Authentic, Data-Driven Fundraising Consulting

Audits & Assessments

A fresh look to help you build fundraising capacity

Assessment

Build your fundraising capacity

Getting an outside perspective to help you plan for the future of your fundraising program can be crucial. Our team has helped hundreds of organizations of all sizes to take their annual, leadership, major, and planned giving programs to the next level.

We believe that fundraising strategy requires attention to your organization’s mission, history, and culture. And, while most fundraising acceleration will require you to invest new resources to meet your goals, it’s crucial that those resources be used wisely.

Our comprehensive approach through several audit or assessment options keeps these key principles at the forefront, helping you accelerate your donor outreach in a strategic way.

An audit or assessment can help answer these key questions:

  • How do others see your nonprofit organization?
  • Do key volunteers, board members, staff, and donors share a common vision?
  • Is your community knowledgeable about your accomplishments?
  • What are the strengths and challenges of your development program?
  • How are your appeals and solicitations performing?
  • Does this match what you know about your donors’ capacity and engagement?
  • Are your systems, structures and staffing optimized for the work?
  • What can you do—both short-term and long-term—to increase your program’s effectiveness and maximize fundraising results?

Two core options to evaluate your fundraising program:

  • philanthropic assessment allows your organization to see itself as others do. We seek active feedback from your key constituents on your mission, impact, reputation, and the donor experience. This analysis identifies critical issues likely to help or hinder your fundraising efforts and provides a solid strategic base for timely fundraising success. 

 

  • development audit presents an objective overview of your current fundraising efforts and offers recommendations for enhancing strategies, systems, tactics, and performance. During the audit, JGA consultants will hold discussions with your advancement or development team. Consultants will also complete a thorough quantitative analysis of internal data that examines your cost to raise a dollar, return on investment, and other benchmarks to determine how effectively your resources are being used. 
Development Audits & Assessments

Resources

Download the 2025 JGA Impact Report - See how we're empowering generosity and helping our clients fundraise smarter.