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Fundraising Audit - (under $500K annual revenue)
Connect. Strengthen. Grow.
Successful fundraising starts with meaningful connections—but sustaining those relationships and scaling results requires structure, strategy, and the right tools.
The Fundraising Audit gives you a strategic, outsider’s view of your entire fundraising ecosystem. This isn’t just about spotting problems; it’s about identifying untapped opportunities, streamlining your efforts, and ensuring your infrastructure is built for growth.
Whether you're preparing for a campaign or trying to do more with limited resources, this audit helps you raise more - with focus, confidence, and smarter systems.
What’s Included
✔ Fundraising Strategy & Materials Review – evaluation of your current approach, campaigns, and key messaging across donor touchpoints
✔ Donor Data & Giving Trends Analysis – review of contribution history, segmentation, retention patterns, and donor behavior insights
✔ Communications & Donor Journey Evaluation – analysis of donor-facing content, engagement flow, and relationship-building practices
✔ Infrastructure & Technology Scan – assessment of tools, platforms, and systems used to support fundraising efficiency and scalability
✔ Opportunity & Resource Gap Identification – pinpointing areas of underperformance, untapped potential, and process breakdowns
✔ Strategic Roadmap – personalized PDF report with key findings, prioritized recommendations, and actionable next steps
Perfect For:
Small to mid-sized nonprofits
Teams prepping for a capital or year-end campaign
Executive directors who want to see the big picture
Development professionals seeking strategic alignment
Pricing Capital Region, NY:
Standard Audit (under $500K annual revenue): $495
Comprehensive Audit ($500K–$2M): $795
Custom Quotes available for large or multi-program organizations - please email me at
Timeline:
Audit delivered in 10 business days
30 minutes follow-up call scheduled at your convenience
Let’s get your fundraising on track!
Connect. Strengthen. Grow.
Successful fundraising starts with meaningful connections—but sustaining those relationships and scaling results requires structure, strategy, and the right tools.
The Fundraising Audit gives you a strategic, outsider’s view of your entire fundraising ecosystem. This isn’t just about spotting problems; it’s about identifying untapped opportunities, streamlining your efforts, and ensuring your infrastructure is built for growth.
Whether you're preparing for a campaign or trying to do more with limited resources, this audit helps you raise more - with focus, confidence, and smarter systems.
What’s Included
✔ Fundraising Strategy & Materials Review – evaluation of your current approach, campaigns, and key messaging across donor touchpoints
✔ Donor Data & Giving Trends Analysis – review of contribution history, segmentation, retention patterns, and donor behavior insights
✔ Communications & Donor Journey Evaluation – analysis of donor-facing content, engagement flow, and relationship-building practices
✔ Infrastructure & Technology Scan – assessment of tools, platforms, and systems used to support fundraising efficiency and scalability
✔ Opportunity & Resource Gap Identification – pinpointing areas of underperformance, untapped potential, and process breakdowns
✔ Strategic Roadmap – personalized PDF report with key findings, prioritized recommendations, and actionable next steps
Perfect For:
Small to mid-sized nonprofits
Teams prepping for a capital or year-end campaign
Executive directors who want to see the big picture
Development professionals seeking strategic alignment
Pricing Capital Region, NY:
Standard Audit (under $500K annual revenue): $495
Comprehensive Audit ($500K–$2M): $795
Custom Quotes available for large or multi-program organizations - please email me at
Timeline:
Audit delivered in 10 business days
30 minutes follow-up call scheduled at your convenience