Fund Development Audits
& Assessments

When an organization’s resources and systems operate in synergy with fund development, they become more effective. The benefits are real, the team is supported, and the mission is fulfilled.

We assess internal and external factors; leadership, resources, service delivery, staff, volunteers, operational systems and policies; to identify organizational strengths, opportunities and gaps. We work with you to set benchmarks, identify best practices and create plans that work.


    Our services include:

    • Fund Development Systems and Processes
      • Review and analysis of database systems and related business processes, policies and procedures 
      • Recommendations for improvement 
      • Support for implementation of recommendations  
      • Development of processes, policies, procedures, templates and documentation 
      • Ongoing support and training 
    • Organizational audits, assessments and capacity studies
    • Environmental scans; to analyze market changes; or better understand the competitive environment