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

Let's start with something fun! If fundraising were a road trip, where are you?

Still parked in the driveway.

Driving in circles.

Running low on fuel but moving.

Cruising but need to go faster.

Fundraising Strategy

If you consider your fundraising plan as the map for your nonprofit, how would you describe it?

Clear & Strategic – A detailed, written plan with goals, updated annually.

Somewhat Structured – We have a plan, but it’s not detailed or regularly updated.

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.

Fundraising Planning

How often are you or your team reviewing and adjusting your fundraising plan?

Regularly – Reviewed annually using data to refine strategies.

Occasionally – Reviewed sometimes, but not consistently.

Rarely – We have a plan, but it’s not updated or reviewed.

Not at All – We don’t have a formal plan or adjust it reactively.

Donor Engagement & Stewardship

It's important that we are engaging with donors as fundraisers - how structured is your approach to engaging and thanking supporters? (Choose One)

Clear & Consistent – We follow a plan with personalized thank-yous and regular engagement.

Somewhat Structured – We engage and thank supporters, but not consistently.

Inconsistent – We reach out mainly during fundraising campaigns or events.

Not in Place – We don’t have a structured system beyond an initial receipt.

Donor Management & Systems

Data management is very important in our technology driven culture. How effectively does your nonprofit manage donor data and fundraising records?

Well-Organized – We use a CRM to track donor interactions, segment supporters, and analyze giving trends.

Somewhat Managed – We collect donor data but don’t use it strategically.

Inconsistent – We track donations but lack a formal system for engagement.

Not in Place – We don’t have a structured way to manage donor information.

Funding Diversification & Stability

How would you describe your nonprofit’s funding sources?

Well-Diversified – Multiple revenue streams (grants, donors, sponsorships, events).

Somewhat Diversified – 2-3 sources, but we rely heavily on one.

Limited – Mostly dependent on a single revenue source.

Not in Place – No consistent revenue sources.

Grant Funding & Management

Grant writing is an important skill for all nonprofits. How prepared is your nonprofit to secure and manage grants?

Highly Prepared – We track grants, apply regularly, and manage compliance well.

Somewhat Prepared – We apply occasionally but lack a structured process.

Inconsistent – We’ve applied but struggle with follow-through.

Not in Place – We don’t apply or don’t know where to start.

Fundraising Capacity & Staffing

Which do you feel best describes how your nonprofit is staffed for fundraising?

Fully Staffed – Dedicated team with clear fundraising roles.

Somewhat Staffed – At least one dedicated fundraiser but limited capacity.

Limited – Fundraising is shared across roles without a dedicated focus.

Not in Place – No staff focused on fundraising.

Which of these do you feel are your biggest challenges for fundraising? (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

Difficulty managing donor data or tracking impact

Other

What are your top fundraising priorities right now?

Increasing individual donations

Expanding monthly giving programs

Improving grant writing and funding success

Strengthening corporate sponsorships & partnerships

Growing event-based fundraising revenue

Enhancing donor stewardship & engagement

Building a major gifts program

Other

How soon do you want real fundraising growth?

Yesterday—need help now!

Next 3-6 months—planning for change.

We’re exploring but not ready yet.

What’s your investment mindset?

We’re ready to invest in expert help.

We’ll invest once we see value.

We’re looking for low-cost/free options.

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