OUR SERVICES

Philanthropic Assessment & Strategy

A full diagnostic of your fundraising capacity, donor relationships, and growth potential — with a roadmap forward.

Giving Geek Consulting brings 25+ years of CFRE-credentialed expertise to every assessment — delivering clear priorities, not abstract recommendations. You’ll leave with a working plan your team can act on immediately.

In a recent engagement, a wealth screening of one organization’s known U.S. donors revealed more than $400 million in philanthropic capacity — with less than 2% being captured. That gap doesn’t close without a clear-eyed look at the full picture. That’s what an assessment does.

WHAT'S INCLUDED

From Discovery to Roadmap

Organizational Audit

A comprehensive review of your current fundraising infrastructure, staff capacity, and operational systems to identify strengths and critical gaps.

Fundraising Capacity Review

An honest evaluation of your organization's readiness to ask, receive, and steward major gifts at the next level.

Leadership Debrief

A working session with your ED and board leadership to translate findings into immediate action and shared ownership.

Donor Database Analysis

We examine your existing donor data to surface patterns, hidden opportunities, and priority segments in your pipeline.

Strategic Roadmap

A prioritized, phased plan that tells you exactly what to do — and in what order — to grow sustainable contributed revenue.

Ready to get started?

Let’s talk about your organization and what the right engagement looks like. No obligation — just a conversation.

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