At GivingThree, we offer comprehensive assessment, research, and strategy services designed to elevate your organization's fundraising efforts. Our tailored approach provides you with clear, actionable insights to drive impactful change. We help you chart a strategic path forward with our deep expertise and data-driven methodologies.
Comprehensive Assessments
Holistic Evaluation
Our consulting engagement begins with a thorough assessment of your organization's philanthropic program. We utilize advanced quantitative tools to analyze ten years of donor history, offering a clear perspective on long-term growth patterns. Additionally, we examine the most recent 36 months of active donor data to identify trends in gift size, frequency, acquisition, retention, and attrition. This detailed analysis reveals opportunities for strategic improvements and guides future development efforts.
Custom Donor Review
We help you build custom queries to pull essential data for a comprehensive donor review. This allows for seamless future reporting and ongoing assessment of donor engagement and fundraising effectiveness. Our review includes segmented gift analysis, donor retention and attrition rates, seasonal and annual trends, and strategic fundraising initiatives.
Strategic Research
In-Depth Market Analysis
Our market analysis delves into your organization’s specific environment, evaluating both internal performance and external perceptions. We conduct feasibility studies to ensure your campaign goals are realistic and aligned with your community’s capacity to support them. This research provides a solid foundation for crafting strategies that resonate with donors and stakeholders alike.
Opportunity Identification
Using proprietary tools, we combine your database’s engagement and giving data with wealth screening results. Then we use the insights gained from the 36-month evaluation to unlock opportunities for short-term success. This approach highlights your best opportunities, prioritizing top constituents and providing segmentation recommendations for targeted appeals. We also identify new major and principal gift opportunities, optimizing your fundraising potential.
Strategic Planning
Customized Strategic Plans
Every organization is unique, and so are our strategies. We develop bespoke plans tailored to your specific needs, ensuring alignment with your mission and goals. Our strategic planning includes developing compelling case statements, setting campaign timelines, and organizing volunteer structures to maximize effectiveness.
Operational Assessments
Our operational assessments compare your intended performance with actual results, identifying distractions and barriers to success. We offer detailed audits, solutions-oriented action plans, and operational planning workshops to enhance your organization’s capacity to achieve its strategic objectives.
Proven Results
Data-Driven Insights
We provide detailed reports filled with graphs, charts, and narratives that offer a clear snapshot of your fundraising landscape. These insights equip you with the tools needed to refine your strategies and focus efforts for maximum impact.
Expert Recommendations
Our team of seasoned professionals brings years of experience to your organization, offering recommendations that are both practical and visionary. We guide you through the implementation process, ensuring that your advancement efforts are not only successful but sustainable.
Ready to Transform Your Fundraising?
Contact GivingThree today to schedule a consultation and discover how our assessment, research, and strategy services can propel your organization toward greater success. Let us partner with you to create a strategic roadmap that drives impactful change and elevates your mission.
Let's Begin