Assessments and Development Counsel

Assessments and Development Counsel

Development Audit/Assessment

Whether you want to restructure your development function or determine campaign readiness, our development assessments will prepare your team to meet the many demands that accompany a sustained, donor-centered effort. We will conduct a quantitative and qualitative comprehensive review of your program and make recommendations on the best possible organization and approach.

Metrics-Driven Major Gift Programs

Major gift development delivers by far the greatest return on investment of all advancement activities. We will partner with you to design and implement a metrics-driven major gift program built on a systematic moves management approach. In this context, prospect strategies can be carefully planned with defined targets and milestones. The result is a program based on data and, when blended with individual information, offers a complete picture of personalized development strategies.

Planned Giving Launch Pad

Your best donors are lifetime donors! We work with you to establish and market a planned giving program to reach them, including strategies to integrate planned giving with major- and annual-gift solicitation. Whatever your staffing situation, TAG can do the marketing and manage the program for you. We will help you design planned giving outreach that fits your size, needs, and budget.

We can provide:

Counsel on complex gifts and gift plan illustrations for donors Assistance in creating a planned giving website branded to match your website
Digital and print marketing counsel or management of a program Solicitation assistance with your donors
A turn-key gift annuity program and marketing for it Interim coverage for gift planning vacancies
Presentations to your board and top volunteers on planned giving benefits Management of complex gifts, including gifts of real estate
Staff training to integrate planned giving into major and annual gift solicitations Review of gift-acceptance and donor recognition policies
Counsel on and management of a legacy society and its events Oversight of estate administration

Annual Fund/Direct Response Solutions

The Annual Fund is the cornerstone of a great fundraising program and the foundation for larger philanthropy. A true Annual Fund program will:

  • Promote introductory, loyal and increasing giving;
  • Reach across all of your constituencies;
  • Build a pipeline for your Major and Planned Gift programs;
  • Be cost effective.

TAG will identify the strengths and weaknesses of your program and help grow it through best practices including but not limited to an Annual Fund calendar, direct mail testing, cross-media strategies, and more.


Whether you are looking to supplement or outsource this important aspect of your development program, TAG can serve as your dedicated grant writer and lead all aspects of corporate and foundation relations. Our services span from straightforward grantwriting and production to managing an entire grant-seeking program including identification, research, outreach, grant preparation, and reporting.