What is a Fundraising Assessment and Why Do it?

A fundraising assessment is very useful tool that will help you step back and evaluate your fundraising program:

  • It’s a process that helps you take a big picture view of your fundraising efforts, evaluating your ROI and whether your program is utilizing donor dollars effectively

  • Some of the questions we go over include: where is your fundraising right now? Have you started a fundraising program for your organization? Are you years into it and need a look at the various components you’ve been implementing?what is working? what is not working?

It’s important to ask: are we “leap frogging” ahead to implement strategies without a clear justification for adding new strategies? Are we missing opportunities by trying to appeal to new donor segments without looking deep enough at our existing donor segments?

These are just some of the important questions we will cover in an assessment that can help you focus your efforts or re-focus efforts. This is a very helpful process that should be done annually as you gather feedback during the year from donors and constituents, as well as respond to changes in giving and the economy, and as you try to keep current with fundraising strategies and give your donors a seamless experience.

My consulting is about:

Serving small to medium size nonprofits who need fundraising and strategic support. I help organizations set up effective strategies that will help them raise the money they need. With 30+ years in the field, I've worn many hats in my roles at any given time – even in large organizations ($300m+ revenue) but with a small development dept.  (2-3) people. Working together, I take some of the overwhelm off your shoulders. This allows you to focus on what is truly important – serving your constituents and sharing the story of your impact in the community.

Who Am I?

I’m a solopreneur able to customize what you need while giving you personalized service. When you work with me you will walk away feeling more focused, less tied to the reactive mode of emergency funding. You will have a roadmap to transform your fundraising, focusing on relationship-based cultivation and stewardship. This focus allows for more steady, reliable funding for your nonprofit – helping you make a greater impact in the community.

To get started with the assessment process please answer these questions and submit, I will reach out to discuss with you.

Contact Me

Contact me with feedback, questions, or to schedule a consulting call!

Follow me on LinkedIn at emily-capelle

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