Advisory services
Fundraising audits & organisational assessments
Beyond training, ASFP works directly with organisations as an independent assessor. We audit your entire fundraising and philanthropy system, score it against a structured maturity framework, and hand your leadership a prioritised roadmap — so you know exactly where you stand and what to fix first.
Strategy & case for support
Is your fundraising strategy a living document — costed, board-approved, and actually followed?
Income & diversification
3–5 years of income data: donor concentration, restricted vs unrestricted mix, cost of fundraising.
Donor pipeline & relationships
Pipeline health, CRM use, stewardship practice, and lapsed-donor re-engagement.
Governance & board engagement
Board giving and door-opening, gift acceptance and ethical fundraising policies.
People & culture of philanthropy
Staffing versus targets, skills gaps, and whether fundraising is everyone's business.
Systems, processes & compliance
Grant management, donor-compliant reporting, data protection, and regulatory standing.
Communications & visibility
Can you demonstrate impact with credible data and stories, consistently, across channels?
Sustainability & forward risk
Reserves, pipeline coverage, succession risk, and progress toward domestic resource mobilisation.
Each domain scored:
Nascent
Developing
Established
Advanced
Phase 1
Scoping & document request
Scoping call, engagement plan, and a structured document and data request.
Phase 2
Document & data review
Strategies, budgets, board minutes, donor reports, and income data analysed.
Phase 3
Stakeholder interviews
Leadership, board, fundraising and programme staff — and your funders, who tell us what staff won’t.
Phase 4
Scoring & triangulation
Every finding verified across at least two evidence sources before it is scored.
Phase 5
Report & debrief
Maturity scorecard, gap analysis, and no more than 10–12 prioritised, sequenced recommendations. A roadmap — not a wish list.
Rapid diagnostic
Fundraising Health Check
1–2 weeks · remote
Custom / engagement
- Document & income data review
- Leadership interview
- Scored snapshot across all 8 domains
- Short findings memo
Full audit
Full Fundraising & Philanthropy Audit
4–6 weeks · on-site + remote
Custom / engagement
- Full 45-indicator maturity rubric
- Board, staff & funder interviews
- Quantitative diagnostics — concentration, retention, pipeline coverage, cost of fundraising
- Written report & board debrief
Audit + capacity building
Assess, then build
Audit + tailored ASFP training
Custom / package
- Full audit as above
- Training plan drawn from our 11 modules, matched to your gaps
- Group enrolment rates applied
- 6-month follow-up review