Do you need a review or audit of your fundraising?
A fundraising review:
- Is a tool to inform your developing fundraising strategy
- Draws on the experiences of other charities
- Is tailored towards your individual needs
- Is based on your existing strengths.
A fundraising review is not:
- A sign of failure
- An extravagance
- An ‘instant fix’
- A stick with which to beat existing staff
And a well-run audit is:
- Cost effective
What might prompt an audit?
- A change in fundraising staff
- You need to increase your income
- You are taking on a new challenge
- You feel that there are missed opportunities
- You want to explore one or more potential income streams
- A belief that existing fundraising is not as cost-effective as it might be.
Who could be involved?
- Ideally both staff and trustees
- Your chief executive officer
- Key fundraising staff
- Supporters and leaders (patrons; appeals committees).