Project Two: Health Care

(First Engagement:   November 2008 through January 2009)

Scope of Work:   Development Office Readiness Assessment

Review of current Development Office to identify capacities required to mount a proposed capital campaign


Final Report to Executive Director and Board assessed and made recommendations on:

  1. Systems:  donor database, gift processing, acknowledgments, office policies and procedures, gift acceptance policies, relationship management systems
  2. Programs:  annual giving, donor relations, major gifts, corporate, foundation, stewardship
  3. Donor prospects:  current and prospective pools
  4. Communications:  publications, reports, proposals, boilerplate, quality of written materials
  5. Volunteer structure:  current board, committees, potential for recruiting and training a volunteer fundraising committee
  6. Plans:  Annual operating plans and goals for development office
  7. Organizational Factors:  vision, mission, strategic plan, history, public image, program impact
  8. Commitment:  leaders’ attitudes toward fundraising and understanding of time, costs and resources required for a capital campaign, availability of resources in the budget, board enthusiasm for the capital project
  9. Environment:  competition, market projections, economic context, political factors, governmental factors

(Second Engagement:  March 2009 through February 2010)

Scope of Work:  Implement Year I Recommendations for Capital Campaign Readiness


  1. Culture of Philanthropy:  Help senior staff, the Board, and other stakeholders understand the resource development process and its significance for this faith-based organization
  2. Commitment of Resources:  Help define and secure a dependable level of resources for the Development Office, and by help recruit, train, and evaluate staff
  3. Systems:  Help build internal systems and work processes
  4. Volunteers:  Help enlarge volunteer involvement and philanthropic reach
  5. Programs:  Help launch a church-based campaign and assist with other annual giving activity


  1. Plans:  Detailed work plans, with deliverables
  2. Resources:  Prepared Development Office budget and staffing plan.  Recruited grant writer and event planner
  3. Programs:  Developed concepts for Anniversary Dinner as silent launch to capital campaign, and protocols for and annual giving campaign
  4. Volunteers:  Developed prospect list for Capital Development Committee based on Anniversary Honorary Committee
  5. Policies and Procedures Manual: Gift Processing, Gift Acceptance, Internal Fundraising, Stewardship
  6. Mentoring:  Ongoing professional development with staff