Development professionals understand that reliable and timely information is crucial to successful fundraising efforts. Be it a capital campaign, annual fund drive or planned giving program, fundraising success is enhanced by having access to timely and reliable data. Over the years, The Covenant Group has developed assessment tools and reports that can enhance your organization’s fundraising effectiveness. By providing our in-depth analysis of various indicators of fundraising health, we will equip you with the vital information and plans you need to get the job done. All reports are in easy-to-use Excel format. Some examples of assessments and reports you can obtain are as follows:

---

Report: Development Assessment This assessment reviews your entire development program. Through a series of 26 separate reports we will review your effectiveness and potential in annual, capital and planned giving. In addition, we will review your public relations, fundraising operations and stewardship of gifts. The report will give you a clear picture of your overall fundraising health and highlight areas in your development program that are holding you back. We will provide practical recommendations on how to improve your program. We will also show you how to use these reports on an ongoing basis to implement a system of continuous improvement.

Report: Prospect Rating Sheets At the outset of a campaign, one of the keys to success is identifying your prospects, rating their likelihood of giving and determining an ask amount. The Covenant Group rating system simplifies the process and makes it less cumbersome for busy Board and Steering Committee members to get involved. Our clients also find that our system can be applied in both annual and capital campaigns and its flexibility makes it easier for staff to manage the process.

Report: Campaign Progress Reports Campaign tracking and communication are important to building momentum and sustaining enthusiasm. The Covenant Group reporting system tracks both individual and team progress effectively and simplifies the activity of managing and supporting your volunteers during the campaign. Through this process, you will have a clear understanding of call assignments and how each of your volunteers is doing with their calls. Your leadership will know who needs a pat on the back and who needs a nudge.

---