Fundraising Audit

fundraising audit 1

The Fundraising Audit helps you to increase your income, cut fundraising costs – and even implement new income streams

The Fundraising Audit is a governance tool that systematically goes through your charity’s fundraising and marketing environment with the aim of introducing more effective and efficient strategies that lead to continuous revenue improvement.  It’s adapted from the PQASSO quality assurance system designed especially for the charity sector.

The Audit assesses each aspect of your fundraising for strengths, weaknesses, opportunities and threats, helping you to:

  • Identify and eliminate risks which could harm your fundraising
  • Build NEW income streams
  • Grow existing income streams
  • Acquire MORE donors
  • OPTIONAL: Fundraising Strategy + Action Plan (to help you plan, implement and manage changes)

The Audit systematically analyses the 8 critical aspects of your fundraising operation, assessing what’s being done well already, and can be built upon, and what could be improved. 

Data from the analysis forms the platform on which we build your Fundraising Strategy and Action Plan. These tools are unique to your own particular charity’s individual circumstances. They take the analytical stuff and turn it into clear, simple and practical ‘road maps’ that show you how to get from where you are now, to where you want to be with your fundraising. 

The 8 Aspects

Case for support

Communications (donor/prospect-centred)

Legal requirements


Return-on-investment (ROI)

Resources (internal/external)

Training and learning

Monitoring and evaluation 

Each aspect is examined as part of a six-stage fundraising analysis (below).  The analysis pinpoints the key threats and opportunities your fundraising programme faces, allowing you to take the necessary actions needed to generate more funds, more cheaply and more quickly. 

6-Step Analysis

STEP 1 – Environmental Analysis

Takes into account social, economic, technical, political and legal considerations that could directly impact on your organisation, for good or for bad.  Long-term stability and income growth begin with counteracting threats to your charity, and seizing opportunities to raise more revenue to fund your organisation’s work.

STEP 2 – Return-on-Investment (ROI) Analysis

ROI is a simple ratio which shows what amount of funds is raised, with every pound your charity spends on fundraising.  ROI can be boosted by improving two key variables: Effectiveness and Efficiency.

For instance, Effectiveness – which is linked to performance – could be improved by changing or adding a new marketing medium, technique or target audience to your fundraising mix.  Efficiency on the other hand is linked to cost.  The less you pay for your fundraising activities, the more money you will raise overall and have available to spend on your charitable programmes.

STEP 3 – Bench-marking Analysis 

Involves an in-depth look at your fundraising environment to establish key marketing bench-marking data, known as Key Performance Indicators (KPIs).  There are three types of benchmark:

Aspirational” – performance of leading charities.  “Competitor” – performance of closest charity competitors.  “Historical” – your past or present performance.

STEP 4 – Marketing Analysis

This analysis looks at what aspects of marketing matter most when we want to raise money for charities:

There is no more important “hierarchy” in fundraising than the “Target AudienceMarketing MediaTimingOffer – Copy and Design” framework.  When you understand which of these elements carry most weight – and you know where most of your emphasis ought to be placed – you can then focus your time and resources on the areas of your fundraising which create most impact, at the lowest possible cost.

STEP 5 – Donor Needs Analysis

It’s no secret that knowledge of your most loyal donors enables you to target mailing lists and online audiences by ‘matching’ key characteristics (profiling).  But what’s less commonly used is Needs Analysis – an approach which identifies key motivations – i.e. reasons why people support a cause or charity.

Aligning your fundraising “offer” to your prospects’ and existing donors’ deepest motivations for support bring about impressive results in your Direct Mail, Email and Social Media campaigns – as well as boosting retention levels.

STEP 6 – Skills Gap Analysis

This assessment can often deliver a ‘reality check’ to all involved.  It determines what man-power and skills are required to execute your fundraising goals.  Come up short on man-power or special skill-set requirements, and the odds of implementing those goals on time, or at all, diminish rapidly.

Help creating and executing your Fundraising Strategy

The Audit helps you to establish clear, achievable fundraising objectives (goals) and tactics.  This is our Silver Service and is a prerequisite for an effective and efficient Fundraising Strategy – the top-level management tool that’s critical for achieving steady, dependable revenue growth.

Because many good fundraising strategies fall down at the implementation stage, we offer a tailored Action Plan (a step-by-step implementation schedule) to help you navigate your way successfully through each stage of your Fundraising Strategy.  You get all this with our Gold Service.

We can provide hands-on Implementation Support to bed in your Strategy too.  This can be done for you onsite, remotely via email and telephone, or a combination of the two.  We call this our Platinum Service, and includes the Audit, Fundraising Strategy and Action Plan.

Silver Service

  • Fundraising Audit

Gold Service 

  • Fundraising Audit / Strategy / Action Plan

Platinum Service

  • Fundraising Audit / Strategy / Action Plan / Implementation

Fair Pricing Policy
Fees are linked to your organisation’s turnover.  The lower your turnover, the less you pay.

Prices for Audit-only (Silver Service) start from £750.

Payment for the work is in two parts. 50% payable at commencement, and 50% on completion.

Questions?  Fill in the form below to find out MORE

It is our policy never to sell, swap or in anyway trade your details to a third party for marketing purposes. All enquiries (including via this form) are treated in strict confidence.  Should you choose Bloom Fundraising as a fundraising partner, we shall take all practical steps to safeguard sensitive data, including fundraising strategies, tactics, performance data, and where applicable, the handling of your supporters’ data.  Our privacy policy complies with the Fundraising Regulator’s Code of Fundraising Practice and Chartered Institute of Marketing guidelines.

    Free Consultation

    We offer A FREE 30-minute, no obligation phone consultation to help you what your options are.

    I was paired with Gordon as part of the Institute of Fundraising Mentoring Scheme. Being able to come to him with new ideas, concerns and questions about an area of charity work that I was relatively new to at the time was incredibly useful, and he was always able to provide great input and feedback that I used to improve my performance in the role and get a promotion.

    Josh Hillier
    Community Events Manager, National Osteoporosis Society, Bath

    Gordon manages to consistently out-perform bench marks for direct marketing response rate, average value and retention.
    You don’t often see ROI in the range of 8:1 for marketing campaigns in our industry. That’s impressive.

    Nick Thomas
    Partner, Tangible UK

    We ran a test of our copy against some Gordon had written. It was a treat to come up against such stiff competition
    (Drayton Bird’s clients include: American Express, Hargreaves Lansdown plc [financial services], Readers Digest and Save the Children.)

    Gerald Woodgate
    Partner, Drayton Bird Associates

    No Pressure Selling

    If, following a free consultation you decide Bloom Fundraising’s services aren’t for you, let us know by email.  That will be the end of the matter.  We promise not to bother you again with unwanted follow up sales calls, spam or junk mail.

    Peace of Mind

    Our work is subject to regular assessment by Europe’s leading professional marketing body, the Chartered Institute of Marketing (CIM) through the ‘Chartered Marketer’ scheme.