Fundraising Strategy

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

Zuri’s fundraising expertise helps our clients align data, technology, processes, and teams with fundraising goals and growth.

Our work often starts with comprehensive assessments of business processes, staffing levels and roles, and how well programs are served by what is in place.

Assessment work focuses on a combination of best practices and practices that are best for clients. Our counsel include the big picture and the smallest detail. For example, we may guide a university’s ten-year road map while suggesting a tweak to prospect development coding to get more out of the major gift team.

Recent examples of the work we’ve done in this space include:

Fundraising System Selection Counsel

Zuri Group is skilled in helping organizations wade through the complexities of picking new fundraising software. Our approach results in a data-driven analysis that is backed by documented criteria and supports collaborative decision-making.

System Implementation and Change Management Counsel

In addition to Zuri providing end-to-end technology services to convert to new systems, Zuri is helping clients understand and get in front of the change management demands experienced by large university systems and other complex organizations.

Advancement Operations Assessments and Optimization

Zuri’s strategic services provide comprehensive current-state assessment work for clients to understand how well the organization has established their fundraising processes, organized staff, and implemented tools. When large organizations combine systems, we often assist to untangle and improve what is in place. This includes revisiting policy and procedure manuals, training, and data improvements.

Fundraising Process Improvement

Some clients seek our expertise on a topic to refine issues. For example, MIT engaged Zuri to evaluate its prospect development effort. MedStar Health System engaged us to improve their Raiser’s Edge use and data, as well as for a grateful patient program. Yale engaged Zuri to develop a roadmap for advancement technology that aligned with the advancement campaign planning, leadership and budgeting purposes.

Capacity and Optimization

Zuri’s team of fundraising experts can help your organization understand how well your team and your prospect base is positioned to support a campaign or a specific growth plan. We can evaluate and provide guidance on prospect pool potential, staffing models, and system campaign-readiness.

Looking for help with fundraising?