Annual Giving Program Assessments

Is your annual giving program measuring up to its full potential? Based on interviews with key stakeholders – and a detailed review of data and materials – AGN assessments benchmark your fundraising efforts against industry best practices and help you develop a plan for future success. Every assessment is customized to evaluate your organization’s unique needs, structure, and resources, while addressing key strategic questions including:

  • Do you have appropriate goals, timetables and metrics?
  • What is preventing you from achieving your goals?
  • Are staff and resources aligned to optimize results?
  • Which new programs or initiatives could strengthen your efforts?
  • Where is the greatest potential to improve ROI?

When the assessment is complete, we’ll provide a summary of our observations – and recommendations – to help you develop a winning strategy. AGN also offers coaching services designed to empower your team to implement the recommendations and position your program for long term success.

To support the implementation of program improvements, your institution will also receive a complimentary 1-year AGN Membership, which provides your team with access to our training webinars and library of resources. Current members can apply their annual membership fee as a credit toward a program assessment at any time.

For more information, please email us at or call 888.407.5064.