Fundraising Transparency Audit Form
Please complete this form to assess and document the transparency and compliance of fundraising activities within your organization.
Organization Name
*
Auditor's Full Name
*
First Name
Last Name
Auditor's Email Address
*
example@example.com
Date of Audit
*
-
Month
-
Day
Year
Date
Type of Fundraising Activity
*
Please Select
Annual Campaign
Special Event
Online Crowdfunding
Grant Application
Other
Please rate the following aspects of fundraising transparency within the organization.
*
Rows
Excellent
Good
Fair
Poor
Clarity of fundraising goals
1
2
3
4
Disclosure of fundraising costs
5
6
7
8
Accuracy of donor communications
9
10
11
12
Timeliness of financial reporting
13
14
15
16
Accessibility of fundraising records
17
18
19
20
Are fundraising financial reports made available to the public?
*
Yes
No
Partially
Which of the following transparency measures are implemented? (Select all that apply)
Annual fundraising report published
Donor list disclosed (with consent)
Fundraising expenses itemized
Regular donor updates provided
Other
Rate the effectiveness of internal controls over fundraising processes.
*
Not Effective
1
2
3
4
Highly Effective
5
1 is Not Effective, 5 is Highly Effective
Please provide any comments, concerns, or recommendations regarding fundraising transparency.
Submit Audit
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