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Development Audit

The purpose of a development audit is to identify steps you can take that will increase your fundraising revenue.

A development audit looks at an organization's resource devlopment efforts and resources "from soup to nuts" to identify areas of challenge and opportunity. Fundraising never stands alone in an organization. It is part of an integrated whole that works collaboratively.

A Development Audit helps determine whether your organization is meeting the standards of practice required to assure successful fundraising.

A Development Audit is recommended if the organization:

  • Is not satisfied with the results of its annual giving program
  • Would like to increase Board participation in its development program
  • Wants to establish a baseline by which to measure its development program
  • Wants an independent review of how to make the development program more effective
  • Needs to diversify its funding streams
  • Is engaged in a strategic planning process
  • Is preparing to embark on a major capital or endowment campaign
  • Wants to take its program to a higher level

Affinity Resources will conduct on-site visit(s) to meet with the CEO, development staff, key volunteers and/or board members and, if appropriate, donors; to review systems, procedures and policies, identify potential trouble spots and discuss areas of possible improvement.

What is audited?

  • Legal Structure: IRS status, State registration requirements
  • Stewardship & recognition programs
  • Organizational & development planning
  • Internal & external communications
  • Case for support
  • Gift acceptance policies
  • Development operations

Click for more information about a Development Audit

Or Contact Us Now (include the information we should use to contact you) to review your needs:

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