1. The Fundraising Audit: Looking Under the Hood of Your Fundraising Program

The Fundraising Audit: Looking Under the Hood of Your Fundraising Program

The Fundraising Audit: Looking Under the Hood of Your Fundraising Program
Event ID: 17742

Duration: 90 minutes including question and answer session.
Presenter(s): Leah Eustace, ACFRE
Price: $299.00, 
On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? CEOs, executive directors, marketing directors, development staff, program managers, supervisors, board members, financial officers

Even the best-run fundraising programs have a few leaks that need to be plugged. In this session, you’ll learn how to perform an audit of your fundraising program, and why it’s important.

In our day-to-day work, it’s easy to get caught up in achieving goals, pleasing volunteers, and acting on the concerns of our more vocal stakeholders. But that can lead us to getting off track. Are we really as donor-centric as we could be? Are we practicing donor love? Are we seamlessly taking our donors on a supporter journey that leads them to higher orders of giving?

It’s time to step back, take stock, and figure out what’s working and what isn’t.

Please join Leah Eustace as she takes you through, step-by-step, her process for evaluating what’s been done, determining the leaks in the process, and setting programs up for future success. She’ll share her top ten things that are holding your program back, and provide solutions to get you back on track.


Just a sampling of what this webinar will cover:

  • Why fundraising audits are so critical to future success
  • The components of a fundraising audit
  • A step-by-step process for performing an audit
  • How to determine the leaks in your program
  • Where to find best practices so that you can compare your program to others
  • Key Performance Indicators and how to calculate them
  • The top ten things that might be holding your program back
  • What to do once your audit is complete


Your conference leader for “The Fundraising Audit: Looking Under the Hood of Your Fundraising Program” is Leah Eustace, ACFRE. Leah is the founder and CEO of Blue Canoe Philanthropy. She’s an idea-generator and strategic thinker with a wide and varied background in charitable fund development.

At Blue Canoe, Leah works with nonprofit clients through coaching, strategic planning, training, case development and program audits. Her volunteer work is extensive: she is immediate past chair of the AFP Foundation for Philanthropy Canada, a member of the AFP Canada Board, sits on the international board of the Association of Fundraising Professionals, is part of the ACFRE Credentialing Board, and a member of the Canadian Association of Gift Planners Board of Directors.

In 2014, Leah became the 101st person in the world to receive the ACFRE accreditation (and only the 8th in Canada). She was also honored with the 2014 AFP Ottawa Chapter Outstanding Fundraising Executive Award. She is widely published, and a sought after international speaker.

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