Success Story

Restoring Fundraising Momentum After a Leadership Transition

When The Salvation Army Intermountain Division experienced a complete transition in its development staff and leadership, the organization needed more than replacement hires. Covenant Philanthropic Solutions conducted an in-depth staffing assessment and delivered a structured five-year plan to restore momentum and position the Division for its next phase of growth.

Client
Location
Sector

Challenge

When an entire development team turns over, the challenge extends beyond filling open roles. It raises fundamental questions about the structures, roles, and priorities that were in place before. The Salvation Army Intermountain Division faced exactly that moment when it experienced a full transition in both its Development Staff and organizational leadership.

Without institutional continuity or a clear picture of what had been working, leadership needed an outside perspective to evaluate the fundraising operation honestly and build a viable, evidence-based path forward.

Solution

Covenant Philanthropic Solutions conducted a comprehensive development staffing assessment, beginning with 10 in-depth staff interviews to understand the Division's fundraising culture, existing capabilities, and organizational gaps. The assessment covered every component of the development function: org charts, job descriptions, key performance indicators, dollars raised, supervision methods, and more.

The engagement culminated in a detailed written report outlining findings and a practical five-year staffing plan, designed to align the Division's organizational structure with its long-term fundraising ambitions and position leadership to make confident, informed decisions about the team it needed to build.

Impact

Acting on Covenant's recommendations, the Intermountain Division made targeted staffing changes: eliminating positions that were no longer serving the organization, consolidating others for greater efficiency, and adding new roles to address critical gaps in the development operation.

The result was a leaner, more purposefully structured team with a clear strategic direction. The Division is now on track to improve the effectiveness of major gifts and is planning for a large-scale capital campaign within the next five to ten years.

Results at a Glance

10

Staff interviews conducted across every level of the development function

5-Year

Staffing plan delivered to align organizational structure with long-term fundraising goals

1 Week

Spent onsite understanding the team, dynamics, opportunities, and needs

"Covenant Philanthropic Solutions provided an exceptional staff assessment and fundraising plan for The Salvation Army Intermountain Division's development team. Their thoughtful approach, clear insights, and actionable recommendations have significantly strengthened our team's capacity and strategic direction. We are grateful for their expertise and the lasting impact on our mission's success."

Justin Coleman
Divisional Director of Development, The Salvation Army Intermountain Division
Justin Coleman

Services Provided

Here is how Covenant supported the Salvation Army Intermountain Division through this engagement.

Development Assessments

A thorough evaluation of your development operation, with findings and recommendations designed to strengthen your fundraising from the inside out.

Is Your Development Team Built for What's Next?

Covenant Philanthropic Solutions helps organizations assess their fundraising operations and build the structures needed for sustained, long-term growth.

Case Studies

More work we've done

Explore other ways Covenant has helped nonprofits achieve their philanthropic goals.

Building the Foundation to Double Community Impact

Covenant helped Jacobs and Cushman San Diego Food Bank conduct a development assessment and feasibility study to prepare for a major gifts campaign at scale.

Steady Leadership Through an Unexpected Transition

Covenant placed an interim CDO and stepped in as campaign counsel
to keep Laura's House on track during a critical leadership vacancy.

Determining the Path to a $10 Million Campaign

Covenant conducted a Pre-Campaign Planning Study to help Make-A-Wish Greater Bay Area evaluate the feasibility of a $10 million major gifts campaign and build the roadmap forward.

From Unexpected Vacancy to Organizational Momentum

When the Shea Center's CDO resigned unexpectedly, Covenant delivered an assessment and placed a Fractional Interim CDO to guide the organization forward.