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Internal Assessments and 

Fundraising Audits

ACHEIVE YOUR GOALS

What does your development portfolio currently look like? Do you rely on the same few annual events and donors to keep you afloat every year? Has your fundraising operation plateaued? 

 

We have a dedicated financial expert on staff, and we work with your organization to tailor a fundraising strategy that is unique to your mission, donors, and organizational history.

Fundraising Audits include the following:

  • Database assessment 

    • New Standard Operating Procedures for data entry​

    • Training on how to pull and analyze data 

    • Training on financial storytelling

  • SWOT Analysis

  • Analysis of important fundraising metrics

    • Major Gift threshhold 

    • Donor retention and attrition rates​

    • Lapsed Donor/ Churn Rate

    • Donor Lifetime Value

    • Donor Acquisition Costs 

    • Fundraising ROI and Cost-per-dollar-raised (CPDR)

    • Donor Conversion Rate

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