Assessment Packages

 Assessments can be done by any PG fundraiser/gift planner

 Features Include

• 13 assessment categories with 78 elements
• 10 charitable organization types for comparison
• Graphs showing the overall assessment for comparisons to ‘best practice’ and like-type ‘peer’ organizations
• PDFs of audit, summary assessments, and category breakdown
• Embedded assessment guide directions for each category
• Plus a 4-page downloadable Tips Guide 

Note: ACG Assessment Software is not a cloud-based software but is saved by you to your computer. It operates using Excel (2003 or later), you will also require Adobe Reader or equivalents.

Avatar Consulting Group Inc. does not retain or have access to any audit you carry out on your program. 

To purchase or inquire about this software package

 For assessments done by any experienced PG fundraiser/gift planner, or by PG consultant 

All Standard Features ... Plus 

• 4 additional assessment categories (estate administration, the case for support, marketing plan, and data analysis) with 31 more elements
• A 25-page User Assessment Guide
• PDFs of total audit, summary assessments, and category breakdown 
• One-button self-generated PowerPoint Presentation / Slide Deck detailing each category with your comments embedded
• Changeable first PPT slide with your name and company

Note: ACG Assessment Software is not a cloud-based software but is saved by you to your computer. It operates using Excel (2003 or later), and requires PowerPoint (2003 or later) and Adobe Reader or equivalents.

Consulting Companies - Software Branding options are available outside of Canada. For more information, contact us.

 Avatar Consulting Group Inc. does not retain or have access to any audit you carry out on your program.  

To purchase or inquire about this software package