Finance Discovery

PinStripe is dedicated to helping organizations throughout the nonprofit world build strong advancement programs to meet both immediate and long-term objectives. A Development Assessment Study is often the first important step in the preparation for a major fundraising campaign as well as other challenges, such as new leadership, a changing organization, changing technology or reaching a fundraising plateau. This "audit" will provide you with an objective analysis of your internal readiness to meet such challenges

A PinStripe Consultant will be directly involved as your Study Director to conduct the interviews, research your background materials and information, and analyze your unique situation.

An outside, objective analysis of your organization's fund-raising strengths and weaknesses is valuable. But such a document, valuable as it is, is merely a list. Therefore, we focus on specific recommendations to overcome your operation's weaknesses and capitalize on your strengths. These recommendations provide you with an outline for an immediate and long-range plan of action — and the most effective strategies for success for your institution.

What will we do for you?

  • Conduct a seriesof interviews with key personnel within the development area.
  • Evaluate the organizational structure and personnel resources for maximum fundraising effectiveness.
  • Evaluate the marketing efforts of institutional advancement.
  • Examine past fundraising effectiveness in each of the major areas and the recognition and support programs associated with each area.
  • Prepare and present a report of your fundraising strengths and weaknesses along with specific recommendations for capitalizing on those strengths, addressing the weaknesses and specific “next steps” to best meet your objectives.