If you can’t quantify it, you can’t manage it. Our firm believes information drives effective planning, but data gathering is often neglected.
Our institutional audits are comprised of the elements of discovery address by planning processes. We understand that mission exists in cycle of growth, decline, retrenchment, renewal. YoungAssociates process provides the raw material for future action.
Our audit has several individual modules, which can be utilized independently or together:
- An organizational audit considering your organization’s mission, its history and relevance, as well as an overview of your programming and services, leadership, and finances;
- A constituency development audit to evaluate member groups, donors, board of directors and other volunteer leadership;
- A revenue generation audit to assess earned income and fundraising;
- A marketing audit of your organization’s programs and services; and
- A communication audit evaluating who your organization reaches and the communication vehicles used to do so.
As part of our green technology resolutions for 2009, we’ve implemented many changes to reduce paper use, including creating an e-form version of each audit document, which can now be shared via e-mail and filled out electronically rather than printing.
Allied Arts, Oklahoma City
Leadership: Donna Reinhardt, President & CEO
Timeframe: 2003
As part of the Capital City Feasibility Study, YoungAssociates was asked to make an overall development audit and outline topics for directional planning. This activity looked at the potential growth in the Allied Arts Annual Fund, workplace giving, and introduced common themes from the feasibility study. The audit also discussed a future strategy with planned giving in order to enhance the endowment of the Fund.
Items considered as part of this process:
- Mission Statement
- Companion Pieces
- Annual Campaign Workplace Giving Book
- Direct-Mail Solicitation Letters
- Telemarketing Script
- Donor Club Levels and Benefits
- Newsletter
- Pledge Forms
- Letterhead and Envelopes
- Campaign Press Releases
- Gift Receipt Letters
- Gala Invitation
- Monthly Donor Report for Solicitors
- Web Site
- TV Spots
- Nominating Committee Analysis Form
- Notebook on Distribution Formula
- Cost/Return on Investment Testing
- Strategic Plan
- Strategic Plan Progress Report
- Market Survey Materials or Reports
- Special Events Planning Documents
- Gift Agreement Templates
- Rules Regarding Income Tax Charitable Deductions
- Rules for Stock Transfers
- National and Local Matching Gift Companies
- Full Proposal
- Program Assessment
- Annual Report
- Gift Tree by Solicitation Technique
- Cash Flow of Campaign
- Provision for Bad Debt Pledge Cancellation
- Donation Software
- Availability of Annual Reports from Oklahoma City Public Corporations
- Minutes of Development Committee Meetings
- By-Laws
- Audited Statement
Additional audit clients
Note: Under leadership, we have listed the individuals we worked most closely within each organization, which sometimes is the president or director and other times may be the development staff.
CASA
Leadership: Tuesdi Dyer, Director of Development
Timeframe: 2009
ArtPace
Leadership: Linda Pace, Founder; Katherine Kanjo, Executive Director; Rick Moore, Chief Financial Officer
Timeframe: 2003
American Repertory Theatre
Leadership: Robert J. Orchard, Executive Director
Timeframe: 2002
Walker Art Center
Leadership: Kathryn DeShaw, Director of Development
Timeframe: 1992
Canadian Opera Company
Leadership: Lofti Monsouri, General Director
Timeframe: 1977
Long Wharf Theatre
Leadership: Joan Channick, Managing Director; Jamie Gilpatrick, General Manager; Christina Montanari, Director of Development
Timeframe: 2008
Journey North
Leadership: Elizabeth Howard, Executive Director
Timeframe: 2003
San Diego Repertory Theater
Leadership: Adrian Stewart, Executive Director
Timeframe: 1992
Prairie Theatre Exchange
Leadership: Kim McCaw, Artistic Director
Timeframe: 1986
USS Midway Museum
Leadership: John “Mac” McLaughlin (RADM, USN Ret.), President and CEO; Sidney Baker, Director of Development
Timeframe: 2005
The American Place Theatre
Leadership: David Kener, Executive Director; Jennifer Barnette, Development Director
Timeframe: 2002
Minnesota Zoo
Leadership: Leon Cooper, Director of Development
Timeframe: 1992
The Acting Company
Leadership: John Housman, Artistic Director; Margot Harley, Executive Director
Timeframe: 1978
