Sylvia & Carter & Associates
Sylvia & Carter & Associates

Development Program Assessment

We can provide an objective review of an organization's comprehensive fundraising program to help identify unrealized potential, outdated strategies, or areas that need development. This assessment is often helpful in advance of launching a Capital Campaign, or when the Development Program appears to be stalled. The process usually begins with interviews with staff, board members, and several donors or key community members to discuss the organization’s goals, funding needs, and opportunities.


The next step is a review of the status of the following fundraising activities:

  • Individual giving – both annual giving and major donors
  • Foundation and corporate grant activity
  • Planned giving
  • Special events
  • Publications and website
  • Public relations/outreach/social media activities
  • Record keeping and administrative procedures 


The final product is a written report containing the assessment of the current program and recommendations for growth and change. As always, our recommendations will be cost-effective, realistic and tailored to your specific organizational needs. We will present this in person to the Board of Directors and/or Development Committee, providing opportunities for ample discussion and questions. As necessary, we will continue to provide consultation and support in implementing the suggestions in the plan.


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