Aurelius Ascend/90-Minute Fundraising Strategy Audit

  • $350

90-Minute Fundraising Strategy Audit

Fundraising Strategy Audit Scope of Work

Aurelius Ascend is offering, for a limited time only, a 90-minute Fundraising Strategy Audit for Canadian non-profit organizations and charities. The audit is designed to provide a high-level review of your organization's current fundraising operations to identify gaps in the fundraising strategy, and ultimately produce a series of recommendations to increase revenue generation for your organization.

What's included in the audit:

  • Pre-Audit Review: A review of the information submitted in the pre-audit intake form, which includes revenue mix overview, donor retention, key campaigns, and more.

  • 90-minute Live Audit Review: A structured discussion covering donor/funder acquisition & retention, pipeline, campaign strategy/calendar, and fundraising capacity.

  • Post-Audit Review Action Plan: An overview of the live audit session, priority recommendations, and a 90-day action plan.

Timeline:

  • Purchase: Upon purchasing this service, you will receive links to complete the intake form and book the live audit session. Please make sure to book the live audit session a minimum of 5 days after submitting the intake form.

  • Pre-audit review: Once the intake form has been completed, Aurelius Ascend will conduct a pre-audit review to prepare for the live audit review.

  • Live-Audit Review: To take place a minimum of 5 days after the completion of the intake form.

  • Post-Audit Review Action Plan: To be delivered to your organization within 5 business days post-audit.

What's not included: This engagement does not include grant writing/submission, implementation of recommendations, donor database management, ongoing advisory calls beyond the session, and/or staff training. These services are available under separate retainer or project agreements.

Payment: Full payment is due upon purchase of this service. This engagement is non-refundable once the purchase has been made. Rescheduling the live-audit session is permitted with at least 48 hours notice.

Confidentiality: Aurelius Ascend agrees to keep all organizational information, financials, and donor data shared during this service strictly confidential and will not disclose, share, or repurpose this information without written consent from the organization.