Audits, Assessments & Growth Plans
Uncovering opportunities that make all the difference.
By combining rigorous data analysis, candid constituent feedback, and peer benchmarking, we help you focus resources where they will have the greatest effect and make strategic decisions that create lasting value.
Our Impact
Last year, CCS conducted 140 audits, assessments and growth plans.
Development Audits
Energizing your fundraising performance starts with a thorough look at every part of your operation. Development audits examine strategy and structure (mission alignment, strategic priorities, leadership and staff organization), resources and systems (budget, financial processes, technology, annual results), and community engagement (board and volunteer involvement, past campaigns, and other areas unique to your organization). The result is a clear view of what’s working, what could be stronger, and where to focus next.
Growth Plans
When you need to accelerate your fundraising performance to meet bold new revenue goals, a growth plan provides a clear path from today’s capacity to tomorrow’s ambition. Growth plans help you identify the internal investments and infrastructure needed to support that growth, and determine the most effective levers—such as fundraising strategies, revenue diversification, or increased capacities—to reach and surpass strategic priorities. The result is a tailored roadmap that bridges current and future state, enabling you to scale efficiently, sustainably, and at a pace aligned with your long‑term vision.
Gift Planning Assessment
Planned giving thrives when you know where programs can be strengthened and how donor relationships can be deepened. We review giving histories, analyze and identify emerging prospects, and explore potential partnerships to uncover untapped sources of support. The result: a clear roadmap to expand planned giving and secure reliable, enduring resources.
Pacific Chorale
“Through CCS’s partnership, we have been able to reimagine donor engagement and proactively pursue growth opportunities, even amid lean funding conditions. Their strategic guidance and analytical rigor helped us refine our vision, reengage past supporters, and establish a foundation for transformational philanthropy.”
The CCS perspective
on audits and assessments
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.
Optimize Major Gift Portfolios Using Predictive Modeling Scores
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?
Your Guide to Finding, Engaging, and Retaining the Next Donor Generation
The future of philanthropy revolves around engaging our next generation of donors—Generation Z and Millennials. Understanding how to attract, retain, and grow your young professional pipeline will ensure long-term sustainability for your organization.
