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Fundraising Fitness Assessment

Are you planning a major campaign? Upgrading your overall fundraising program? It is critical to have an in-depth understanding of your organization’s strengths and opportunities for development.


Through structured interviews with key stakeholders and a tailored assessment checklist, we will conduct a comprehensive audit against best practice benchmarks.

Your Fundraising Fitness Assessment will examine your:


  • Board and staff roles in fundraising

  • Case for support

  • Annual, Major and Planned Giving

  • Special events

  • Corporate and Foundation grants

  • Donor engagement and stewardship practices

  • Database and prospect management

  • Donor communications – print, digital, social media

  • Fundraising effectiveness

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