Name
*
First Name
Last Name
Email
*
Phone
*
(###)
###
####
Do you have your 501c3 status with the IRS?
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Yes
No
If no, do you have or are you interested in establishing a foundation for your organization?
Fundraising Experience
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Check all that apply
None
Events (galas, raffles, -thons, restaurant nights, etc.)
Mass Appeal (Giving Tuesday, appeals, crowdfunding campaigns, etc.)
Grant Writing
Sponsorships (or other corporate engagement)
Major Gifts (high-net-worth donors)
Other
Organization's Mission
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My organization has fundraising experience:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
I am familiar with the term 'development' as it pertains to the nonprofit industry
Our organization has an established Google account and shared drive
Our organization has an operational accounting system (ie: Quickbooks)
Our organization has a tax preparer/CPA
Our organization has a business lawyer
I am familiar with case statements and their purpose:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
I have content written about my organization (on an existing case statement, website, documents, etc.)
I have high-resolution pictures of my organization's programs/events/etc.
Our organization has established partners
I know people in my community who would provide me with a quote about our organization's impact
I have experience with data management:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
We currently use a database or customer-relationship-management (CRM) system
I know how to export (or otherwise organize) our membership/donor data into a .CSV file
I am familiar with Salesforce
Our leadership (board and staff) has 501c3 leadership experience and is very effective:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
I have a supportive Board of Directors (if you don't have a BoD, leave this unchecked)
Several Board and/or community members have expressed an interest in helping with fundraising
I feel comfortable asking people to spread the word about my fundraising campaign
My organization is familiar with major gifts work:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
I have a community of people/donor prospects with a capacity to give a larger gift
I have met with a donor before and asked them for a donation
I feel comfortable meeting with someone and asking them for a donation
I know what the term ‘donor stewardship’ means
My organization is familiar with annual and membership giving:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
I have previously done an online fundraising campaign
We have the capacity to accept donations on our website
We have historical data on most or all of our online donors
We run one or more annual fundraising events for our community each year
My organization is familiar with foundation research and grant writing:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
check all that apply:
We have performed research for grants
I have spoken with a program officer at a foundation before
We have applied for/written a grant
We have received one or more grants from a foundation
My organization is familiar with corporate outreach and/or sponsorship:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply:
We have approached corporations for funding
We have approached corporations for sponsorships
We have organizational metrics that would be attractive to a sponsor (ie: number of social media followers, number of visitors a year, etc.)
We have previously secured corporate sponsorship/donation support from a company
My organization is familiar with government funding opportunities:
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Check all that apply
We have approached the city/county/state/nation for funding or grants
We have organizational metrics that would be attractive to the government
We have previously secured government grants or support