We know your development challenges are as unique as your organization. CCS’s audits and assessments help you evaluate your current operations, identify potential opportunities for improvement, and provide a clear path towards implementing successful fundraising programs.

Learn more about CCS development audits and gift planning assessments here:

Development Audits

During a development audit, CCS consultants can assess your fundraising program from a number of angles using both quantitative and qualitative analysis. Areas we investigate can include:

  • Your organization’s mission and vision statement
  • Prior strategic plans
  • Goals
  • Internal leadership and staffing
  • Financials
  • Systems and processes
  • Annual fundraising
  • External leadership and volunteers
  • Previous campaigns
  • Other audits, tailored to your organization’s priorities

gift planning assessments

Planned giving has become an increasingly central focus for many nonprofit development teams. CCS Fundraising experts have deep expertise in this space, and access to a dedicated Gift Planning Team, to help guide our partners in enhancing their planned giving strategies. Our gift planning assessments discern the following:

  • Donor demographics
  • Giving histories, preferences, capacities, and interests
  • Peer comparisons
  • Trends in giving and related major gift officer activities
  • Under-engaged or “new” prospects
  • Staff and volunteer needs
  • Partnership opportunities

Interested in learning more about CCS audits and assessments?

Related Resources

Publication

AI in Fundraising

May 20, 2024

Elevate your nonprofit’s fundraising strategies with artificial intelligence (AI)! CCS’s newest thought leadership provides valuable insights, strategies, and tools to propel your organization and achieve unprecedented mission success.

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Optimize Major Gift Portfolios Using Predictive Modeling Scores

May 30, 2024

Major gift portfolios determine where relationship managers will spend their time and energy. So, how can nonprofits ensure they’re focusing on the right donors?

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Your Guide to Increasing and Diversifying Your Nonprofit’s Fundraising Revenue

April 19, 2024

Today’s nonprofits need to increase and diversify their revenue streams for sustainability. This article will help you learn how to make the most of your fundraising efforts.