Assess

Step 1: Assess Your Fundraising Landscape

Every great strategy begins with a clear understanding of where you stand. That’s why we start here.

Feeling stuck with stagnant fundraising results or unclear donor insights? Step 1 of our process begins with a comprehensive assessment of where your organization stands today—what’s working well, what needs improvement, and where opportunities exist to move forward.

 

From donor data to campaign strategies and team capacities, this foundational step ensures we know your nonprofit inside and out—so we can build solutions tailored precisely to your needs.

Ready to build a new nonprofit fundraising campaign?

How It Works

  1. We Dive Into Your Data and Donor Behavior:
    From donor behavior insights to campaign performance, we’ll identify trends, uncover pain points, and discover where new opportunities exist.
  2. We Gather External Perspectives:
    Beyond internal analysis, we evaluate how your stakeholders perceive your organization. External feedback ensures your fundraising strategy aligns with how donors and supporters view you.
  3. We Identify What’s Working (and What’s Not):
    By understanding your strengths and pinpointing bottlenecks, we create a clear picture of what’s driving your current results—and where improvements will make the most impact.
  4. We Use Prospect Research to Feed Your Pipeline:
    Whether it’s discovering new opportunities or deepening engagement with existing donors, prospect research helps identify where to focus your efforts.
  5. We Provide Clarity on Next Steps:
    We translate our findings into actionable recommendations to guide bold but realistic growth strategies—you’ll leave with a clear roadmap forward.

Why Step 1 Is the Key to Your Success

Every nonprofit faces unique challenges—donor fatigue, unclear growth strategies, or overwhelmed leadership teams. Without a thorough assessment, even the best strategies can miss the mark. That’s why every engagement starts here: to align your goals, prioritize effectively, and set you on a path to success.

Our assessments combine deep internal analysis with external perspectives and prospect research, ensuring your nonprofit fundraising campaigns are both data-driven and donor-focused.

Ready to See the Full Potential of Your Fundraising?

Start by filling out our quick questionnaire to share more about your nonprofit’s goals and challenges. This ensures we can assess your fundraising strategy and tailor our process to meet your unique needs.

Get an in-depth understanding of our services.