Development Audits and Assessments for Nonprofit Orgs
Development Audits and Assessments for Nonprofit Orgs
Is your fundraising program performing at its full potential?
Convergent Nonprofit Solutions offers development audits that provide a clear, objective assessment of your current fundraising efforts and a strategic roadmap for improving them.
Whether your nonprofit is preparing for a major campaign, facing donor (or as we like to call them, funders or investors) fatigue, or simply wants to grow more efficiently, we’re here to help. Our development audits and assessments identify what’s working, what’s not, and what to do next.
Why Conduct a Development Audit
Development audits provide clarity and direction, making them ideal for organizations that are:
Experiencing stagnant or declining fundraising results
Considering a capital or major gifts campaign
Growing rapidly and seeking scalable systems
Focusing on improving funder relationships and engagement
Aiming to build a culture of philanthropy among staff and board
In Convergent’s development audits, our experienced team evaluates your existing fundraising infrastructure, funder engagement strategies, messaging, and more. We benchmark your performance against best practices to assess where you stand and help you grow with confidence.
Benefits of Development Audits and Assessments for Nonprofits
Diagnose Fundraising Gaps
Pinpoint any underperforming areas of your current strategies and missed fundraising opportunities.
Align Staff and Board Expectations
Ensure your leadership team is aligned with realistic goals and understands their role in your nonprofit’s fundraising success.
Prepare for Future Growth
Leverage your development audit to get a quick first assessment of your nonprofit’s readiness for a capital campaign or major fundraising initiative before you launch a feasibility study.
Build a Stronger Case for Investment
Identify the best ways to communicate your organization’s impact and increase funder confidence.
Convergent’s audits go beyond surface-level reviews. We dive deep into your fundraising operations, materials, systems, and stakeholder engagement practices.
Our customized development audit and assessment service includes:
Review of fundraising goals, plans, strategies, and historical performance
Evaluation of nonprofit staff structure and responsibilities
Analysis of funder data, retention, and segmentation
Assessment of marketing and communication tools
Feedback from key internal and external stakeholders
Recommendations and prioritized action steps
Our development audits culminate in a detailed report with strategic insights, presented in a format you can share with staff, board members, or funders to build alignment and fundraising momentum.
Unlock Your Full Fundraising Potential with Convergent’s Development Audits
Let’s uncover areas of improvement and missed revenue opportunities together.
Fill out the form below to connect with our team, schedule a development audit, and take the first step toward a more effective, investor-focused approach to fundraising.
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Testimonials
Andrew Keenan
“The fact that Convergent could make the ask was huge. Working with our director and joining solicitations made me a better fundraiser – that was the right formula for us. Moving forward I feel much more confident in making asks and telling our story, and that is going to make us more sustainable in the long run.”
Andrew Keenan, Executive Director Callanwolde Fine Arts Center | Atlanta, GA
Lisa Zaken
“In the span of six short months, our Board went from being nervous about the initial campaign investment to being ecstatic with the attainment of our goal, and our subsequent stretch goal! Convergent can do it like no other. Their system is rigorous and extremely effective. We have nothing but great things to say about this organization!”
Lisa Zaken, President & CEO Leadership Gwinnett | Duluth, GA
Dion Davis
“The strategy and support offered by Convergent helped our Board expand its vision for the Foundation, which in turn helped to refocus and redefine our organization's impact in our community. The methodology behind their capital campaign process not only helps to raise more money in the immediate, but it also builds best practices for long-term investor relations and lays groundwork for the success of future funding initiatives.”
Dion Davis, Former Executive Director Jekyll Island Foundation | Jekyll Island, GA
Robin Mauck
“Working with Convergent has been a pleasure all the way around. Their approach is customized to your organization and their expertise is unmatched in the field. The Convergent team immersed themselves in our process, culture, and goals to provide exceptional value during our campaign. They truly walk alongside you every step of the way!”
Robin Mauck, Executive Director Obria Medical Clinics Gwinnett | Lawrenceville, GA
Aimee Hall
“I loved working with Convergent. I never could have done what Convergent did. If you want to run a successful campaign, you need to bring in that expertise. Thanks to their help, our capital campaign really took us to the next level within our community.”
Aimee Hall, Executive Director Safe Homes Domestic Violence Center | Augusta, GA
Phillip Aldridge
“I wanted to thank everyone from the Convergent team who assisted in our campaign. Of the varying ways the campaign’s success may be measured, I count it a blessing that we achieved what we did. Not just the funds committed but the contacts made, the level of exposure reached, and ultimately, what the funds and exposure mean in terms of how many more we now serve as a result. My thanks is in recognition and appreciation for Convergent serving as our fundraising counsel and for the patience and professionalism demonstrated throughout the campaign. You were a godsend for Valley Healthcare!”
Phillip Aldridge, Board Chair Valley Healthcare System | Colombus, GA
Jeff Taylor
“Early in our campaign feasibility study it became apparent that we lacked the Asking Rights necessary to conduct a capital campaign. As a result, Convergent’s knowledgeable consultants prepared an extensive plan of action that is a road map for growing our awareness and philanthropy. A successful capital campaign will be possible in the near future. Their entrepreneurial approach will definitely get you where you want to go.”
Jeff Taylor, CEO MedCura Health, formerly Oakhurst Medical Center | Stone Mountain, GA
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