Bentz Whaley Flessner

Development Audits

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
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Bentz Whaley Flessner has a long and innovative history in meeting the unique needs and opportunities of research universities, colleges and other centers of learning.  We understand the importance of educational institutions for the future of our world.  It is our honor to provide the best counsel and service to forward your important mission.

We will cater our Development Audits to meet your specific expectations.  Our goal as your partner is to understand you and work with you to achieve your success.  To learn more about our team of educational development professionals devoted to helping you transform philanthropy.

For our Healthcare clients, we understand the varying organizational structures and giving motivations of these unique constituencies.  Whether funding critical research, providing for the care of patients, or building and maintaining the centers that make it all possible, Bentz Whaley Flessner is committed to meeting and exceeding your unique expectations.

We will cater our Development Audits to meet your specific goals.  Our goal as your partner is to understand you and work with you to achieve your success.  To learn more about our team of healthcare development professionals devoted to helping you transform philanthropy.

Whether your organization protects our planet, provides cultural enrichment, or provides for those less fortunate, charities in the service of our community are the gems of the philanthropic landscape.  Giving is critical for the advancement of our society.  And, each project you do makes this world a better place.  We sincerely appreciate every opportunity to serve you as you serve all of us.

We will cater our Development Audits to meet your specific expectations.  Our goal as your partner is to understand you and work with you to achieve your success. To learn more about our team professionals devoted to helping you transform philanthropy.