How is our audit different?

Our strategies are driven by data on how your major donors are performing year to year.  Before we engage in a relationship with a client we conduct a full audit of your major gift program.  We provide this service at no cost.

Having conducted scores of these audits over the years, we find a similar disturbing pattern with most Major Donor programs: more than half of the best donors to the charity are simply going away undetected.  This reflects a lack of one-to-one cultivation and relationship management year over year.  The chart below is an example of what we mean:

Scenario 1

Scenario 2

While the bottom line numbers above might seem fine (a 21.09% increase in revenue from $10,000+ donors), when we take a look at what is really going on we find that that new donor revenue ($11 million+) is covering up millions of dollars that have been lost ($7.86 million) from old donors departing the scene. This is where we focus—on the current donor, not the actual overall revenue.  And when you focus on the donor and work to serve and satisfy them the revenue goes up dramatically.

Once we have conducted an audit of your program, we will make strategic recommendations on what is needed to move your program forward.

Should you choose to work with us, our first priority will be to develop an engagement plan with critical dates and expected outcomes plotted on a clear roadmap.  Our primary goal is to stop your major donors from leaving you while we delight you with our service. At the very least, let us look at your data and see where there are opportunities.

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