YOUR CUSTOM FUNDRAISING ROADMAP

This exercise will evaluate and give you clear practical steps to increase your fundraising effectiveness.

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Optimizing your fundraising is like driving. You need to check your gauges, take care of what’s under the hood, and know how to drive. We use this analogy when conducting the Fundraising Roadmap Exercise.

AREAS THE ROADMAP COVERS

DASHBOARD

Before we take off, we look at a few key organizational factors that play a key role in fundraising success and sustainability. These items include your mission, vision, future goals, board effectiveness, and financial position.

UNDER THE HOOD

What’s under the hood determines how well a car performs. Similarly, we evaluate critical internal components that impact your overall fundraising performance: Planning stewardship, database, board engagement, and case statement.

DRIVING

Finally, we examine specific activities and strategies your organization is doing to raise money. These include major gifts, mid-level gifts, grants, new donor acquisition, and events.

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