6 Simple Steps To Your Annual Fundraising Audit

Preparing for the end of year is stressful. Executing your end of your strategy can be even more challenging. We get it. No matter what, 2019 will be here before you know it, and the beginning of the calendar year is a great time to audit your annual fundraising performance.

I know, it’s year-end and all your focus is on year-end fundraising!

But the year will end, and you will need to do an audit of your program. So no better time than now to share these six simple steps to creating your Annual Fundraising Audit. It doesn’t have to be hard or take that much time. And it doesn’t even have to cost anything.

At Fundraising Report Card, we’re here to help … so let’s keep this short and sweet, and actionable.

Six Simple Steps to your Audit

  1. Start with the 5 most important metrics
    • Overall growth in total dollars and donors
    • Donor Lifetime Value (five years or more)
    • New donors acquired and lapsed donors
    • Average donation amounts
    • Donor and donation retention rates
  2. Do some benchmarking to see where you stand
  3. Reflect on what worked and what didn’t work
  4. How can you do more of what worked? List your top three.
  5. How can you fix what didn’t work? List your top three.
  6. Set your strategies for success in the coming year!

At the end of your audit you should have a clear understanding of where you are, where you want to be, and how you plan to get there. It really can, and should be that simple and we have all of the dashboard analysis covered for you here at Fundraising Report Card.

Learn more

Want more detail on how to conduct your own audit? Check out this post by our own Zach Shefka at DIY Fundraising Audit.

January Webinar

We are planning a January Webinar on Annual Fundraising Audits, but we want to make sure that’s what you want to learn about. Do me a favor, and answer this one question poll below:

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