Fundraising Planning Studies

“The Ask” is a term frequently used in the fundraising business. Ideally, it’s the culmination of detailed planning and preparation at the point where you present your case and your request to your target audience: the potential donor.

But well before getting to “The Ask,” The Curtis Group conducts a comprehensive fundraising or campaign planning study. In this study, we conduct dozens of confidential, one-on-one interviews with volunteers, select staff members, and key community leaders, including corporate and charitable foundation representatives. We determine the challenges and identify the strengths - and potential weaknesses - of your campaign.

And, most important, we estimate just how much money “The Ask” could realistically generate if the campaign is properly planned and executed. This estimate is based on several factors, including the strengths of your organization, the perception of need in the community, and the level of prospective donors.

Our planning study is vital, because it provides the blueprint for your entire campaign and a preliminary measure of its potential for success.