Your fundraising strategies

1.  In the past 24 months, we have employed the following strategies:

Check all that apply

2.  Have you relied on a fundraising event to hit budget in the past 5 years?

3.  What's been the biggest fundraising failure in the past 12 months?

Grant writing

1.  If you employ grant writing as a strategy, please upload or provide a link to a grant sample.

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2.  If you employ grant writing as a strategy, please upload or provide a link to a recent grant report.

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3.  If you have a repository of grant language that you use in grant writing, please upload or provide a link to that document.

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Events

1.  If you employ events as a fundraising strategy, please provide a sample event invite here.

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2.  If you employ events as a fundraising strategy, please upload or provide a link to a recent event program here.

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Annual Giving

1.  If you employ annual giving as a fundraising strategy, please upload or provide a link to your appeal calendar here.

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2.  If you employ annual giving as a fundraising strategy, please provide a sample of your donor acknowledgement email here.

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3.  If you send end of year appeals, please attach a sample or upload a link to a recent end of year campaign.

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Major Gifts

1.  If you employ major giving as a fundraising strategy, please upload or provide a link to your donor portfolio here.

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2.  Who is responsible for major gift work?

3.  How many hours/week does that person or team spend on major gift work? (Prospect research, cultivating donors, donor visits, writing proposals, data entry on major donors, processing gifts)

4.  What are the challenges you're currently facing in your major gift work?

5.  What are the strengths of your major gift program?

Corporate Sponsorships

1.  If you employ corporate sponsorships as a fundraising strategy, please upload or provide a link to your corporate sponsor portfolio.

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2.  Please describe your corporate sponsorship fulfillment process or upload your fulfillment calendar/plan.

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Fundraising Infrastructure

1.  What is your cost to raise $1?

2.  Does your organization have a CRM system for tracking donors and gifts?

3.  If yes, which system do you use?

4.  How easy is it to visualize your donor data in your CRM?

arrow&v

5.  Have you made any customizations to your CRM? If so, please describe.

6.  Do you have an online giving tool for receiving donations?

7.  If yes, which system do you use?

8.  Does it integrate with your CRM?

9.  Do you have a database or CRM to manage your programmatic data?

10.  How easy is it to visualize your program data in your CRM?

arrow&v

11.  Do you have any sort of project management tools you use internally? If so, please describe.

Program Design

1. Please upload or send a link to the language you use to give an overview of your programs.

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2.  If your program has a logic model, please upload it here.

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3.  If you use specific instruments to measure program outcomes, please attach a sample of those here (surveys, interview questions, etc)

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Leadership (to be filled out by the Executive Director or Director of Development)

1. What role does the board play in fundraising?

2.  What percentage of the board gives financially to the organization?

3.  Has the organization ever employed a professional fundraiser before? If yes, please describe the role.

4.  Briefly describe the current lifestage of the organization.

5.  What percentage of your time do you estimate you spend as a:

Strategic Leader

Manager

Individual Contributor

6.  On a scale of 1-5, to what extent do you identify with the following behaviors:

  Not at all

2   A little

 Somewhat

4   Quite a bit

 Very much

Reactivity: immediate emotional reactions; the inability to be calm/playful

Herding: to accommodate the least emotionally mature; becomes intolerant to individuality and conflict for the sake of “togetherness”

Blame-shifting: defers to others the responsibility of the problem/solution

Quick fix mentality: seeking quick relief from pain, resulting in a low threshold for discomfort

Leadership fatigue: leaders react, lose vision, and cave to criticism

7.  What is the primary behavior from the list above that you struggle with?

8.  On a scale of 1-5, please rate your likelihood to do the following on a regular basis:

  Not at all

2   A little

 Somewhat

4   Quite a bit

 Very much

Calmly assess reality in the face of conflict and rejection

Self-validate

Use thoughtful principles to guide decision-making

Support others views without becoming a devout evangelist

Reject views/ideas without polarizing the differences

Define well without being pushy

Practice presence with others

Avoid dis-association

Realize realistic interdependence on others

Honestly address conflict with others

Empathize without enmeshment

9.  What area of leadership would you most like to improve in the coming year?

© 2019 by SEED FUNDRAISERS.

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Seed Fundraisers Office

P.O. Box 265

Beaver, PA

15009