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SERVICES > Development Audits and Assessments
Objective: Objectively assesses the operations, procedures, personnel,
finances, structure, communication, fundraising activity, strategic plan
and support systems of an organization. Careful analysis of the
assessment identifies current strengths and recommended opportunities
for improvement.
Elements of the Service
- Interview key institution's personnel—staff, board and administration
- Examine the collateral and support printed material of the organization and its activities
- Evaluate the development staff and board structure
- Evaluate the record keeping and recognition material of the organization and its activities
- Review and analyze dollars raised versus fundraising expenses
- Evaluate job descriptions and organizational charts
- Discuss/review the strategic and annual planning process for the fundraising organization
- Benchmarking including but not limited to fundraising visits, costs, number of gifts and expenses
Expected Outcome
A written and verbal report will be delivered with the analysis and
recommendations. The report is comprehensive in evaluating all areas,
but will focus on recommendations for change and improvement in
operations and structure. Those recommendations would take into
account budgetary and practical issues with which the organization is
contending. The local environment varies for each organization and
community which influences the recommended course of action.
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