Advancement Audit
A comprehensive Advancement Audit identifies the strengths and weaknesses of an organization’s fundraising department. A specialized discovery process allows CampaignCounsel.org to make recommendations that will streamline fundraising efforts, improve data management systems and communication efforts, reduce inefficiencies, and position an organization for even greater future fundraising success.
The services provided during the Advancement Audit include:
Interviews of key staff, board members, volunteers and donors to intimately learn about the organization’s fundraising processes.
Analysis of fundraising materials and databases to identify opportunities for communication synergy and data hygiene.
Development of a final report that reveals findings and related recommendations to grow the fundraising program, streamline processes, enhance messaging, and identify new donors.
Training of essential staff and volunteers on proper solicitation, donor stewardship, and data management.
If applicable, preparation of the organization for a Campaign Planning Study and Capital Campaign.