Advancement Assessments

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The J. F. Smith Group is well experienced in conducting advancement fundraising assessments.

For a fund-raising program to be successful, it must be well organized and well managed, both internally and externally. Too often institutions devote most of their time and attention to external preparedness while doing little or nothing to address internal conditions. A fundraising assessment conducted by the J.F. Smith Group gathers both objective and subjective data by observing, interviewing and reviewing institutional reports. This information is then analyzed to produce an assessment of the institution’s fund-raising program.

The J.F. Smith Group’s purpose in conducting a fundraising advancement assessment is to determine the ease with which your organization might improve its overall fundraising efforts. This assessment will thoughtfully evaluate the organization’s past practices, its present opportunities and its future fund-raising goals.

Specifically, the assessment will seek findings in seven areas:

  1. Development Roles and Responsibilities

  2. Available Tangible Resources

  3. Overall Development Program

  4. Prospect / Donor Management

  5. Annual and Planned Giving

  6. Corporate and Alumni Relations

  7. Gift Policies and Procedures

What our Clients are saying…

  • “As senior Associate Athletics Director for Development at Auburn University, I have worked closely with Jerry F. Smith for the past two years. Throughout the capital campaign, which we are currently conducting, as well as during the planning phases of the campaign, Jerry has provided professional advice and useful strategies for our development team.”

    Jay Jacobs
    Former Athletics Director | Auburn University
  • “It was a pleasure working with the JFSG, Inc. during our recent Advancement Audit and Feasibility Study. Each member of the firm we dealt with was knowledgeable and very professional. Their reports were quite beneficial. We have engaged the firm to provide counsel for our capital campaign.”

    Joe Serviss
    Vice President of Institutional Advancement | Jacksonville State University
  • “Everyone associated with the project, from our staff to the Foundation Board, was extremely impressed by the expertise your group exhibited. The detailed process used to develop the plan resulted in a document (Advancement Assessment) that is very professional and can be used as a guide for our fund raising efforts for some time.”

    Clemit Spruiell
    Vice President for Advancement | University of West Alabama
  • “I must honestly say that at the onset we knew absolutely nothing about fundraising. But, with the help of the J.F. Smith Group we slowly began to learn. To say that our campaign was a huge success would be an understatement. We would not be in this position without the professional guidance given by the J.F. Smith Group.”

    Jerry Williams
    Administrator | Providence Academy
  • “At Harding, we value integrity, service, and excellence, and I commend you for projecting these qualities in the professional manner in which you worked with us during our capital campaign.”

    Tom Dickson
    President | Harding Academy
  • “At Gaston Christian School we have recently had the privilege and good fortune of having J. F. Smith Group to give us direction as we carried out our first capital campaign. The early apprehensions we had about a capital campaign we never realized: instead we found the whole experience to be very pleasant and one that benefited the school in more ways than just raising funds.”

    Opal Parks
    Head of School | Gaston Christian School, Inc.

Get in Touch

We’d love to help you in any way that we can with your fundraising campaign or project! Don’t hesitate to reach out for anything that you might need. We’ll gladly answer any questions you have about our services.

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