Program Audits

Program audits that pinpoint opportunities
It’s hard to see the forest when you’re deep in donor activity. Which is why we’re often brought in by clients to provide an objective overview and informed evaluation of their programs. We’ll pinpoint areas to improve, identify changing trends, and reveal opportunities for you that had been hidden before.
Our audits include an on-site visit, interviews with your staff, a review of the demographic and economic factors of your service area, and if warranted, interviews with outside stakeholders and community opinion leaders. We examine all aspects of your development program, not only those that are revenue generating, but also the cultivation and communication activities that help generate donor loyalty and longevity . The quantitative portion of the audit combines special analytical tools with donor history from your database. We pay special attention to top line indicators such as growth in revenue and donors, expenses, giving levels, participation and donor loyalty.
Information you can act on
Our final audit report provides you with the information you need to make smart decisions. It is loaded with recommendations you can implement now as well as long-term development opportunities for your organization. Many include a fundraising plan and the initiatives that will make your plan succeed. Time and again, our clients have found that our Program Audit pays for itself, through improvements in donor activity, staff productivity and organizational efficiency.
