Our Services

Our Movement Development Assessment is a comprehensive review of your organization’s fundraising program designed to take your organization and your movement to the next level.

Assessments are an opportunity to move your organization forward by surfacing actionable recommendations. This can be useful if your revenue growth has stalled, you’re at a strategic crossroads, a leadership change, growing fast, or ready for the next phase of the organization. You need expert help that can bring the organization and key stakeholders together around a shared vision for growth, abundance, and the resources it takes to win big, systemic change. 

​​

Our comprehensive assessment includes:

​

• Internal and external stakeholder interviews, so we can deeply understand the work, your culture, and your opportunities

• A funding and movement sector landscape analysis that surfaces key trends, what’s changing, and where the field is heading

• A donor base assessment that includes wealth screening, research, and recommendations on top prospects

• Income analysis of your key revenue streams, illuminating your trends over time

• Strategic and tactical recommendations that point the way to growth 

• Analysis and recommendations on increasing capacity that are realistic and right-sized for your budget

• Benchmarking year-over-year growth by income area and overall budget forecasting on a 3 and 5-year span

​

We’re committed to providing a rigorous, expert session at a price that’s affordable for most organizations, conducted over a 4-month timespan.

​

What does a finished product look like? Take a look at our recent assessment (client info and key details redacted).