Impact Audit

Understand the impact of your current giving.

Wondering whether your financial giving is making a difference?

You’re not alone. In a recent national study, the majority of affluent donors reported that they are unsure if their financial giving is having the impact that they intended.

The same study revealed that 80% of donors do not monitor or evaluate their impact. If you’ve made a gift larger than $5,000 in the last year, we recommend an impact audit to assess what that money accomplished.

This service provides a third-party report on the difference that your financial gifts made. This report includes:

  • Cost-equivalent impact metrics that you funded

  • An overview of the evidence that the nonprofit has that it is making a difference

  • Stories of lives that were transformed by the nonprofit

  • An analysis of how the grantee impacted social systems

  • A meeting with a Philanthropic Advisor to review the Impact Audit

Gain confidence in the impact that you are making through your charitable giving. Contact us today about Impact Audits.

WHO IS IT FOR?

Anyone who has made major gifts to one or more nonprofits and is uncertain about their impact.

Foundations or family offices who want an outside view on the impact of their grantmaking.

Giving circles that want an impact report on their philanthropy to share with members.

WHAT YOU’LL RECEIVE

  • An executive summary on the overall impact of your grantmaking

  • An engaging digital report with stories and data for each grant

  • An overview of the monitoring and evaluation (“M&E”) programs of the nonprofits you support

  • A calculation of the outcomes that you funded

  • An analysis of the systems-level impact of your grantees

  • A meeting with a Philanthropic Advisor to review your Impact Audit

Contact us to learn more.