Development Services Analysis

The analysis evaluates your data, database, and operational processes to identify strengths and opportunities for improvement. You receive a roadmap for future success.

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See the deliverables ⬇

— GUIDING PRINCIPAL

There 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.

Development Services Analysis

— VALUE AND BENEFITS

Value to move you forward.

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.

➡ High-value areas to improve data accuracy.

➡ Ways to optimize how you use your platforms.

➡ Strengthen and support your development efforts.

➡ Ability to use data to tell a better story.

➡ Create greater efficiencies across your org.

➡ Improve integrations of tech and processes.

➡ Find your target donors and uplevel your prospecting.

Benefits you will receive from this analysis include:

Schedule your anlaysis today ➡

— THE DELIVERABLES

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.

01 Plan

02 Matrix (optional add-on)

A matrix for giving by gift size and a matrix for future potential grid.

Your giving trends over the past 5 years

Insights into where you can go over the next 5 years

03 Screening (optional add-on)

Results from the wealth screening and review of next steps to add to your pipeline.

Schedule your anlaysis today ➡

The 8-Week Process

  • Woman on computer screen professional dressed talking to another person

    Weeks 1-2

    Discovery Sessions, Interviews, and Review Documents: These sessions provide insight into your fundraising efforts, infrastructure, procedures, and processes.

  • Women looking through magnify glass

    Weeks 3-4

    Assess and Review Database & Data: 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.

  • Weeks 5-7

    Workflows, Analysis, and Strategies: Pull together the strengths (what is working well), opportunities (what you may need to enhance), and boosters (what you do not currently have in place that you want to add).

  • Circle with text in middle that reads CRM

    Week 8

    Wrap-up and Prepare for Delivery: Finish the analysis and action plan, prepare for delivery to key stakeholders, and present the findings with recommendations for growth and future success.

  • Text that reads Giving by Gift Size and charts and numbers on page

    Optional Add-On

    Run a Giving Analysis and Screening: 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.

“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.” 
— Aidan Vega, VP of Individual Giving and Membership, PA Horticultural Society
“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.”
Woman with blonde hair wearing black top smiling 
— Danielle Fragalla, MSE, CEO, Pediatric Cancer Research Foundation
“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!” 
— Christopher Clinton Conway, CEO, Tower Cancer Research Foundation

— READY WHEN YOU NEED IT THE MOST

Let’s turn your need into fundraising momentum.

Schedule a conversation ➡

Tell me what is getting in the way. We will talk through where the development services analysis can make the biggest difference.