In 2018, we created Pivot, a high-level summary assessment for small and mid-sized organizations (budgets up to $3M) that may not be ready for a full assessment but still want to evaluate their fundraising health and development program challenges. For a Pivot engagement, a staff member of your organization takes a detailed survey so we can evaluate your fundraising activities. Before and after the survey, we’ll meet with you and other leadership or development staff to understand your challenges and make recommendations to improve your development effectiveness.