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Fundraising Audits 101: Assessing Readiness, Strengthening Strategy, and Preparing for Growth (Rick Kress and Laura Tomassi-Miller)

A fundraising audit is often the most effective-yet most overlooked-tool for strengthening development programs and preparing organizations for future growth. This session introduces the fundraising audit as a powerful diagnostic tool for evaluating development performance, identifying gaps, and setting realistic growth strategies. Participants will learn what to review, which stakeholders should be involved, and which metrics truly matter. Presenters will discuss the role of consultants in conducting audits, including when an external perspective adds value over an internal review. The session will conclude with an anonymized case study from a recent audit, highlighting common findings, strategic recommendations, and how audit results can serve as a smart precursor to campaign planning.