This document helps an organization explore and evaluate its fundraising efforts through a four-part S-O-A-R (strengths, opportunities, aspirations and recommendations) exercise that prompts the organization to evaluate its strengths and successes; identify opportunities for growth and expansion in donor and partner relationships; imagine its aspirations for the future; and develop recommendations for converting priority donors and stakeholders into revenue generators for the organization. The document provides specific questions for the organization to answer in each stage of the exercise.

This document helps organizations to identify stakeholders, donors and prospects through a donor-mapping exercise that will help organizations strategize and focus their fundraising efforts on opportunities that fit with their organizational priorities and for which they have the capacity to be competitive. By compiling information about donors and prioritizing them, organizations can explore prospects further through research, prioritize funding opportunities, and develop short- or long-term outreach and donor journeys. It provides questions to help organizations consider their donor landscape across diverse program areas and funding sectors, and brainstorm a list of current or lapsed donors, partners, and potential donors and stakeholders they might wish to cultivate and engage.

This document guides an organization through a branding and messaging exercise to define their unique position in a crowded landscape of causes. The document includes questions to help the organization define its brand promise, differentiators, positioning, calls to action and key messages aimed at a broad group of stakeholders. The document also suggests drafting three key messages that articulate what an organization does, why they do it, how they are different and what value they bring to their stakeholders.