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Take the Fundraising Forecast Quiz!

What's your fundraising climate?

Find out in less than 10 minutes. Take my quiz and gain a better sense of where you are and what you can do to enhance your fundraising results.

 
 
 

Step 1 of 11

Mission, Vision, Purpose

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • Staff and board can clearly articulate why our organization exists and what we are trying to achieve.

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  • Organizational values are clear and shared by all staff and board.

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  • We have a strategic plan that is current and guides our work.

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  • There are systems in place for us to evaluate our programs and accurately capture our impact.

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  • Our organization is well known and respected in the community.

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Step 2 of 11

Storytelling Culture

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We have a storytelling culture at our organization.

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  • We regularly capture powerful stories of the impact we are having.

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  • We have a multichannel comprehensive communications plan (mail, web, social media.)

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  • Our messaging and communications are consistent and compelling.

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  • We tell stories from different perspectives (clients, staff, donors).

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Step 3 of 11

Engagement Opportunities

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We have at least one staff person dedicated to volunteer management.

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  • Program staff are open and willing to find ways for volunteers to contribute.

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  • There are a variety of meaningful volunteer opportunities available.

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  • We celebrate our volunteers regularly.

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  • We regularly ask our volunteers about their experiences with our organization.

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Step 4 of 11

Fundraising Culture

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • Fundraising is seen as a positive opportunity, not a necessary evil.

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  • Fundraising activities build positive camaraderie within the organization.

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  • Most people in the organization participate in fundraising in some way and can articulate why it’s important.

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  • Supportive and positive language is used by most staff when discussing fundraising.

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  • Donors are seen as valued partners.

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Step 5 of 11

Fundraising Planning

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • Fundraising planning is integrated into the organization’s budget planning process.

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  • We have a compelling case statement which clearly defines our need for philanthropic support.

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  • We have an annual fundraising plan that guides our work.

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  • We use metrics to understand how our different fundraising strategies are performing.

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  • Annual fundraising goals are based on reasonable expectations, not wishful thinking.

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Step 6 of 11

Fundraising Infrastructure

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We are using our donor database effectively to support fundraising.

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  • We are competent in generating the reports needed to fundraise effectively.

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  • We can obtain the necessary information we need from our finance staff in a timely manner.

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  • We have efficient systems set up that support fundraising and donor acknowledgment.

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  • We have written policies and procedures for our fundraising systems.

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Step 7 of 11

Fundraising Staffing

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We have at least one person fully dedicated to fundraising.

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  • The Executive Director sees themselves as part of the development team.

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  • The development staff has a positive relationship with the rest of the staff.

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  • The development staff can focus on fundraising and not on unrelated tasks.

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  • We have had stable development staffing with people staying at least two years.

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Step 8 of 11

Fundraising Strategy

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We have one or more special events that raise significant money.

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  • We have a strong direct mail program.

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  • We have an individual major donor program that is tended to regularly.

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  • We have an active grants calendar and strategy that is producing results.

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  • We have a systematic way to attract new funders each year.

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Step 9 of 11

Fundraising Outcomes

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We are consistently able to meet our fundraising targets.

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  • We know our average gift size and donor attrition rates.

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  • Our fundraising costs are within industry norms.

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  • Income generated by the annual fund has held steady or grown over the past two years.

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  • Our grant revenue is stable year over year.

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Step 10 of 11

Board Fundraising Climate

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • Most of our board members know what we are raising money for.

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  • Most board members are actively involved in some aspect of fundraising.

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  • We have an active Fund Development board committee.

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  • We provide regular fundraising training to our board members.

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  • All board members are making a personal donation each year.

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Step 11 of 11

Donor Relations

Please rate yourself in each area, with 1 being the lowest and 5 the highest.

5 = Strongly Agree

1 = Strongly Disagree

  • We regularly meet with our most important donors.

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  • We send donation thank you letters out within 5 days of receiving a donation.

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  • We have at least one thank you event for our donors and funders per year.

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  • We send some kind of impact report to our donors and funders each year.

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  • We communicate with our donors and funders regularly outside of asking them for money.

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You're All Done!

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