Welcome to Your Fundraising Audit Assistant

Read Before Using

Before you get started, a few important things to know:

This tool is designed to help you better understand your fundraising foundation, whether you’re building on your past successes or gearing up for exciting new growth.

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You’ll answer a few simple questions about your goals, donor data, and fundraising campaigns. Based on your input, you’ll receive a personalized summary highlighting your strengths, opportunities for improvement, and clear next steps to strengthen your fundraising strategy, donor relationships, and results.​

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Important:

• This tool is not secure. Please don’t enter any private, confidential, or sensitive information.

• Your results will be forwarded to you manually — I’m still working on fancy automation, so thanks for your patience!

• Please use the tool thoughtfully. Each submission incurs a processing cost for me, so I kindly ask that you refrain from overusing it.

• This tool is still in Beta. If you run into any issues, feel free to email me at info@causespecialists.ca.

Note: This tool provides best-practice guidance based on the Cause Specialists' fundraising audit methodology. It’s intended for informational purposes and does not guarantee specific fundraising results.