• Fund development plan
  1. Case for support
  2. Program case statements
  3. Budget
  4. Moves management
  5. Donor contact matrix
  6. Annual report
  7. Donor demographic/geographic profiles
  8. Acquisition and attrition matrix
  9. Annual campaign
  10. Response rates
  11. Average gift
  12. Appeal segmentation
  13. Major gift campaign
  14. Program defined case
  15. Gift range charts based on pro forma
  16. Conversion rate to planned gifts
  17. Wealth screen

According to Giving USA 72% of all gifts made to non-profits in the USA came from Individuals - are you doing all you can to effectively cultivate, solicit and steward your donors?

Sustainable Development Solutions will review the following during your audit: 

  • Revenue stream

  1. Grants
  2. Fee for service
  3. Private donations
  4. Major gifts
  5. Planned gifts
  6. Bequests


  • Internal/External review
  1. SWOT
  2. Budget
  3. Marketing plan
  4. Fund development plan
  5. Interviews


  • Bench marking of peers
  1. 990’s
  2. Annual reports
  3. National Center for Charitable Statistics
  4. Charity Navigator
  5. Collateral materials


  • Donor base
  1. Data base technology
  2. Contact frequency