Audit and Assessment


Building Capacity Begins Here

Is fundraising not working for you? Do you have a complete Strategic Plan for fund development? How about Philanthropy? Is there a difference?

Performing a thorough Audit and Assessment of a client’s capacity and capabilities in Philanthropy and Fund Development is a critical foundation for developing the strategy, plan, and approach to raising more donors and more funds.  As a company that focuses on root cause analysis, Audit and Assessments play a role in all of our client work. The depth, breadth, and intensity of the assessment is differentiated only by the problem you are trying to fix.  

Regardless of size, our Audit and Assessments follow a similar format, formula, and scope: 

  • Collect Data on specific points
  • Assess and Review Findings
  • Provide Recommendations on Strategic Imperatives for Change

We conduct an internal and external assessment of the client’s organization and operations in any local, regional, or state offices, to determine opportunities, gaps, and other threats to building and managing a premier program. We are researching to identify, collect, and review data that pertains to your needs:

  • Organizational Structure
  • Operational Strategies
  • Systems and Data management
  • Financial Health
  • Position in the Marketplace
  • Opportunities and Gaps for Improved funding, new program development, strengthened board leadership
  • Imperatives for improvements to meet project goals

To learn more about our services and how we can help your nonprofit needs, schedule a discussion with one of our experts today!