Need to Know PDF Print E-mail

What We Need to Know about a Prospective Client:

1. Board of Directors:

  • Who are they?
  • Where are they?
  • How active are the members of the Board?
  • Does the Board have "ownership" of the organization?
  • Is the Board cohesive? or are the members "at odds" with each other?
  • Does the Board have a positive, interactive relationship with the Executive staff?

2. Structure of the Organization:

  • Is the organization part of a larger association or network?
  • If so, what are the limitations, the constraints, the interactive decision-making process?
  • What is the financial relationship with the sponsoring body?
  • Look at the By-Laws, the IRS authorizing fundraising letter, etc.

3. Long Range Plan: Strategic Thinking

  • Is there a strategic plan?
  • How recent and comprehensive?
  • Is the plan supportive of a fundraising campaign?
  • Are the financial commitments supporting priorities central to the mission of the organization?
  • Are key areas of accountability linked to the Business Plan for organizational growth?

4. Financial Circumstances of the Organization:

  • Is there a Financial¬†Audit available? recent? annual?
  • Size of the budget and three year annual trends....
  • What proportion of the budget is internally generated: fees, programs, publications, services, etc?
  • Is the financial situation stable enough to support a campaign?

5. Campaign / Resource Development Plan:

  • What is the fund raising history / track record, e.g. annual giving trends?
  • What is the depth, breadth, longevity of the basic donor base?
  • What proportion of the annual budget is available for campaign expense?

If you have other questions, please feel free to contact us.


If you have other questions, please feel free to contact us.