Areas of Service

Development Program Audit / Assessment

  • Review of an organization’s existing development program to evaluate and recommend next steps for growth, including but not limited to: 
    • Comprehensive review and evaluation of existing development materials
    • On-site visit includes interviews of leadership team members, finance officer, development staff, development advisory board members, select donors, select organizational members and other significant constituents
    • Oral exit report with preliminary findings and recommendations
    • Final written report with findings and recommendations to assist in planning for future growth
    • Presentation of final report to appropriate audiences

Organizational Mergers

  • Provide counsel to newly merged congregations needing to evaluate the development efforts of their merging entities in order to create one unified development program

Development Strategic Planning

  • Work with an organization’s leadership team and development staff to formulate a multi-year development strategic plan
  • Assist in analysis of the organization’s current development program and the formulation of future goals, strategies and timelines

Readiness Assessment to Start a Development Program

  • Conduct a readiness and responsiveness assessment which focuses on characteristics and conditions that must be present for a development program to be successful
  • Evaluation of the internal and external development environments
  • Gathering of information and testing of assumptions through a specific sequence of activities
  • Identification of environmental and institutional strengths, weaknesses, opportunities and challenges for beginning a development program are presented in a written report

Development Education for Organizational Leaders and / or Members

  • Workshops tailored to the needs of leadership teams to assist them in understanding their essential role in the ministry of development
  • Workshops specific to the role of members of religious congregations to assist them in understanding their essential role in their congregation’s development program

Development Office Set-up

  • Assist in the set-up for development programs in organizations that have never had a formal development program

Development Director Search Process

  • Assist in writing position descriptions, advertisement, initial screening of applicants, interviewing candidates, recommendations regarding interviewed candidates

Development Staff Retreat Days

  • Planning for and facilitation of retreat days for development staffs and teams

Development Advisory Board Formation and Training

  • Assist in developing criteria for identification of board members, the writing of by-laws and the education of Advisory Board members

Counsel on:

  • Case Statements
    • Assist the development director in the formulation of the organization’s case statement
  • Development Plans
    • Assist in the writing of an integrated development plan
  • Formulation of Development Policies
    • Assistance in formulating policies for gift acceptance, special events and other development activites
  • Direct Mail Programs
    • Assist in the evaluation of and reformulation of direct mail programs
  • Newsletter and Publications
    • Assist in the establishment of development newsletters and other development publications, brochures and other materials
  • Major Gift Programs
    • Assist in defining what constitutes a major gift for the organization and in setting up an organizational major gifts program
  • Planned Giving Programs
    • Assist in setting up an organization planned giving program
  • Special Events
    • Assist in the evaluation of special events programs

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