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Major Gifts/Planned Gifts

Development Audits and Development Plans

Considering a major fundraising initiative? Has fundraising in recent years been flat? Does a disproportionate share of revenue come from one source? If you answered 'Yes' to any of these questions, maybe it is time to conduct a Development Audit.

The Audit is a great tool to objectively ascertain your organization's potential to compete for charitable dollars. It includes recommendations for strengthening your fund development program.

When conducting an Audit, The Aleph Group, Inc. seeks to answer such questions as:

  • What will help staff be more productive?
  • Can the budget be managed more effectively?
  • Do you need additional human or financial resources?
  • Can the prospect pool be expanded?
  • How can you involve the board more in fundraising?
  • Is there potential for raising more money?

We analyze feedback from interviews with stakeholders and evaluate documents submitted for review. Leadership receives a report with a plan of action that pays dividends for years to come.

Once the Audit is completed, we can also create a Development Plan based on recommendations detailed in the Audit. The Plan seeks to:

  1. Involve the right people (donors, prospects) in the implementation of the plan
  2. Assure attainment of realistic goals and objectives
  3. Assure that staff and volunteers involved are results-oriented
  4. Enhance accountability
  5. Allow for monitoring and adjustment of plans as needed
  6. Help raise money in a more predictable, consistent manner

We work with your volunteers and staff to build understanding and ownership of the plan. Call today 410-484-2373 or e-mail to learn how a development audit and/or plan can strengthen your fundraising efforts.

Copyright © 2009 The Aleph Group, Inc.
2 Ivory Crest Court, Baltimore, MD 21209; (410)484-2373