Ready to Transform Your Fundraising Communications?

You're about to take a strategic assessment that will reveal exactly where your fundraising communications stand—and more importantly, where they could be taking your nonprofit's impact.

This assessment will take 10-15 minutes to complete thoughtfully. If you don't have time right now, you can bookmark this page and return when you're ready to give it your full attention.

This isn't just another generic nonprofit quiz. Each question is designed from 20+ years of experience helping nonprofits build sustainable funding through strategic communications that truly connect with donors.

How it works: Each question evaluates a critical aspect of effective fundraising communications, from mission clarity to donor engagement systems. Your honest answers will generate a personalized roadmap showing you exactly what to focus on next to increase your fundraising impact.

Before you begin:

Answer based on your current reality, not where you want to be
Consider your organization's actual practices, not just intentions
Take your time—thoughtful answers lead to more valuable insights
Remember: this assessment works best when you're completely honest about where your fundraising communications stand today

Ready to move beyond random fundraising tactics and start building sustainable donor relationships?

Your personalized results report will be delivered to your email within 24 hours of completion.

Let's begin.

YOUR INFORMATION

We'll use this to send you personalized recommendations based on your assessment results.

Name

First Name

Last Name

Phone

(###)

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Organization Name

Role/ Title

Annual Operating Budget

SECTION 1: FOUNDATION & VISION ALIGNMENT (10 POINTS)

Before you can raise funds effectively, you must be clear on WHY you exist and WHERE you're going.

Mission Clarity:

Can you explain your mission and urgent need in one sentence that compels immediate action?

Case for Support:

Do you have a clear 3-5 year vision with specific, fundable goals and measurable outcomes?

Impact Proposition:

Can you articulate exactly how donations create change in 30 seconds or less?

Organizational Values:

Are your values defined, and do they resonate with donor motivations?

Fundraising Metrics:

Have you identified 3-5 key fundraising performance indicators tied to organizational goals?

SECTION 2: DONOR UNDERSTANDING (10 POINTS)

You can't connect with donors you don't understand.

Donor Personas:

Have you developed detailed donor segments based on giving capacity, motivation, and communication preferences?

Donor Motivations:

Can you identify the top 5 reasons each donor segment gives to your organization?

Communication Preferences:

Do you know how each donor segment prefers to receive information and appeals?

Donor Journey Mapping:

Do you understand the complete path from awareness to major gift commitment?

Feedback & Retention Analysis:

Are you regularly tracking donor satisfaction, retention rates, and upgrade patterns?

SECTION 3: FUNDRAISING MESSAGING & CONTENT STRATEGY (10 POINTS)

Your message must resonate before it can motivate giving.

Organizational Voice:

Have you defined a consistent voice that builds trust and urgency for your cause?

Core Fundraising Messages:

Do you have 3-5 key messages that drive donor action across all appeals?

Impact Storytelling:

Can you tell compelling beneficiary stories that demonstrate tangible outcomes?

Urgency & Social Proof:

Do you effectively communicate time-sensitive needs and demonstrate community support?

Transparency Messaging:

Do you clearly communicate how funds are used and organizational efficiency?

SECTION 4: DONOR ENGAGEMENT CHANNELS & STRATEGY (10 POINT)

Be where your donors are, not where you think they should be.

Direct Response Optimization: Are your direct mail and email appeals optimized for response rates?

Are your direct mail and email appeals optimized for response rates?

Digital Fundraising Strategy:

Do you effectively use online channels including social media for donor acquisition and stewardship?

Major Donor Cultivation:

Do you have systematic processes for identifying, cultivating, and stewarding major donors?

Event Strategy:

Are your fundraising events generating strong ROI and building lasting donor relationships?

Board & Volunteer Engagement:

Are board members and volunteers effectively serving as fundraising ambassadors?

SECTION 5: FUNDRAISING MEASURMENT & OPTIMIZATION (12 POINTS)

What gets measured gets improved.

Fundraising Goal Setting:

Do you have specific, measurable annual and campaign goals tied to organizational needs?

Donor Journey Tracking:

Are you tracking donor progression from first gift to major donor status?

Campaign ROI Analysis:

Can you demonstrate return on investment for each fundraising channel and campaign?

Donor Retention Measurement:

Do you track and work to improve donor retention rates across all segments?

A/B Testing & Optimization:

Are you regularly testing appeals, subject lines, and donation processes?

Grant Tracking & Reporting:

Do you effectively track grant compliance and demonstrate outcomes to funders?

SECTION 6: GROWTH & SUSTAINABILITY (8 POINTS)

Build systems that scale and evolve with your organization.

Fundraising Systems Documentation:

Have you documented fundraising processes for consistency and staff transitions?

Capacity Building:

Do you have plans for growing fundraising staff capabilities and tools?

Technology Integration:

Are you using donor management and fundraising tools that scale with growth?

Diversified Revenue Strategy:

Do you have a plan for diversifying funding sources and reducing over-dependence?

ADDATIONAL INFORMATION

What is your biggest fundraising challenge right now?

What would success look like for your organization in the next 12 months?

Are you interested in learning about strategic fundraising consulting services?