Advancement Campaign Programs
Campaign Preparedness Audit (CPA)
A vastly expanded (6-8 days) version of the AOA and recommended for institutions preparing to launch a multi-year campaign. Recommended to be conducted within 3 years of the launch of the pre-public phase of a 5+ year campaign. Learn more…
Pre-conversion Audit (PCA)
A 2.5-3.5 day audit/training experience designed to fully prepare an organization for a major development system conversion. The audit will include a “state of the database” analysis and recommendations for areas to address prior to conversion. Learn more…
Software Integration Assessment (SIA)
A customized evaluation, preferably conducted within 90-180 days of a software conversion or module installation, to ensure that the system, and staff, are functioning optimally and that appropriate business processes have been re-engineered. Learn more…
Advancement Operations Audit (AOA)
A 4-6 day examination and report on an organization’s advancement operation, with a focus on improving efficiency and verification of regulatory compliance. Recommended for any organization that has not had a similar review in over 5 years. Learn More..
Advancement Services and Campaign Management
John has authored, co-authored, or edited numerous Best Practices documents for the Association of Advancement Services Professionals (aasp). To access those documents, you must be a member of aasp. If you are a member, please go to Best Practices Library – aasp (connectedcommunity.org) and, after logging in, look for John’s efforts in the following categories. If you are not a member of aasp and have an urgent question on any of these topics, please call, email, or schedule a meeting with John by going to the Contact Us tab
New for 2021! – Understanding the Differences Between Advancement and Finance
– Helping Our Donors Understand Fundraising Costs
– How Can I Possibly Do More With Less
– How Much Does it Cost to Raise a Dollar
– Impact of the Elections on Charitable Giving
– The Dreaded Development Audit
– What’s Wrong with Advancement Services
– How to Avoid Unnecessary Fund Creation
– Is it Time to Change Systems?
– Let’s Not Forget about the Service Part of Advancement Services
– Healthcare Philanthropy is Evolving Away from Hospitals
– It’s All About Data Security
Do you have any questions? Please contact me today
If you would like to explore my consulting services further, or you have any advancement questions you need assistance with please complete the form below.
John H. Taylor Consulting, LLC
A leader in the field of Advancement, campaign management, and board development, John has helped organizations effectively manage relationships with constituents for close to 30 years. John consults nonprofit organizations around the world to enhance the operational aspects of development and advancement and assist them with strategic and campaign planning/preparation.
- Review of advancement programs including all aspects of advancement services
- Determining preparedness for comprehensive campaigns
- Assessments of database utilization as well as the usefulness of all current advancement policies and procedures.
- Develop and maintain effective database management policies
- Pre-conversion systems assessments and post-implementation analysis
Awards & Recognition
- FundSvcs wins Grand Prize LISTSERV Choice Awards – 2014
- AASP Jonathan Lindsey Lifetime Achievement Award in 2012
- CASE Crystal Apple Award for outstanding teaching
Testimonials
John engaged fully with me and our entire team, quickly built a trusting and supportive relationship with staff within Advancement and those in other departments that we work with closely, and framed the entire exercise in such a way that brought all stakeholders along for being fully vested in the review and recommendations. We have made great strides in Advancement Operations in large part thanks to John's savvy and of course a great team that has been methodical in implementation of the project plan. I wholeheartedly recommend John Taylor and fully believe in his ability to make a positive contribution for other institutions and organizations.Ara Serjoie, Ph.D., CFRE Vice President for Advancement - Guilford College
You could not hire anyone better or more experienced that John Taylor. I cannot recommend him more highly. He is the Best of the Best. It has been my great pleasure to know and work with John Taylor for many years. There is no one who knows more about Advancement Services and Campaigns than John does. Madelyn- Associate Director, Advancement Services
John's engagement and ultimate recommendations were invaluable to the NIU Foundation ...His work ethic and response time is remarkable. I very highly recommend John Taylor for the breadth and depth of knowledge in this field of Advancement work. He is indeed the "Guru of Advancement Services." Alberta S.- Director of Development Operations and Campaign Director
The audit proved extremely helpful to PCOM. We were able to target our training to areas where our personnel needed it most, address system and technology issues with our IT department, correct compliance issues in our activities, and sketch out our Advancement Services priorities over the next year. Necle- Deputy Chief Advancement Officer
With his guidance, a major restructuring of development office systems, policies and procedures were implemented that proved transformative in providing the foundation for the launch and ultimate success of the largest campaign in our history, $1.6 billion.Carla- Associate Vice President for Development