Fundraising Audits and Plans

 

Fundraising audits are designed to evaluate all operational, governance, staffing and fundraising functions with an overarching goal of identifying areas to strengthen.  Seven functional areas are reviewed:

   

  • Board Governance and Leadership
  • Donor Recognition and Stewardship
  • Organizational Structure
  • Communications and Marketing
  • Fundraising Programs and Data Management
  • Roles of Volunteers and Staff
  • Policies and Procedures

 

The audit typically includes an environmental scan to help you glean best practices, compare your performance and cost per dollar raised.

The final element is a plan that identifies your fundraising direction with measurable goals and an implementation strategy.

 

Associated Pages:

  1. Annual Giving Architecture
  2. Board Selection And Training
  3. Capital Campaign Architecture
  4. Case Blueprint
  5. Feasibility Studies
  6. Campaign Coaching
  7. Fundraising Audits and Plans
Fear
the familiar
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rationale:
Don't hesitate to question the status quo, push the bar and exceed expectations.