Free ResourceDevelopment Directors

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The Development Program Diagnostic is a free worksheet that walks you through the five areas every new fundraiser needs to audit before making a single ask. Built by a CFRE who raised $13.8 million doing exactly this.

Free. 20 minutes. No credit card.

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$13.8M
Raised
3,625
Gifts processed
10+
Years in nonprofit
6
Years as dev director
45%+
Donor retention rate
The Five Areas

What the Diagnostic covers.

Your donor data is telling you something. Most new development directors spend their first six months guessing when the answers are sitting in their CRM, their bank statements, and their board minutes. This worksheet shows you where to look.

◈

Donor Data Health

Retention rates, average gift size, lapsed donor percentage, and what your donor pyramid actually looks like — not what the last person said it looked like.

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Revenue Mix

Which channels produce money and which ones just produce work. Where you're overdependent. Where there's untapped capacity.

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Communication Cadence

How often your donors hear from you, what they hear, and whether any of it asks them to do anything other than give.

◈

Systems & CRM

What your database can actually tell you right now, and what's missing.

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Board Engagement

Whether your board fundraises, thinks about fundraising, or pretends fundraising is someone else's job.

Kyle Conner, CFRE
About the Author

Kyle Conner, CFRE

Nonprofit Revenue Strategy & Philanthropic Growth · Greater Philadelphia

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Six years as Director of Development at a pediatric skilled nursing facility in Delaware. $13.8 million raised across 3,625 gifts. Built the development program from an empty desk and a Rolodex nobody had updated since 2014.

This worksheet is the same audit Kyle ran in his first 60 days. It's Module 1 of his course, The Development Director's First Year. You get it free.

Free Resource

See what you actually inherited.

Free. 20 minutes. No credit card. Just a clear picture of where you're starting.

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© 2026 Kyle Conner, CFRE