Capacity includes not only your organization’s human, technological, financial, and organizational resources, but also how they are organized, managed, and aligned to achieve results.

results

“The projects have proven very effective in helping the trusts move to the next level — higher functioning, more effective, and more sustainable organizations.”

examples of client results >>

Fundraising Audits

A fundraising audit defines your organization’s capacity to successfully achieve fundraising goals by examining your systems, structure, staffing, processes, and culture. It highlights critical gaps and obstacles to success and identifies areas of greatest potential and opportunity. A fundraising audit gives you the information and recommendations needed to build a stronger, more productive fundraising program.

Products

  • Fundraising audit
  • Recommendations for building a sustainable fundraising program

Supporting Materials

Fundraising Strategies

A fundraising strategies matrix defines and prioritizes those strategies that are most appropriate given your organization’s goals, capacity and audiences. The fundraising strategies matrix is a simple but indispensible tool for guiding and coordinating staff, volunteer, and board fundraising efforts.

Products

  • Fundraising strategy matrix
  • Recommendations for fundraising program growth and capacity building

Supporting Materials

Comprehensive Fundraising Plans

A comprehensive fundraising plan is a sophisticated approach for organizations with defined fundraising programs and implementation capacity. It is based on a solid analysis of your organization’s capacity and the external environment and defines the fundraising program most suitable for your organization. A comprehensive fundraising plan also develops core strategies and recommends organizational development steps to help you achieve financial goals and create a financially sound and sustainable operation.

Products

  • Fundraising analysis
  • Comprehensive fundraising plan
  • Action plan for implementation
  • Recommendations and guidance for implementation

Supporting Materials

Organizational Analyses

An organizational analysis is a systematic and objective process that examines how people in your organization interact as well as your systems, structure, processes, and culture. It also considers how each of these factors facilitate or impede your organziation’s ability to achieve strategic goals. Organizational analysis is the necessary first step of any organizational development or change process.

Products

  • Organizational Analyses
  • Organizational recommendations and action steps

Supporting Materials

Organizational Development Plans

An organizational development plan guides your organization’s growth, development, and change. It addresses critical issues that emerge from the organizational analysis and usually includes structure, governance, leadership, systems, and processes as components of the plan. An organizational development plan is the tool for building capacity and creating a more potent and sustainable organization.

Products

  • Organizational analysis
  • Organizational development plan
  • Recommendations and guidance for successful implementation

Supporting Materials

Sustainability Planning

A sustainability plan examines the state of your organization’s identity, constituents, and capacity in the context of your operating environment. It defines your potential and strategies for long-term sustainability. A sustainability plan may also evaluate alternative revenue generating models or recommend program, operational, or organizational changes to ensure sustainability.

Products

  • Sustainability analysis
  • Philanthropy or earned income feasibility analysis
  • Sustainability plan
  • Recommendations and guidance for successful implementation

Supporting Materials