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Fundraising Audit - Comprehensive ($500K - $2M 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:
Standard Audit (under $500K annual revenue): $495
Comprehensive Audit ($500K–$2M annual revenue): $795
Custom Quotes available for large or multi-program organizations - please email me at dagmar@dagmartrippen.com.
Timeline:
Audit delivered in 10 business days
30 minutes follow-up call scheduled at your convenience
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:
Standard Audit (under $500K annual revenue): $495
Comprehensive Audit ($500K–$2M annual revenue): $795
Custom Quotes available for large or multi-program organizations - please email me at dagmar@dagmartrippen.com.
Timeline:
Audit delivered in 10 business days
30 minutes follow-up call scheduled at your convenience