Fundraising Department Assessment
You Don’t Need Another Plan — You Need Clarity
We assess people, structure, systems, and culture so you understand what’s working, what isn’t, and what to fix first.
Fundraising today is under pressure from every direction — increasing demand on donor attention, staffing turnover, unclear expectations, and boards that want results without fully understanding capacity.
Too often, organizations respond by launching new initiatives or hiring new roles without addressing the root issues. Our assessments are candid about readiness, alignment, and gaps — so you don’t waste time or goodwill fixing the wrong problem.
What We Assess
A grounded look at how your fundraising department actually functions — not how it’s supposed to.
Team Structure & Roles
We assess whether responsibilities are clear, workloads are realistic, and decision-making authority is aligned. This includes role clarity, spans of control, and how work actually moves through the department.
Leadership & Management Capacity
We examine how leadership shows up day to day — goal-setting, accountability, communication, and support — and where managers may need guidance and coaching to lead effectively.
Systems, Process & Pipeline Health
From donor strategy and portfolio management to reporting and follow-up, we evaluate whether your systems support fundraising or create friction and blind spots.
Culture, Readiness & Alignment
Board engagement, internal trust, risk tolerance, and alignment with mission all affect results. We surface the cultural dynamics that influence fundraising performance.
How It Works
A focused, time-bound process designed to lead to action — not just a set of findings.
Weeks 1–2: Discovery & Data Review
We review fundraising performance, staffing models, job descriptions, and goals, and conduct interviews with key stakeholders.
Weeks 3–4: What We’re Seeing
We identify patterns, gaps, and constraints — separating symptoms from root causes and prioritizing what matters most.
Weeks 5–6: Priorities & Next Steps
You receive clear, sequenced recommendations with ownership, timelines, and options — including where to invest, pause, or redesign.
Ready for an Honest Assessment?
The quickest way to start is a conversation. Share what’s feeling stuck, and we’ll talk through whether an assessment makes sense.
Start the ConversationOr call directly: 978-621-4638