About The TAKE ROOT Infrastructure and Capacity Building Program
Our 3-year capacity building program includes nearly 20 development modules in 5 core areas including; board development, fund development planning, training & implementation, data analytics & research, and creative services.
What Can You Expect While in the Program
Year 1:
- Evaluate board composition and performance
- Assess your fund development plan & tactics
- Establish a case for support
- Produce annual campaign creatives
- (sponsorship packet, annual report, etc.)
- Provide organization leadership training
- Develop & support a donor moves management system
- Conduct donor research & analysis
- Create fundraising targets, monitor progress, and ensure
- the annual operating revenue stays on track
Year 2:
- Evaluate board performance
- Evaluate the fund development plan
- Provide accountability for donor moves management
- Develop a donor acquisition plan and support
- relationship cultivation opportunities
- Continue support for annual campaign creatives
- Support the growth of your fund development team
Year 3:
- Evaluate board performance
- Evaluate the fund development plan
- Provide accountability for donor moves management
- Review the donor acquisition plan and support
- relationship cultivation opportunities
- Continue support for annual campaign creatives
- Support the growth of your fund development team
- Train internal fund development team on all activities
Is Your Organization a Good Candidate
Whether you are understaffed OR you lack a solid action plan, we see organizations face these common challenges:
- Insufficient board policies, structure, and training
- Strategic plan with unrealistic fundraising goals
- Lack of diverse revenue sources
- Incomprehensive fundraising plan
- Weak or undefined case for support
- Minimal human resources to manage, implement,
- and evaluate plans
- Sub-optimal data collection/analysis process
- Incomplete stewardship plan
- Inadequate writing, design, and production tools
- Shortfall of impact reporting
- Absence of philanthropic strategy and processes