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Development Office Audits continued

As a part of the Cummings Co. evaluation of the Development Office and its activities, we will conduct a series of interviews with key internal development staff, the CEO, select Board members, and volunteer leaders. Specifically, the Cummings Co. Audit addresses a number of areas relating to the development Office including:

  • Size and experience of staff, including staffing requirements for a campaign.
  • Current job descriptions and table of organization.
  • Current and projected operating budget for the Development Office and for the campaign.
  • Internal information management systems and database requirements.
  • Annual fund-raising plan and progress reports.
  • Timetables for current fund raising activities.
  • Fund-raising results for the previous three years.
  • Development processes including gift acknowledgments, gift recording, prospect research, prospect tracking, recognition plans, pledge redemptions, and stewardship.
  • Promotional materials relating to development activities.
  • Alumni activities including identification, cultivation, and solicitation efforts (if relevant).
  • Parent and grandparent cultivation and solicitation (if relevant).
  • Available resources for public relations, publications, etc.
  • The vision of the organization's leadership.
  • The organization's immediate and long-term concerns.

At the completion of the Audit process, Cummings Co. submits a documented report containing findings, conclusions, and recommendations.