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:

Phase 1:
Donor Database Analysis

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House File Analysis

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Donor Types Categorization

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Transaction Analysis by Channels & Donor Types

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RFM Analysis (Recency-Frequency-Monetization)

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Donor Retention and Attrition

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Fundraising Revenue Patterns

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Donor Pipeline Health Analysis

Phase 2:
Deep Insights

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Target Audiences Identification

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Transaction Preferences and Trends

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Target Audience Demographics & Psychographics

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Donor Lifestyle & Interests

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Donor Engagement by Geography

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Philanthropic Engagement (PE) & Engagement Propensity (EP) Scoring

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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

IPM CAP Assessment
IPM CAP Assessment
IPM CAP Assessment
IPM CAP Assessment
IPM CAP Assessment
IPM CAP Assessment

Could the IPM CAP Assessment help your nonprofit? Find out with a free, no-obligation call.

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integrated fundraising solutions for nonprofits

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