Fundraising Audits

Do you have a good base of donors but are not sure how and who to focus on engaging so they can take their giving to the next level? Do you need help improving your donor retention efforts? Through our Fundraising Audit, we provide actionable analysis and guidance that empowers you to raise more money. We analyze your data to identify which donors to target and when is the best time to make an ask. We provide advice to help you turn insight into action that will increase your revenue and donor retention.


Each Fundraising Audit includes:

  • Custom fundraising action plan

  • Results review and quarterly strategy session

  • A detailed plan calculating the bottom-line impact

  • An actual list of your donors that are in our recommendations