Development Program Audits
Non-profit consultants bring great value to an organization as it allows for a fresh perspective to be placed on the fundraising and exposure efforts at the organization.
Our focus will be to assess the good, the bad, the opportunities, and the challenges of your current fundraising program and the complementary marketing and communications efforts. A development audit should cover every aspect of your development or fundraising operation.
Your Development Program Audit will include:
A Fundraising Fitness test, review of organizational fundraising trends based on historical data, and strategic recommendations to enhance this revenue stream.
Interviews with key stakeholders including members of your Board of Directors, staff, volunteers and previous donors.
Analysis of your organization’s current strategic plan, if one exists, with particular attention on the high-level objectives that relate to fundraising and complementary marketing and communications efforts;
Review your organization’s compliance with IRS and state regulations as it relates to charitable fundraising, and share industry-standard best practices with federal and state laws, such as HIPAA and FERPA if applicable;
Review policies, procedures, metrics, and standards, and if these do not exist, provide templates.
And more!
The Conclusion of the Data Gathering Process
We provide a written report that highlights program strengths and opportunities, provides recommendations regarding board member recruitment and governance issues and provides strategies to enhance operational effectiveness.
Additional deliverables include a fundraising forecast based on data and prospects and assistance in creating or revising your annual integrated fundraising and marketing and communications plan.Conclusion
