  • The nonprofit is not growing in revenue

  • The nonprofit is considering a capital campaign

  • There is a new leadership

  • Donors are not renewing

  • Donors do not seem to understand what your nonprofit really “does”

  • Staff are not succeeding or meeting their goals

  • High staff turnover in the development department

Organizations that complete a fundraising assessment walk away better equipped to make confident decisions, align staff and board expectations, strengthen donor relationships, and invest their time and resources where it truly matters.

Let's start the conversation!