Foundation assessment is a comprehensive evaluation of the fundraising efficiencies and management of the Foundation or the Fundraising/Development program. It reviews eight areas: Annual Giving, Planned Giving, Commemorative Giving, Special Events, Marketing and Public Relations, Donor Stewardship and Recognition, Policies and Procedures, and Board Relations. The resulting report and presentation identifies areas for growth and provides guidance for program enhancements.
A Foundation audit is an internal review that helps evaluate the current status of an organization’s fundraising program against its potential for success. This comprehensive review determines the effectiveness of the fundraising and development programs and identifies critical enhancements that can be initiated within the next year.
Before the foundation assessment, S4F will review the following items:
- Mission, values and vision statement
- Organization’s policies and procedures
- Job descriptions of staff and volunteers
- Past staff and board activities
- Current fundraising and marketing calendar
During the foundation assessment S4F will evaluate the following:
- Existing programs
- Short and long-term goals
- Results of major gifts, general gifts, and annual support programs
- Strategic planning for research, cultivation, public awareness, planned giving and grants
- Activities and accomplishments
- Attitudes and knowledge
After the development assessment, a final report is written to include:
- The current status of fundraising and development program: what is working and suggestion for improvements
- Specific findings
The Foundation Assessment report becomes a guide for program changes and initiatives, leadership and volunteer recruitment and training, budgeting, donor management and retention, budgeting, and policy and procedures updates.