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Development Audit

[Tip Sheet]

Assessing Your Organization’s Philanthropic Profile Tips

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Does your organization have a strong philanthropic culture? Take this quick test to find out.  Read more



[Tutorial]

Capital Campaigns: The Ingredients for Success: Part I

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Average: 3.3 (3 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President
Originally published in PANO's "Keynotes"

If a capital campaign is in your organization’s future, you will want to do everything you can to assure success. There are several key ingredients to every successful campaign and three of these ingredients, when analyzing successful campaigns, surface as the most crucial.  Read more



[Private Vault Tool]


Development Audit Checklist

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A checklist to walk you through a development audit.  Read more


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[Tool]

Development Audit Form

A quick and easy guide to assessing the performance of your development program.  Read more



[Services]

Development Audits

What is a development audit?

  • A development audit is an internal assessment of your fundraising program and your readiness to embark on new development ventures.
  • The development audit is a review of past and current fundraising practices and programs and establishes a framework for future development efforts.
  • The development audit looks at involvement of staff, board and volunteers in your fundraising program and offers recommendations on how to increase the effectiveness of your human resources.
  • The development audit evaluates the strengths and weaknesses of your development system including your computer hardware and software and offers recommendations to improve your system.
  • The development audit helps you look at your program from the donor's point of view and offers suggestions to improve your donor communication and stewardship.
  Read more



[Tool]

Development Plan Review

[On Demand Service]

Client will receive a two-page report after comprehensive review of their existing development plan.  Read more



[Tip Sheet]

Development Plan Tips

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If you don't have a written development plan for your organization, now is the time to do one. Some things to remember:  Read more



[Services]

Development Plans

In order to know where you are going and how you will get there, your organization needs a complete Development Plan, which is a vital part of your overall Organizational Plan.

Your plan must be based on your mission and focus on your vision.

  • Jerold Panas, in his book, Megagifts, says the most compelling reason for a major donor to give to any organization is a strong belief in the mission of the organization.
  • Your mission should tell what your organization does, not how it does it, not what it hopes to accomplish someday, but where you are at this moment.
  • Your vision tells where you hope to be at a future time.
  Read more



[Services]

Does Your Organization Suffer From "Event Addiction?"

Here is your chance to be the counselor who gets them on the road to recovery. Try CAPITAL VENTURE’s 12 Step Program to get your organization on the path to fundraising wellness. CAPITAL VENTURE has a team of qualified consultants who act as coaches to guide you through process, give you the tools to assess your events, and help you develop an integrated development program.  Read more



[Tutorial]

How NOT to Run a Capital Campaign

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By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President
Originally published on the Michael Rosen, CFRE Says website

When Michael Rosen, CFRE asked me to write an article from the negative viewpoint, I must admit I struggled with this concept, being the eternal optimist. But then I thought about some of the campaign mistakes I've seen organizations make over the years and realized I had a lot of negative experiences from which I've learned, and I hope you will too. So, here goes:  Read more



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