The Stewardship Audit
A clear, actionable path to a stronger donor experience.
Stewardship isn’t just the thank-you note after a gift — it’s the foundation of your entire donor experience. When that foundation is intentional, consistent, and aligned, everything else you build on top of it becomes stronger: retention improves, connection deepens, and your team gains the clarity and capacity they need to move out of reactive mode.
The Stewardship Audit is a focused four-week engagement that helps you understand what’s working, where friction points are hiding, and what essential adjustments will make the biggest difference for your donors and your staff.
Perfect for Q1, year-end debriefs, and organizations ready to ground their fundraising in a clearer, more resilient foundation.
You’ll get a comprehensive review of your donor experience, including
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Communications & Messaging
Acknowledgements, impact language, email touchpoints, donor-facing copy, and the overall tone and consistency of your communications. -
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Donor Journey & Touchpoints
How donors move from first engagement to gift to ongoing connection — and where moments of delight (or drop-off) appear. -
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Monthly Giving Experience
Your recurring donor onboarding, messaging, workflows, and renewal practices. -
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Workflows & Operations
Internal processes, segmentation, CRM practices, data handoffs, and anything that adds friction behind the scenes.
You’ll receive
A clear narrative report outlining strengths, gaps, and opportunities
A prioritized 90-Day Action Plan with the highest-impact next steps
Practical language, templates, and recommendations you can use right away
A live walkthrough session to help you absorb, align, and activate
Optional add-ons
Copy support
Template creation
Action plan implementation
Ongoing support to help your team implement and build momentum
How It Works
Week 1
Gather & Ground
We collect materials (communications, acknowledgements, workflows, data samples). I meet with key staff to understand goals, constraints, and context.
Week 3
Recommendations
You receive clear, donor-centered recommendations across communications, processes, and touchpoints.
Week 2
Review & Assessment
I analyze messaging, tone, timing, workflows, and donor journey patterns to surface strengths, friction points, and opportunities.
Week 4
Action Plan + Walkthrough
We meet for a 60–90 minute session to review your personalized 90-Day Action Plan so your team knows exactly what to do next.
Why Q1 Is the Ideal Time for a Stewardship Audit
Q1 is when your stewardship foundation has the most leverage.
You have fresh year-end data, newly engaged donors, and a full year ahead to implement improvements. Small changes now can strengthen retention, sharpen your messaging, and set your donor experience on the right trajectory before the busy seasons return.
A focused audit in January or February ensures your team starts the year aligned, intentional, and confident about where to focus next.
Your Investment
Pricing varies based on organizational size and scope. Most Stewardship Audits range from $3,500–$7,500.
Work With Me
I bring a hybrid lens that weaves together donor experience, operations, CRM, messaging, and coaching, so your recommendations are not only strategic, but doable.
I’ve led stewardship and donor experience inside organizations and now partner with nonprofits to bring clarity, alignment, and capacity to their teams. I approach audits without judgment or overwhelm. My job is to help you see what’s possible and make the next steps feel achievable.
Ready to Strengthen Your Donor Experience?
Book a discovery call to see if The Stewardship Audit is right for your team.
Or contact me directly at hello@beccawalters.com.