Form cover
Page 1 of 2

Fundraising Audit

How strong is your fundraising audit practice? This short, evidence-based self-assessment scores your organisation against fundraising standards, shows where your biggest gaps are, and puts the most useful fixes first.
It takes about 10 minutes. Every question is optional, and the more you can share, especially real numbers and documents, the more accurate your result.

Does your NGO have a current written fundraising plan that covers all three of the components above?

Does your NGO have a current written fundraising plan that covers all three of the components above?
A
B
C
D
E

Does your fundraising plan explicitly restate the organisational vision and mission, and link fundraising objectives to what programmes those funds will support?

Does your fundraising plan explicitly restate the organisational vision and mission, and link fundraising objectives to what programmes those funds will support?
A
B
C
D
E

Does your NGO conduct a structured analysis of the external environment (PESTLE or equivalent) as part of each planning cycle?

Does your NGO conduct a structured analysis of the external environment (PESTLE or equivalent) as part of each planning cycle?
A
B
C
D
E

Does your NGO conduct a structured analysis of how similar or competitor organisations fundraise?

Does your NGO conduct a structured analysis of how similar or competitor organisations fundraise?
A
B
C
D
E

Does your NGO actively participate in sector professional networks (e.g. AFP, CASE, AHP, or national equivalents) and use these as a source of intelligence for planning?

Does your NGO actively participate in sector professional networks (e.g. AFP, CASE, AHP, or national equivalents) and use these as a source of intelligence for planning?
A
B
C
D
E

How well documented is your understanding of your major donor segments across these four dimensions?

How well documented is your understanding of your major donor segments across these four dimensions?
A
B
C
D
E

Does your NGO review the revenues and costs of each fundraising activity at each planning cycle?

Does your NGO review the revenues and costs of each fundraising activity at each planning cycle?
A
B
C
D
E

Does your NGO periodically review the operational processes supporting fundraising, donation handling, donor communications, data management, and team structure?

Does your NGO periodically review the operational processes supporting fundraising, donation handling, donor communications, data management, and team structure?
A
B
C
D
E

Does your NGO use any structured framework to evaluate its mix of fundraising activities and decide which to invest in, maintain, or stop?

Does your NGO use any structured framework to evaluate its mix of fundraising activities and decide which to invest in, maintain, or stop?
A
B
C
D
E

Does your NGO calculate cost-per-dollar-raised (or equivalent cost-effectiveness measure) for each fundraising activity?

Does your NGO calculate cost-per-dollar-raised (or equivalent cost-effectiveness measure) for each fundraising activity?
A
B
C
D
E

Does your NGO calculate and monitor its overall cost of fundraising as a proportion of total income raised, and does this inform decisions?

Does your NGO calculate and monitor its overall cost of fundraising as a proportion of total income raised, and does this inform decisions?
A
B
C
D
E

Does your NGO produce a SWOT (or equivalent synthesis) from its planning audit, and how well does it meet these quality criteria?

Does your NGO produce a SWOT (or equivalent synthesis) from its planning audit, and how well does it meet these quality criteria?
A
B
C
D
E

Suggested uploads

These are optional. If you can share a few, we can check your answers against real evidence and give you a sharper, more useful result:

• Current written fundraising plan document (or development plan)
• Evidence of the date of most recent plan review/renewal
• Indication of who approved it (board, executive director, etc.)
• PESTLE or equivalent environmental analysis document from most recent planning cycle
• List of sources consulted (sector reports, practitioner publications, etc.)
• Any documented competitor or peer benchmarking analysis
• Evidence of membership or active participation in sector professional bodies
• Donor segment profiles or supporter analysis documents
• Any primary research (surveys, interviews) with donors about motivations and preferences
• Evidence that segment data is used in communication planning or strategy documents
• Internal fundraising performance report from most recent planning cycle
• Any documentation of process reviews or team structure reviews
• Any portfolio or activity-mix analysis document
• Evidence of a decision to discontinue, scale up, or introduce a fundraising activity based on structured analysis
• Financial report showing income and costs by fundraising activity for most recent year
• Any comparison against sector benchmarks (FEP, AHP, Blackbaud, or equivalent)
• Most recent SWOT analysis document
• Evidence of how SWOT findings were used to set planning objectives

Upload any of these documents (optional). You can add several files.

A little context

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?
A
B
C
D

Where do you keep the relevant records?

Where do you keep the relevant records?
A
B
C
D
E

Anything outside your control that recently affected this area? For example a crisis, a funder leaving, or a sector shock.

This is a demo of the tool. If you have any feedback on it, we would appreciate hearing it.