Client Services

Assessment and Specific Recommendations for Improvement

  • Development readiness and/or development potential of agency
  • Development staff strengths and weaknesses
  • Development plan analysis
  • Campaign feasibility/market study
  • Board strengths and weaknesses
  • Grantsmanship potential
  • Database software
  • Special event evaluation

Materials Development

  • Mission statement
  • Case statement
  • Development plan
  • Campaign plan
  • Plan to strengthen board
  • Evaluation of prospect list/Development of creative approach strategies

Specialized Training

  • Board, volunteers, staff
    • Basic Training - How does fundraising work? What could I possibly do?
    • Solicitation techniques and strategies
    • Who Should Do That? - Board/staff roles
    • Effective board leadership and board development
    • Board management skills for executive director
    • Communication skills for development
  • Individual training/mentoring for development director, executive director, board chair or board development chair

Retreats

  • Preparation, design and execution of staff and/or board retreats


 Resources

  • Referrals and recommendations for professional services
    (writer, researcher, graphic artist, printer, special event production, video production, etc)
  • Assistance in creating RFP’s or in completing selection process for services
  • Referrals to appropriate training and information sources

To enhance your fundraising effectiveness, call Janie Anderson, CFRE (858) 395-6343 
or contact by email: janie@janieanderson.com