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Foundation & Development Office Audits

Readiness and Development Office Audits (Assessment)

Readiness and Development Office Audits (Assessment)

The primary goal of a development audit is to evaluate an institution’s preparation for and commitment to a comprehensive philanthropic program. Working in conjunction with your staff and board, THG analyzes your organization’s ability to carry out fundraising initiatives, examines your past fundraising efforts, reviews your organizational structure with emphasis on development functions, and conducts an attitudinal survey among selected community and volunteer leaders. Following the study, THG will make specific recommendations to improve the effectiveness of your organization’s development program. We passionately believe the annual fund is the key to long-term success and sustaining and growing it during this period.

Sample List of Internal Assessment items

Donations

Gift Acceptance Policy
Caging Process (gift tracking process)
Investment Policies
Commemorative Policy
Current Commemorative Commitments
Current Commemorative Opportunities

Leadership

Board Manuals & Bi-laws
Board List & Contact Info
Staff Manuals & Job Descriptions
Employee Policies
Prospective Board & Nominating Process
Strategic Plan

Donors

List of Top 25 Cumulative Donors
Current Donor engagement plan & process
Sampling of Annual Donor profiles
Database overview (number of records, etc.)

Collateral Materials

Past donor appeals
Newsletters
Thank you letters
Pledge Cards
Past case for supports/appeal materials
Annual Reports
Online & electronic options / materials

Crisis Management

Emergency Plan
Contact Information (Staff & Volunteer)
Press Plan

Events

Overview of Events over last 3 years
Purpose
Budget
Return/Outcome
Guest Lists

Let's Work Together

We will work side-by-side with you as a trusted advisor to find unique solutions and opportunities that work for your organization. We customize our counsel around your individual needs, whether you need strategic advice in one particular area or full-service planning and implementation. Our approach is personal. Our services are flexible.