Plan a Road Map to Fundraising Success

Having a good road map makes life easier. It also makes fundraising much more successful — and more enjoyable!

Crafting an annual fund, endowment or comprehensive development plan should be invigorating. If you don't have one, you need to.

Often we will get a call from a client with a question on the direction it should take. It is always good to catch up and benchmark the organization's success. Many times, we simply refer clients back to their plan. Other times, we have discussions on new circumstances and talk about updates to the plan. We always stress, "Please update your playbook so you know where you are going."