Annual Fund Audit

A Comprehensive Assessment

The annual fund audit is a systematic examination of all aspects of an annual fund program asking these general questions:

  • What are your fundraising goals and needs?
  • How are they set? How do you know they are realistic?
  • What is being done to achieve them?
  • Why is it being done that way?
  • How successful is the program?
  • Who supports the organization? Why, to what extent?
  • What are the obstacles and challenges?
  • How could it be done better?

The assessment operates between two questions:

  • What is known to work in annual fund raising?
  • What works here?

The audit examines:

  • Profile of donor support base
  • Case for support
  • Organizational strategic plans
  • Fundraising strategies and plans
  • Donor base analysis and use
  • Methods of solicitation and results of each method
  • Management reporting
  • Donor services
  • Communications

Setting the foundation with a candid assessment