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Completing regular fund audit activity is critical to an organization’s ability to steward and proactively manage the donor gifts in which it has been entrusted. While auditing processes occur regularly in the financial space, an organization must also dedicate time and resources to actively look at funds and management trends from a donor relations perspective to identify any shortcomings that may negatively affect current and future fundraising efforts. This may include scenarios where funds are not awarded to maximum capacity, in accordance to donor intent, or where the original purpose has become dated and ineffectual for your organization. Given the economic hardships facing us at this time, identifying underutilized financial resources and proactively managing spending from endowed and non-endowed funds is imperative.


The DRG Group has partnered with many organizations to assess their fund criteria and financial activity that resulted in flagging thousands of funds with untapped potential, representing millions of dollars of budgetary impact. We want to do this for you, too!


By partnering with the DRG Group, you will ensure a thorough, donor-centric review of your funds that is customized to your individual needs and goals. You will have dedicated auditors that will complete the work in a timely and efficient manner, thus not detracting time and resources from your current staff. DRGG will review all funds provided by your organization for legal and financial compliance, assessing the practicality of awarding your funds, and ensuring funds are spent to maximum capacity and in accordance with donor intent. At the end of this process, your organization will receive detailed findings, immediately actionable steps, and a clear roadmap to help you tackle fund clean-up, training, and utilization initiatives.


The DRG Group is dedicated to ensuring your most trusted assets, donor funds, are positively supporting your organization’s beneficiaries to the utmost extent possible. Let us do the work for you.


To discuss your specific needs and explore custom pricing, please email us!


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