Audit Software

The word audit can be scary for some. It can seem judgemental to others. Yet, an audit is about curiosity! It's about investigating and solving a puzzle or a mystery.

Curiously consider the following questions:

• Do you know how your organization's Planned Giving program is doing? 
• Do you know the full scope of your organization's program? 
• Are you getting the results you expect?
• Is your Planned Giving program an important growth area in your fundraising efforts?
• Are 'best practices' being achieved?
• Are you able to make the business case to your Board and Senior Leadership for a Planned Giving program?  
• How does your program compare to other 'like-type' organizations?
• Do you know how and where your program can be improved upon or transformed?

These questions and many others can be challenging. We've been there. 

Knowing "What Is" - the solution to these questions:

To help answer these questions, we are introducing a practical new solutions-focused tool that identifies the full scope of the best Planned Giving program and we are putting that tool in your hands. This unique robust software with embedded algorithms solves the mystery of "What Is" happening with your Planned Giving program and provides you with clear indications of where and how to improve or transform your program.  

With over five decades of combined successful and practical Planned Giving and Auditing experience, we are delighted to introduce you to our new user-friendly Auditing software for Planned Giving Programs! This unique and easily accessible software can be an invaluable partner in your strategic planning and budgeting process in order to leverage your Planned Giving program to meet your fundraising and philanthropic goals. 

The ACG Audit Software will allow you to:

• Confidently assess your total program in up to 17 categories and over 100 elements;
• Benchmark your program against ‘best practice’ and ‘peer' organizations;
• Manage your program with clear measurements;
• Define personnel needs;
• Clearly know where to focus your efforts to improve your program;
• Annually you may want to use the software to measure your program for strategic and effective planning and budgeting purposes;
• And much more ...

An audit is about being curious about "What Is" and then being in a position to improve or transform "What Is." All of this can happen when your curiosity leads to learning, discovering, and uncovering something new or something you did not already know was true.   

It's about being curious about your Planned Giving program. It's about knowing where your program is at, and then discovering the areas within your program can be integrated, improved or transformed.