Advancement Management
Staffing Functional Mapping
Articulate all of the functions and responsibilities of your advancement office and assign primary and secondary responsibilities to each advancement staff member, senior administrator and volunteer committees. Identify voids and redundancies.
Benchmark-Based Budgeting
Framework that uses industry benchmarks to guide budget development. Establish a defendable rationale for budget expenses that are tied to revenue goals for each donor constituency group.
Giving Society Valuation and Fulfillment
Rational, budgeted approach to determine engagement opportunities for donors at various giving levels.
Gift Acceptance and Recognition Policies
Anticipate every contingency in accepting, recording, and recognizing gifts and donors.
Legacy Naming Opportunities Valuation Formulas
System for valuing different legacy naming opportunities.
Direct Mail Performance
Measure the effectiveness of your direct mail fundraising operations and results based on ten essential success benchmarks.
Incentive Compensation Matrix
Establish performance incentives for fundraising and teamwork using metrics and weightings in a way that can be retrieved easily through database queries.
