Welcome to the Fundraising Readiness Assessment! This quick tool will help you uncover your strengths, identify challenges, and find opportunities to enhance your fundraising strategy. Answer a few questions, and we’ll provide tailored insights to help you grow!

Annual Fundraising Goal

Number of Staff

How structured is your nonprofit’s fundraising plan?

Well-Established & Thriving – We have a detailed, written plan with measurable goals and review it annually.

Developing, but Needs Refinement – We have a plan, but it’s not detailed or regularly reviewed.

Emerging, Needs Focus – We have some fundraising strategies but no formal plan.

Not Yet in Place – We react to funding needs without a structured plan.

How often do you review and adjust your fundraising plan?

✅ Regularly (Quarterly or Annually)

⚠️ Occasionally (Only when needed)

❌ Rarely or Never

How structured is your approach to engaging and thanking supporters? (Choose One)

✅ We have a structured system with personalized follow-ups. (Strong)

⚠️ We communicate with supporters, but inconsistently. (Needs Work)

❌ We struggle to retain and engage supporters. (Weak)

Do you segment supporters (donors, sponsors, grantors) for personalized outreach?

Yes

Which best describes your revenue streams? (Choose One)

✅ We have multiple revenue streams (grants, donors, sponsorships, events). (Strong)

⚠️ We rely on 1-2 major funding sources. (Needs Work)

❌ We depend heavily on a single funding source. (Weak)

Do you use a donor management system (CRM)? (Choose One)

✅ Yes, we actively use a CRM to track and engage supporters. (Strong)

⚠️ We track donors manually or inconsistently. (Needs Work)

❌ We don’t have a structured tracking system. (Weak)

Do you measure supporter retention rates and track fundraising ROI? (Yes/No)

Yes

What are your biggest challenges? (Select all that apply)

Lack of staff/volunteer capacity

Unclear fundraising strategy

Donor engagement & retention issues

Limited fundraising channels (grants, events, sponsorships)

No structured follow-up or stewardship process

Other

Which area of fundraising do you most want to strengthen? (Choose One)

Grant Writing & Grant Strategy

Monthly Giving & Donor Retention

Major Gifts & Corporate Partnerships

Event Fundraising & Sponsorships

Peer-to-Peer & Community Fundraising

Annual Campaigns & Year-End Giving

First Name *

Organization (Optional)

Email *