Board-ready
90-day outcomes
Board-Ready Fundraising Diagnostic
Clear view of where fundraising is leaking. Board-ready priorities and a 90-day plan with owners and metrics.
2-3 weeks$7,500 - $15,000
Who it's for
- Nonprofits with $1M to $15M budgets wondering where donors are dropping off
- Executive Directors preparing for a board discussion about fundraising performance
- Development teams with a CRM but inconsistent reporting
- Boards that want a clear picture before approving new fundraising investments
What you receive
Donor retention and reactivation baseline
Pipeline leak map (where donors drop)
CRM and data health scan
Channel snapshot (email, web, events, direct mail coordination, referrals)
Board memo + scorecard (1 page)
90-day action plan with owners and metrics
What changes by week
Week 1
Data access, stakeholder interviews, CRM audit begins.
Week 2
Analysis complete. Pipeline leak map and retention baseline delivered.
Week 3
Board memo, scorecard, and 90-day action plan presented.
Frequently asked questions
Related resources
Ready to build fundraising your board can trust?
Start with a Diagnostic. Get a clear view of where fundraising is leaking, a board-ready memo, and a 90-day plan.