It has been an extraordinary few months; we’ve all faced challenges we never imagined. Through all this, the philanthropic landscape shifted, often daily, and your organization has been working tirelessly to meet these new challenges.
But now, as you prepare for an uncertain 2021, you need to decide what’s working, what isn’t, and where can you or should you shift your focus to continue to meet your mission.
That’s where an independent Development Department Audit comes in.
A Development Department Audit is an objective assessment of your nonprofit’s current fundraising programs and systems to identify strengths and areas for improvement. Your program’s aspects are reviewed, including donor communications, cultivation, stewardship, and use of your donor management system.
A good audit looks at your organization holistically, including in its review:
- Organizational Structure
- Fundraising Systems, Historical Performance, and Procedures
- Your Board’s Role
- Staff Roles
- Cultivation and Stewardship
- Donor Communications
Whether you’re looking to develop a baseline for your programs, are gearing up for a new initiative, or just looking to adjust in these changing times, now is always a good time to start an audit!
We can help!
For more than 20 years, I’ve specialized in parachuting into new organizations and communities and hit the ground running with a primary focus on cultural competency. My proven ability to quickly understand the needs, values, and culture of an organization and the community it serves, and then turn that knowledge into action, has resulted in organizational growth and success. I’ve scaled organizations amid natural disasters, leading them through systemic change, and assessed and restructured development programs quickly and efficiently under tight deadlines.
Most importantly, I’ve done all of this as a mission-driven leader grounded in empathy and equity – working tirelessly to tap into customer and client needs. My focus on innovative approaches has positioned organizations to succeed – from new and innovative development programs to strategic growth and programmatic adjustments.
I’ll work with your team to provide a full assessment, identify areas of improvement, and suggest adjustments to your program to help you achieve your mission. Contact us today at david@kaplanstrategic.com to start a conversation!