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D
evelopment Audits

A development audit is an internal review that helps you evaluate the current status of your fund-raising program against its potential for success. This in-depth review helps you “take the pulse” of your development program and assesses its effectiveness to date.
Before the development audit, a review of the following items is completed:
 ♦   Past performance
  ♦   Organization charts and procedures
  ♦   Job descriptions
  ♦   Past staff and board activities
Before the development audit, a review of the following items is completed:
 ♦   Existing programs
  ♦   Vision, mission and short and long-term goals
  ♦   Results of major gifts, general gifts and annual support programs
  ♦   Strategic planning for research, cultivation, public awareness, planned giving and grants
  ♦   Activities and accomplishments
  ♦   Attitudes and knowledge
  ♦   Budgets
After the development audit, a final report is written to include:
 ♦   Interviewees’ responses
  ♦   The process
  ♦   Specific findings
  ♦   Conclusions
  ♦   Recommendations
The Development Audit report becomes a guide for program changes, initiatives, leadership, budgeting, evaluation, staffing, and the management, training and motivation of volunteers.