One hour pre-audit virtual meeting to identify goals, focus, and desired outcomes.
Comprehensive data quality and hygiene analysis including name fields, address, phone, email, etc.
Full suite of donor giving history analysis – average/median giving, yearover-year analysis, upgrades/downgrades, donor retention, 2nd Gift and multiyear analysis, Lifetime Value, etc.
Customized recommendations for improving data quality and hygiene, donor trend analysis, best prospect analysis, donor engagement recommendations.
Onehour virtual consulting meeting to review results, recommendations and applications towards goal.
One presentation of executive summary of findings to organizational leadership and/or board of directors or fundraising committee.
Access to consultative coaching on using the audit for a period of 2 months following the audit (an additional 5 hours of consultative access, coaching, additional analysis as needed).