Fundraising Strategy

Align operations and technology to achieve results. Efficient, effective, common sense solutions.

Zuri Group provides clients with best practices and practices that are best to leverage your operations environment, support your fundraising programs, and capitalize on your greatest asset — your team.

In addition to operationally focused counsel, Zuri’s experts help clients align operations with programmatic efforts.


  • System Assessment and System Selection
  • Reporting, analytics, and business intelligence (BI)
  • Business process improvement
  • Gift processing and administration audits
  • Prospect development system reviews
  • Strategic information management implementation

Fundraising Programs

  • Annual giving and direct response campaign assessment
  • Online giving and social media management
  • Email Marketing and Marketing Automation
  • Donor stewardship process improvement
  • Constituent management programs, particularly membership and alumni programs
  • Major and planned gifts fundraising strategies
  • Advancement-wide capacity and structure assessments

Team Building

  • Project Management
  • Change Management
  • Systems documentation and Training
  • Benchmarking for organizational structure, skill sets, and position descriptions

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