The Development Assessment: A Tool to Enhance Fund Raising Effectiveness

Presented by Michael Stein, Vice President Development at the Bassett Medical Center

Many nonprofit executives are confronted with the challenge of leading organizational fund raising efforts without necessarily having background or experience in this most critical area. The development assessment process provides organizations with a comprehensive analysis of the strengths and weaknesses of existing fund raising programs. The assessment process focuses on how the organization can maximize current resources and makes recommendations regarding additional resources needed to attain full fund raising potential. The development assessment is worth considering if an organization:
• Is dissatisfied with current fund raising performance.
• Wants to increase Board involvement, participation and “ownership” of the development program
• Seeks comparative benchmarks by which to evaluate fund raising effectiveness
• Is looking for a strategic development plan to complement the overall organizational strategic plan.
• Is preparing for a major capital campaign.

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Date: April 25, 2012
Time: 9:00am-11:00am
Location: FoxCare Center's Education Room 1 FoxCare Drive, Route 7 Oneonta, NY 13820


On the Presenter: Michael Stein was appointed Vice President- Development at the Bassett Medical Center (Cooperstown, NY) in February of 2011. He joined Bassett in 1982 and later became the organization’s first Director of Public Relations and Fund Development. In that capacity, Stein helped orchestrate Bassett’s first capital campaign to help fund construction of the Bassett Clinic. In 1994, he left Bassett to serve as the Vice President for Development of the Presbyterian Hospital in the City of New York. Returning to Bassett in October 1996, Stein served as the Vice President for External Affairs. He successfully managed a $15 million capital campaign in 1997 and later led the Bassett Heart Care Campaign, which raised $12 million in support of the Bassett Heart Care Institute and related construction projects. For the past five years he has served as Bassett’s Executive Director for Government Affairs on a part-time basis, while also serving as an independent fund raising consultant to numerous not for profit organizations throughout upstate New York including the National Baseball Hall of Fame and Museum, Springbrook, Union Graduate College and the Masonic Research Laboratory. He has lectured on fundraising topics for many organizations and academic institutions throughout the state.


Stein serves on the board of O’Connor Hospital in Delhi, the University Council at the University at Albany and is currently co-chair of Planned Parenthood of South Central New York. He previously served as President of the Utica Chapter of the American Heart Association, and on the Board of Directors for the American Heart Association Northeast Affiliate. He also chaired the Health Care Association of New York State’s Task Force on Community Health.


Stein is a native of Brooklyn, New York. He received a Bachelor’s Degree from the University at Albany and a Masters in Counseling in Higher Education from the University of Michigan. He lives in Cooperstown with his family.