We know your development challenges are as unique as your organization. CCS Fundraising’s audits and assessments evaluate your current operations, identify opportunities for improvement, and guide you in implementing successful fundraising programs.
With more than 140 audits and assessments last year, CCS brings top-tier expertise that helps nonprofits thrive.
Development Audits
During a development audit, CCS consultants assess your fundraising program from multiple angles. We use both quantitative and qualitative analysis. Areas we investigate may include:
- Your organization’s mission and vision statement
- Previous strategic plans
- Fundraising and programmatic goals
- Internal leadership structure and staffing
- Financials
- Fundraising systems and operational processes
- Annual fundraising performance
- Board leadership and volunteer engagement
- Past campaigns
- Other custom areas, 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 area, and access to a dedicated Gift Planning Team. This team helps partners strengthen their planned giving strategies. Our gift planning assessments uncover insights in the following areas:
- Donor demographics
- Giving histories, preferences, capacities, and interests
- Peer organization comparisons
- Trends in giving and major gift officer activities
- Under-engaged or “new” donor prospects
- Staffing and volunteer needs
- Opportunities for strategic partnership
Interested in learning more about our audits and assessments?
Featured Audits & Assessments Case Studies
James Beard Foundation
Northeast US
CCS worked with the James Beard Foundation to launch their largest campaign to date, update their philanthropic model, and triple the size of their development team in four years.
Park Hill United Methodist Church: A New Culture of Philanthropy
Western US
PHUMC, which had not embarked on a capital campaign in 40 years, engaged CCS for a feasibility study. Our work converted to campaign strategy and activation for the Celebrating Our Legacy, Embracing Our Future campaign, which raised over $1M (30% of goal) during its planning phase.
Vero Beach Museum of Art: World-Class Exhibits and Cultural Leadership
Mid-Atlantic and Southeast US
The Vero Beach Museum of Art’s facilities are insufficient to support its expanding program and membership. The local population is growing, but VBMA lacks the physical integrity to survive in its current state. VBMA engaged CCS to provide a feasibility study and campaign management.
Featured Audits & Assessments Resources
How to Analyze CRM Data: The Hidden Power of Your Database
Unlock the potential of your organization’s CRM and data management techniques to secure long-term fundraising success.
Revitalizing Your Christian Campaign: A Journey to Unprecedented Success
This success story’s lessons will help your Christian organization reinvigorate a stalling campaign.