Mission and audience
What will participants receive, and how does participation support the mission? Check whether the invitation fits existing donor relationships and any restrictions on the funds.
How Organizations Evaluate Sustainable Recurring Fundraising Programs
Build a fundraising approach around mission fit, supporter trust, practical administration, and financial sustainability.
CEDRIC BURL & COMPANYFor Nonprofit executives, development officers, charitable organizations, and boards.
A recurring program needs to earn its place beside your existing donor relationships. Begin with the mission, the people you can responsibly reach, and the staff time available to run it. A new program should have an accountable owner and a realistic plan for stewardship.
Discuss a Fundraising StrategyFour questions before you commit
Net contribution
Compare the actual proceeds received with promotion, payment processing, fulfillment, refunds, staff time, and ongoing administration. Use collected revenue and documented expenses when reporting results.
Participation and stewardship
Decide how people join, cancel, ask questions, and receive updates. Confirm what data the organization can access and how permission will be recorded.
Approval and accountability
Before launch, have the appropriate leaders review written terms, responsibilities, program claims, reporting, and any professional review the arrangement requires.
A starting point for Alabama organizations
For a Birmingham or Jefferson County organization, identify the staff and board members who can review a new program before inviting supporters. The Alabama Association of Nonprofits offers professional development and organizational resources that may help inform that review.
Start with a defined pilot
Start with one approved audience and one invitation. Keep an operational log of people reached, voluntary participation, questions, cancellations, actual proceeds, and staff effort. Review whether the program adds sustainable support before expanding.
- 01
Qualified leadership inquiries
Define the baseline and review actual results over the agreed period.
- 02
Approved pilot decisions
Define the baseline and review actual results over the agreed period.
- 03
Net proceeds received
Define the baseline and review actual results over the agreed period.
What a CB&C engagement can include
- A review of the organization’s current fundraising mix and available staff capacity.
- A comparison of program fit, participant value, administration, costs, and reporting.
- A defined pilot plan with responsibilities, review dates, and measures of actual proceeds.
Start with a complimentary introductory consultation of up to 30 minutes. A focused Strategy & Mapping Session starts at $500. Further assessment, implementation, and ongoing advisory are quoted under a written scope.
Programs, proceeds, and availability depend on written terms and organizational approval. Our advisory work does not promise fundraising income or imply approval from any prospective partner.
Discuss a Fundraising StrategyBeyond This Solution: The AGI Method™
Solve the need that brought you here. Discover the opportunities beyond it.
Your immediate priority may be one part of a larger opportunity. Cedric Burl & Company uses the AGI Method™ — Assessment, Growth Strategy, Implementation — to evaluate the broader picture, establish priorities, develop a practical plan, and coordinate the right expertise under one advisory relationship.
Choose a focused service on its own or explore broader advisory support. Our team coordinates the appropriate expertise under your written scope.