The probability of success in all things is infinitely greater when you’re prepared. Careful, methodical, advance assessment and planning are critical to the success of your campaign. A Feasibility Study allows the organization to understand its chances of success as well as how it is viewed in the community. Our Studies gauge the interest of prospective donors and assess the infrastructure of our clients’ internal organization, both key ingredients for the launch of a successful campaign. Our services can include one-on-one interviews, focus group discussions, and mail and telephone surveys. Our qualitative and quantitative findings and specific recommendations are delivered in a comprehensive report.
A Development Assessment provides a full review of your organization’s development function, from cultivation of donors to data management to gift development, stewardship, staffing and communication. The results provide critical feedback to strengthen your organization’s development functions. Our qualitative and quantitative findings and specific recommendations are delivered in a comprehensive report.
Campaign Planning, Management and Counsel
Our global approach to campaign planning and management ensures success by providing a comprehensive framework for all campaign activity. Our Consultants work with staff and volunteer leadership to coordinate daily operations, meetings, proposal development, prospect tracking and volunteer activities. We provide customized strategies for solicitation, volunteer engagement, and effective communication. To measure effectiveness, we also provide campaign assessment services. These can be done either midway or at the end of the campaign. Interim assessments measure whether the campaign is on target and provide specific action steps should corrections be needed. They are also useful to ensure a steady annual fund income stream beyond the campaign by analyzing giving results, patterns and developing strategies to grow annual support. End-of-campaign assessments measure performance and offer specific action items to maintain ongoing momentum.
Board and Leadership Development
Trial and error in fundraising is a costly pitfall. Everyone must understand their role to maximize effectiveness in the fundraising process…from planning to networking to making “the ask”. Working in partnership with our clients, we develop programs and strategies to focus and educate the Board and volunteers.
Major Gift Program Design and Implementation
Whether your organization needs help establishing a major gift program or improving your current program, we work with our clients to assess your needs, design and implement a specific, step-by-step action program, and monitor progress and outcomes.
Interim Staff Position
There are times when an organization is changing direction, facing budgetary constraints, restructuring its development staff, or simply has a vacant position that will take time to fill with a qualified candidate. Whether it be your Development Director, a Major Gifts Officer, or Communications Coordinator, Opus Advisors will enable your organization to continue running at peak productivity levels and step in at a moments notice to ensure that your organization’s development goals and needs are met.