Our Capacity Analysis service provides your organization with a comprehensive foundation for fundraising success. Working closely with your leadership team, we will conduct an in-depth capacity analysis at both the institutional and departmental levels to determine realistic yet ambitious fundraising goals. This analysis incorporates historical giving patterns, current donor engagement, and external market factors to establish attainable targets.
We will then evaluate your current staffing structure, assessing both frontline fundraisers and support personnel to identify potential gaps or opportunities for reallocation. Our recommendations will ensure you have the right team in place to execute your campaign effectively.
The culmination of this service is the development of a customized gift pyramid that provides a clear roadmap for achieving your campaign goal. This strategic tool will outline the number and size of gifts needed at each level, from transformational leadership gifts to broad-based support, helping your team visualize the path to success.
Deliverables include a comprehensive written report with campaign goal recommendations, staffing analysis with specific recommendations for resource allocation, and a detailed gift pyramid with prospect counts needed at each giving level. We will present our findings to key stakeholders and provide implementation guidance to ensure your campaign launches with a strong foundation.
Our Predictive Model Development and Prospect Segmentation service transforms your donor database into a strategic asset for targeted fundraising. We begin by conducting a thorough analysis of your historical donor data, including giving patterns, engagement metrics, and demographic information. Using advanced analytics techniques, we develop customized predictive models to identify and prioritize your most promising donors with precision.
For major gift fundraising, we’ll create models that identify donors with both the capacity and inclination to make significant contributions, enabling your team to focus cultivation efforts where they’ll have the greatest impact. Similarly, our planned giving model will highlight prospects most likely to consider your organization in their estate plans, while our annual fund model will identify donors ready to renew or increase their support.
Following model development, we’ll segment your prospect pool into strategic groups based on giving potential, engagement level, and other relevant factors. This segmentation will enable your team to deploy targeted engagement strategies for each donor group, maximizing the effectiveness of your outreach efforts.
Throughout the process, we’ll work closely with your advancement team to validate findings, incorporate institutional knowledge, and ensure the models reflect your organization’s unique fundraising environment. The final deliverables include detailed prospect lists with scoring for each model type, recommended engagement strategies for different prospect segments, and training for your team on effectively utilizing these tools in their daily work.
Our Prospect Pool and Portfolio Optimization service ensures your fundraising team is focused on the right prospects at the right time. We begin with a comprehensive analysis of your current prospect pool, evaluating the quality, quantity, and distribution of prospects across various giving levels and engagement levels.
Working collaboratively with your team, we’ll assess your current portfolio assignments, examining factors such as portfolio size, prospect quality, and alignment with fundraiser expertise. Through this analysis, we’ll identify opportunities to rebalance portfolios for maximum effectiveness, ensuring each fundraiser has a manageable number of prospects with appropriate giving potential to meet their expected performance metrics.
We’ll develop a strategic framework for ongoing portfolio management, including clear criteria for prospect assignment, movement between portfolios, and removal from active qualification. This framework will incorporate best practices while accommodating your organization’s unique culture and priorities.
The optimization process will result in more efficient resource allocation, with your most promising prospects receiving appropriate attention and your fundraisers empowered to focus their efforts where they’ll have the greatest impact. Deliverables include a comprehensive assessment of your current prospect pool, detailed recommendations for portfolio restructuring, and implementation guidance to ensure a smooth transition to the optimized structure.
Contact Alexander Haas today to learn how we can help your organization meets its goals.
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Piedmont Place
3520 Piedmont Road NE Suite 450
Atlanta, GA 30305-1512
404-525-7575
info@fundraisingcounsel.com
