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 Counsel

Your best donors are lifetime donors! We will work with you to establish and market a planned giving program, including strategies for integrating planned giving, major giving, and annual giving. Planned gifts come in many forms and present benefits/obstacles to every donor on a case by case basis. TAG will help you design a planned giving program that is both easy to manage and cost effective.

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.