Conducting a Philanthropy Assessment & Strategic Planning During Unprecedented Times

September 21, 2020
1:00 PM - 2:00 PM

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Conducting a Philanthropy Assessment & Strategic Planning During Unprecedented Times
David E. Garamella, CFRE, CEO and Principal, The Giving Collaborative

Assessing your philanthropy program and creating a strategic plan is the best way to ensure success moving forward. With COVID-19 changing the landscape of fundraising, there is no better time than now to take a critical look at your philanthropy operations. Organizations typically perform a fundraising audit or assessment to comprehensively examine the status of their current fundraising efforts, to identify strengths and weaknesses, and to seek out areas for growth. A Strategic Philanthropy Plan is designed to capture an overall fundraising matrix emphasizing characteristics and achievements of other high-performing philanthropy programs amidst the new reality caused by COVID-19.

Conducting an assessment and creating a strategic plan should lead to recommendations on how to launch any philanthropy initiative successfully. Recommendations should cover topics such as Leadership; Organizational Structure; Metrics and Performance Management; Regional Presence; State, Region/Market, and Local Philanthropy Capacity based on data analytics and predictive modeling; and Annual, Major, Planned, and Principal Gift Strategy. Join us for our upcoming webinar, where we will discuss why an assessment and strategic planning process is critical and how you can get started with the process.

David E. Garamella, CFRE is an accredited fundraiser with 27 years of executive and consulting experience in philanthropy and not-for-profit management. Before forming The Giving Collaborative (TGC), David served as philanthropy counsel for the 150-affiliated hospitals of the Planetree Alliance and chief development officer for Griffin Health Services as well as chief philanthropy officer for Rhode Island Hospital. As CEO and principal of TGC, David has a proven record of developing new programs and extraordinarily successful fundraising teams for more than 200 not-for-profit organizations across the United States, Africa, and Europe. Some recent examples include The University of Miami Medical School, The World War II Foundation, and the Sea Research Foundation.

Thank you to our webinar sponsor,
The Giving Collaborative!
This webinar is approved by CFRE for 1.0 credit.
The Giving Collaborative


  • Registration/Refund Deadline:  9/20/2020 @ 11:59 PM
  • Webinar login instructions will be sent within one week of the event. They will be sent from "NEAHP Programming" [[email protected]]. For questions, contact us at [email protected]
  • Recordings, if available, will be distributed to all registrants within 72-hours of the webinar.

Registration Fees

$0.00 NEAHP Member

$30.00 Non-member