During the Assess phase, we get to know your
nonprofit organization as it currently is.


It can be overwhelming to reflect on the strengths and weaknesses of your current nonprofit fundraising campaign strategies. We take the time to analyze what is working in your fundraising and where you have room for improvement. Through analytics, we analyze your donors’ behavior trends to discover new opportunities for donor engagement.

Using data that shows your fundraising successes and areas for growth, we help you build a nonprofit fundraising campaign that will have results and grow your donors’ support.

External Analysis

Before you launch a nonprofit fundraising campaign, it is important to study how an external audience views your organization. The way you design this major fundraising effort matters, and taking extra time to get it right makes all the difference. We learn about your fundraising from the lens of your external stakeholders hearing their perceptions, their experiences as stakeholders, and insights on how fundraising can be scaled.

Prospect Research

Whether it’s learning more about the donors you know or identifying new sources of revenue, prospect research helps feed your pipeline. We will guide you in using prospect research more effectively to understand current donors and new prospect potentials.

Ready to build a new nonprofit fundraising campaign?


How It Works

Our four-step process—assess, dream, plan, and do—offers a comprehensive analysis of your current fundraising trends, your organization’s vision, and your best opportunities to focus limited fundraiser time and attention. During Assess, that means:

  • Getting to know your organization and your current fundraising practices
  • Conducting an in-depth five fiscal year audit on your donor database
  • Customizing an action plan using predictive models so you can focus on how to increase net revenue
  • Developing a pipeline of potential individual and institutional major donors
  • Recommending opportunities and tactics that can lead to revenue growth

Fill out our questionnaire to tell us about your nonprofit organization and your
fundraising goals and find out if we’re the right partner for you.

Fill Out the Questionnaire

“Barbara listened to what we said we needed and hoped to learn in order to assess and improve our direct mail program. Barbara not only delivered on our felt needs but also surfaced unfelt needs and gave us more than we knew we needed to know. On the tactical level, we came away with a lot of sound analysis and practical recommendations to work with now as we grow our direct mail program.”

Deborah McGlaughlin
Hospice of the Chesapeake

“Barbara is a consummate professional and has a deep, thorough grasp of non-profit fundraising. She provided expert advice and insights on our end-of-year direct mail appeal campaign, our corporate cabinet, and our individual giving program. She has innovative and keen insights, and she worked remarkably well with our president and my team.”

Kendra Davis
Vice President for Philanthropy, Refugees International

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