Development Plan & Roadmap

A successful fundraising program needs a vision for success and a plan of action based on your mission, your donors, your goals.

Whether conducting outreach to prospects, creating your case for support or annual appeals, or determining an effective events schedule, your annual development plan is your guide for all fundraising activities and tactics to reach your goals. Using a proven development plan structure focused on fundraising by channel (individuals, foundations, corporations, events) as well as sections on board activities, communications, and infrastructure, we work with you to outline all strategies in light of your goals. Additionally, through a series of targeted meetings during the planning engagement, we review current activities, suggest ideas that work in our current fundraising climate, and provide templates for revenue forecasting and development resource allocation to ensure your plan is tailored to your organization’s needs and situation.

"I just finished reading your final report thoroughly and just wanted you to know (from one consultant to another) that this is a really terrific assessment. It's thorough (amazing given your timetable), well written and (the best part) it is basically a practical road map for the new Development Director to follow to get the development house in order and build from there."

Principal, Joan Garry Nonprofit Consulting

Major Gift Program Strategy

A plan to cultivate major donors is a must. It is key to building relationships, identifying board prospects, and ultimately, gaining investors for your vision.

In our work together, we help you identify new major gift prospects, engage current donors through your programs and events, and identify mission-driven activities to strengthen support. We also conduct research so you know your prospect’s capacity and propensity to give; develop strategies to outline the right time to solicit a gift, how much to request, and who should make the ask; and work with you as you prepare for and follow up with donors and prospects.

Our major gift services include:

  • Conducting research so you know your prospects’ capacity and propensity to give;
  • Helping you improve or establish a moves management plan;
  • Developing strategies to outline the right time to solicit a gift, how much to request, and who should make the ask; and
  • Working with you as you prepare for and follow up with donors and prospects.

"With Nadine's help, Elev8 Baltimore successfully raised over $1.2 million in new revenue, contributing tremendously to our on-going sustainability. Her tenacity and enthusiasm for our work has kept us on our toes, and she never let us forget a deadline or pass up an opportunity to make the pitch."

Director, Elev8 Baltimore

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