Is it time to check your foundations?

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Thirteen years ago, Wood For Trees’ designed the Foundation Audit to provide charities with a ‘state of the nation’ report on the condition of their fundraising programme, enabling them to see the big picture trends. Today, whilst the technology we use and some of the types of data have changed, our industry leading insights continue to ensure that WfT clients remain ahead of the fundraising curve. Covering topics such as supporter profiles, lifetime value, and product cross-sell, it provides you with an overview of the health of your different fundraising activities and helps you identify opportunities for improvement.

Due to COVID-19, we are understandably seeing an increase in charities looking for this level of insight and here at Wood For Trees, we’re on-hand to help you achieve just that.

In the current climate, most of us spend most of our days dealing with the same old tasks. We are focused on the immediate challenges in front of us, from running the latest up-grade campaign to measuring the detailed results from our latest social media post. But what does it all add up to? This is very often missed. Over the last six months, this has been exacerbated even further as we have struggled to deal with what can and can’t be done, as we try to fill gaps left by the restrictions we face. Now more than ever it is important to occasionally take a step back and observe how the landscape is changing and has changed.

There’s no doubt that the landscape has changed, but what does this mean overall? Are you attracting new or different supporters? Are your core supporters still with you or have you left them behind? How do they want to engage with you now? Has their preferred way of communication changed?

We know that the whole economy is suffering, and charities are no exception. Many are facing revenue shortages, and therefore budgets are understandably being squeezed. It’s during times like these that analytics are most important, as you need to make sure all campaigns and activities are as effective and as optimised as possible.

Another common reason we get called in to do a Foundation Audit is because somebody is either new in the role and needs to understand the history of the charity, or key personnel have left so some of that institutional knowledge has gone. The charity sector has al-ways been quite mobile from a staff perspective as talent moves around. If you are in a new role, or just want to find out more about your current role then a Foundation Audit is always a good place to start…

Are you looking to get more out of your data, and your budget too?

Please join us for our FREE ‘How A Foundation Audit Can Benefit Your Charity’ webinar on 21st October 2020, where we will take you through some of the potential outputs of a Foundation Audit.

Alternatively, please get in touch if you’d like to discuss any data-related dilemmas.