Welcome to the cleanest, most actionable fundraising systems you've ever had. (You might even say they make fundraising easier.)
Really powerful, successful fundraising starts with knowing what’s working and what’s not.
Getting a clear view of where you’ve been and what’s driving, or slowing down, progress is a strong indicator of what’s possible and what to do to reach your goals.
Our tailored audits dig deep into your data, systems, and communications to uncover what’s working, what needs fine-tuning, and where untapped potential lies.
Whether it’s reviewing past results, optimizing processes, or refreshing written materials and case for support, we’ll give you the insights you need to raise money more efficiently and confidentially.
Database Audits
A database audit takes a deep, comprehensive dive into all the information and details you have about your donors and prospects. Whether you audit your whole file or a specific segment of data, you're getting an outside, unbiased view of who your donors are and what your fundraising potential could be.
We look at the presence and quality of the data (names, addresses, phone numbers, emails, etc.) to determine how “contact-able” your data is (after all, if you can't reach a donors, it's a lot harder invite them into your mission.
Then we look at giving history and trends over time. We measure total dollars, sure, but also renewal rates, upgrades/downgrades, consistency of giving, 2nd gift conversion, and dozens of other KPIs to give you a 360 degree of who your donors are and what their potential is.
Having a data-informed strategy gets you out of the guessing game of what donors might give to and confidently into a plan that drives a fully engaged donor journey.
BASIC AUDIT
$1,250
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Comprehensive data quality and hygiene analysis including name fields, address, phone, email, etc.
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Full historical giving history analysis - average/median giving, year-over-year trends, upgrades/downgrades, lifetime value, 2nd gift, etc.
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Key observations and recommendations for improving fundraising performance and data quality
STANDARD AUDIT
$2,250
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Half hour, pre-audit virtual meeting to identify goals and focus and review process
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On-call assistance with data audit process as needed
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Comprehensive data quality and hygiene analysis including name fields, address, phone, email, etc.
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Full historical giving history analysis - average/median giving, year-over-year trends, upgrades/downgrades, lifetime value, 2nd gift, etc.
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Customized observations and recommendations for improving fundraising performance and data quality
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Half hour post-audit virtual meeting to review observations and recommendations
COMPREHENSIVE AUDIT
$3,750
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One-hour pre-audit virtual meeting to identify goals, focus, outcomes, and audit process
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On-call, as needed assistance with data review and audit process
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Comprehensive data quality and hygiene analysis including name fields, address, phone, email, etc.
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Full historical giving history analysis - average/median giving, year-over-year trends, upgrades/downgrades, lifetime value, 2nd gift, etc.
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Detailed, customized recommendations for improving data quality and hygiene, donor trend analysis, prospect identification, and donor engagement
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Additional data quality report and financial impact analysis
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One-hour virtual consulting meeting to review results, recommendations, and application towards goals
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One presentation of executive summary to organizational leadership
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Access to consultative coaching for a period of two months following the audit and presentation (up to 5 hours as needed in virtual meeting or via email).
All database audits are dependent upon timely provision of the data in the required format (download the required format here). For a completely customized, manual audit or to discuss any questions or issues, please contact us at hello@nextriverfundraising.com​
We partner with an industry leader in data quality and hygiene services, data enhancement and enrichment, and data appends to craft the cleanest, most actionable fundraising data possible. These services may be added on to your audit before the data goes through the auditing process or afterwards when any problems in the data have been identified. An additional data quality report and financial impact report can be added on to your audit or provided as part of the entire suite of additional data services which include:
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National Change of Address (NCOA)
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Premium COA that flags deceased, confirms current name/addres, and tracks name changes
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​Residential/Business/Seasonal address identification
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Apartment append
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Address standardization
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Deceased and Do Not Mail suppression
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De-duplication​
DATA QUALITY IMPROVEMENTS & ENHANCEMENT (Add-On Services)
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Audit review/fundraising coaching call
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Major Donor identification​
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Individual Giving planning strategy
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Direct Mail/Digital strategy
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Recurring Donor recommendations
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Planned Gift prospect identification
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Case-for-support development
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Assistance with data preparation and/or formatting of data into required format
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External data validation and financial impact report (included free when data cleaning services are purchased)
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Full suite of data cleaning services – NCOA, De-Duplication, Deceased and Do Not Mail Suppression, etc.
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Fundraising Intelligence append/Wealth Screening
For additional information or to receive a proposal for full audit services, including data cleaning and standardization, please email us at hello@nextriverfundraising.com
Fundraising Audits
Just like a financial or data audit, a fundraising audit is a comprehensive assessment of all of your fundraising systems or storytelling - or both!
The goal is to have an external, unbiased, expert view of what’s going well, what could be strengthened, and what you might need to focus on in the future.
We bring over 30 years of experience, having worked closely with well over 300 different nonprofits of all shapes and sizes – as well as an obsession with research into current trends in the sector.
Fundraising audits are completely customizable to what your needs and goals are. Whether it’s working with your board or focused specifically on your individual giving program we dig deep to bring you actionable results that will exponentially improve your fundraising.
While we specialize in storytelling and fundraising and marketing messaging, our audits cover the entire fundraising ecosystem and we would pleased to work with you to develop a comprehensive fundraising communications audit or development systems review.
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