This software is for Consulting Professionals and/or experienced Planned Giving Officers/Staff/Gift Planners. You'll receive all of the benefits and features of the Standard Audit Software plus an additional four (4) categories and 31 elements for assessment. This makes a total of 17 categories and over 100 elements that make up a complete Charitable Planned Giving Business and Program that can be assessed by you. We've included a comprehensive 25-page Assessment User Guide with your package. An additional feature with this version of the software allows you to generate a PowerPoint presentation with the press of a button and customize the Introductory Slide with your name, title, and organization. You will also be able to generate a full PDF report once you've completed the audit assessment.
NOTE: You will need MS Excel and PowerPoint 2003 or later plus Adobe Reader installed on your system in order to use this software and open the User Guide.
NOTE2: Consulting Companies - Software Branding Options with Your Logo are available outside of Canada. If you would like more information contact us.