IPM CAP Assessment™
Looking for a truly meaningful deep dive into how donors engage with your nonprofit organization?
IPM Advancement’s CAP Assessment (Comprehensive Advancement Program Assessment) is our flagship product — a full program audit and analysis that considers all aspects of fundraising.
Conducted in two parts, the IPM CAP Assessment informs optimal strategies for integrated fundraising across annual giving, leadership giving & major gifts, and planned giving.
Though the final output of each project varies slightly from client to client based on the fundraising program, an IPM CAP Assessment typically covers the following:
Donor Database Analysis
House File Analysis
Donor Types Categorization
Transaction Analysis by Channels & Donor Types
RFM Analysis (Recency-Frequency-Monetization)
Donor Retention and Attrition
Fundraising Revenue Patterns
Donor Pipeline Health Analysis
Target Audiences Identification
Transaction Preferences and Trends
Target Audience Demographics & Psychographics
Donor Lifestyle & Interests
Donor Engagement by Geography
Philanthropic Engagement (PE) & Engagement Propensity (EP) Scoring
Donor Lifetime Value (LTV)
At the conclusion of this comprehensive assessment, we present a full summary review of our findings with detailed recommendations to optimize your fundraising program.
IPM CAP Assessment™ Samples Below
Could the IPM CAP Assessment help your nonprofit? Find out with a free, no-obligation call.
integrated fundraising solutions for nonprofits
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