Fund Development Audits and 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 more often fulfilled.

We will assess internal and external factors such as leadership, resources, service delivery, staff, volunteers, operational systems and policies to identify organizational strengths, opportunities and gaps. Then, we will work with you to set benchmarks, identify best practices and create feasible plans for improvement.

Our services include:

  • Fund Development Systems and Processes
    • Review and analysis of current database system 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