Comprehensive Donor Assessment Package 

Initial Consultation and Assessment:

A kickoff meeting to understand the organization's mission, goals, and fundraising strategies.

• Review the existing donor database, if available.

• Discuss with key stakeholders to gather insights into past fundraising efforts and donor relationships.

Donor Analysis and Segmentation:

• Analyze the organization's current donor base to identify key donor segments (e.g., major donors, regular donors, corporate donors, etc.).

• Evaluate each donor segment's giving history, preferences, and engagement levels.

Solicitation Plan Development:

• Draft a customized solicitation plan tailored to the organization's needs and goals.

• Define clear objectives and fundraising targets for each donor segment.

• Develop a timeline with actionable donor cultivation, solicitation, and stewardship steps.