A Full Circle Approach

  • Fundraising and Fund Development
  • Audits and assessments
  • Annual giving
  • Capital campaigns
  • Planned giving
  • Grant and proposal writing
  • Effective case statements
  • Strategic planning
  • Capacity and planning studies
  • Board development and governance
  • Risk Assessments


Sometimes an organization needs to pause to assess where it has been and how it can move forward with its fundraising plan.   Conducting a 360 review can serve your organization in numerous ways, from auditing current performance, assessing risks, informing your strategic direction, and serving as the basis for a new or renewed fundraising plan. There are several pillars of assessment, from the organization’s case, resources, donor history and prospects, to leadership.   A comprehensive assessment through an independent lens provides the perspective and analysis you need to realistically understand your strengths and weaknesses.

An assessment…..

  • Helps develop a plan to advance your goals
  • Enhances your connections with donors and stakeholders
  • Assesses key risks and opportunities
  • Helps move you forward with success
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