Development Audits

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Preparing and Assessing Your Resources

During a development audit, Bentz Whaley Flessner fundraising consultants review your institution’s past and current fundraising, alumni relations, and external communication programs; make recommendations to improve your fundraising program results; and work with you to implement proven philanthropic strategies.

Our audit process involves an assessment of your institution’s:

• Mission, strategic planning, and advancement plans.
• Staff personnel, training, and cohesiveness.
• Major gift giving, planned giving, annual giving, prospect development, alumni relations, information systems, donor relations/donor stewardship, volunteer involvement, and external communications programs.
• Availability and use of volunteer leadership.

During the audit we use our leading-edge DonorCast Analytics to analyze your donors’ behavior and predict your organization’s future fundraising potential. Through our knowledge of best practices, Bentz Whaley Flessner philanthropy experts benchmark your fundraising program structures and performance against those of peer institutions.

Frequently Asked Questions
When should you request an audit?
What, specifically, is examined during a Bentz Whaley Flessner audit?

Turn to the philanthropy experts at Bentz Whaley Flessner to assess your fundraising resources.