Provides a thorough evaluation of an organization’s fundraising landscape to identify strengths, challenges, and opportunities for growth. This in-depth review includes analysis of financial documents such as 990s, budgets, and financial statements, as well as an examination of the organization’s database systems, technology, planning processes, and current fundraising strategies. It also considers external perceptions of the organization. Findings are compiled into a detailed SWOT analysis, accompanied by tailored recommendations for next steps aligned with the organization’s size, capacity, and available resources.
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