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Assessment

The Donor Relations Group has helped hundreds of organizations to better understand the state of their teams, enhance what is working, remove what is not working, and chart a path forward. Whether a small non-profit or a complex institution, the DRG Group can help you challenge the status quo to enhance efficiency, reinvigorate your work, align resources, and ultimately improve the fundraising bottom line.

When looking to establish, grow, or enhance your donor relations or fundraising programs, assessment is the first piece of the puzzle. Our team offers fresh, independent perspective to create a clear picture of your program’s current state and help jumpstart your strategic business planning. Coupled with ideas and opportunities for growth, we also provide methodologies for implementation and execution.

As your consultants, it is our responsibility to:

Listen

Challenge

Assess

Strategize

Execute

What to Expect with a DRG Assessment

Grounded in the teachings and practice of The Four Pillars of Donor Relations, a comprehensive fundraising assessment can be customized based on your individual needs and goals and typically consists of the following main elements:

  • Strengths, Weaknesses, Opportunities, Threats (SWOT) Analysis

  • Review of organizational/team structure, roles, and responsibilities

  • Review of current policies and procedures

  • Review of data management practices

  • Analysis of donor communications and program collateral

  • Benchmarking against industry trends and peers

  • Interviews with internal partners, organization leadership, and donors

 

The result is a robust evaluation of your program along with recommended next steps and a roadmap for implementation.

 

Partner with DRG and let us dive in, ask the tough questions, whiteboard solutions, and ultimately create a vision for your organization’s future.

 

Reach out to our team to explore if an assessment is right for you.

Work With Us

Does your organization need to bring in the experts? Our experience is deep, our team is talented, and our client services are completely customizable to meet your needs.

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