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Through a comprehensive audit I will collect information about your program through interviews with current stakeholders, and past staff and volunteers if available. At the conclusion I will provide a written report that includes recommendations, and meet with you to discuss next steps. The audit will include (partial list):


Interviews with key staff and volunteers


Thorough assessment of existing marketing efforts


Recommendations on missed marketing opportunities


Evaluation of key document templates


Assessment of stewardship activities to existing planned givers


Review of all collateral documents including annual plan, and policies including those for gift acceptance, endowment, and investment


Review system for gift and estate administration



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