— Development Services Analysis —Evaluates your data, database, and operational processes to identify strengths and opportunities for improvement and recommend a course of action for future success.
The analysis will evaluate your data, database, and operational processes to identify strengths and opportunities for improvement and recommend a course of action for future success.
— Benefits & OutcomesThe value you will see to move forward.
➡ High-value areas to improve data accuracy
➡ Ways to optimize how you use your platforms
➡ Strengthen and support your development efforts
➡ Using data to tell a better story
➡ Create greater efficiencies across your org
➡ Integrations of tech and processes
➡ Find your target donors and uplevel your prospecting
The 10-Week Process
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Conduct Discovery Sessions, Interviews, and Review Documents (Weeks 1-4): These sessions provide insight into your fundraising efforts, infrastructure, procedures, and processes.
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Assess and Review Database & Data (Weeks 5-8): Perform a review of your fundraising CRM/database and tech stack. The goal is to understand existing processes and assess if you are aligned with best practices.
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Optional: Run a Giving Analysis and Screening (Weeks 7-8): Analyze past giving trends and create projections to support future targets. Run a wealth screening on the top names to feed your higher-level pipelines.
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Workflows, Analysis, and Strategies Write-up (Week 9): Pull together the findings to present strengths (what is working well), opportunities (what you may need to enhance), and boosters (what you do not currently have in place that you may want to consider adding to boost fundraising efforts).
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Wrap-up, Scheduling, and Prepare for Delivery (Week 10): Wrap up analysis and prepare for delivery à Present findings with recommendations for future success.
— Someone who gets it
An expert on the backline with a superpower to partner with the frontline.
You need an expert, thought leader, and hands-on guru to dive into your data, database, and operations to recommend strategies to take you to the next level and thrive.
— guiding principalThere are 8 buckets to effective Development Services.
Development Services is an essential functional area that takes ownership of the data, CRM database, and operational processes, and effectively partners cross-functionally to propel an organization's fundraising efforts forward.
— The deliverables
02 Matrix (optional add-on)
A matrix for giving by gift size and a matrix for future potential grid.
01 Plan
Actionable plan and recommendations to show you your current state, your future desired state based on best practices, and steps to get you from current to future state.
03 Screening (optional add-on)
Results from the wealth screening and review of next steps to add to your pipeline.
“If you are looking for a trusted advisor who is also willing to roll up her sleeves and get the job done, hire Jenny. She is exceedingly knowledgeable in the operations of a Development office as well as the tools and systems that make the work possible. We are saving hours each month because of our work with Jenny; our database is more accurate than ever, and processes are in place allowing us to fundraise and steward more effectively.”
“I highly recommend Jenny. She has been an incredible partner in helping strengthen both our fundraising strategy and operational infrastructure. Jenny has a rare ability to think strategically while also rolling up her sleeves to support the team in the details. She helped us completely restructure our fundraising database, improving efficiency, data integrity, and giving our team the tools they needed to be more successful.”
“HIGHEST RECOMMENDATION *****
I have known and worked with Jenny for many years. She is not only a subject matter expert, she is a consummate professional. A clear communicator, thoughtful listener, capacity builder and development systems engineer. Jenny educates, inspires and builds teams. When I hire Jenny, I know I am getting the very best in the business who will quickly assess and address my organizational needs, and do it with a smile!”
Let’s turn your need into fundraising momentum.
— Ready when you need it the most
Tell me what is getting in the way. We will talk through where the development services analysis can make the biggest difference.