Assessment - The FOCUS Group

Your Name*

First Last

Your Role / Title*

Organization*

Email Address*

On a scale of 1 to 10, how would you rate your overall fundraising efforts?*

Please enter a number from 1 to 10.

What do you feel are your organization's strengths with regards to fundraising?*

What are some things that your organization could improve in this area?*

Are you currently raising enough money to support your work?*

What is your organization most known for by your donors?*

What causes people to give to you? (Is it the previous answer, or something else?)*

How does your organization communicate its financial need and make people aware of the opportunity to give?*

What do you use when asking a donor for a gift? Do you use a "Case for Support"? If so, please attach and upload it.*

Upload "Case for Support"

Drop files here or

Max. file size: 50 MB.

How does your organization currently thank its donors?*

On a scale of 1 to 10, how would you rate, overall, the involvement of your board or other volunteers with fundraising?*

Please enter a number from 1 to 10.

Who takes the lead when it comes to fundraising for your organization?*

Please describe the role of the board in fundraising. Are there formal expectations of the board for giving and helping?*

How would you rate the board's effectiveness in fundraising? Please explain your answer.*

On a scale of 1 to 10, how well does your organization manage donors and prospect data?*

Please enter a number from 1 to 10.

Do you have a "major donor" program? If so, how is that different than how you work with mid-level or smaller donors?*

How does your organization identify and connect with potential new major donors?*

Do you raise money from foundations? Is there an opportunity to improve in this area?*

How many active donors do you have?*

How much is your largest donor giving this year?*

On a scale of 1 to 10, how would you rate your overall fundraising strategy and plan?*

Please enter a number from 1 to 10.

How would you describe your approach to raising money?*

Which fundraising activities have been the most effective (i.e., raised the most money) for your organization?*

Which have not been successful (i.e., raised the least money, especially relative to the cost involved)?*

How would you describe your organization's annual fundraising plan? (Is it in writing? If so, please upload it here.)*

Upload Annual Fundraising Plan

Drop files here or

Max. file size: 50 MB.

What is your fundraising goal for the year?*

Please describe the breakdown as to where these funds come from:*

Describe any fundraising goals for any subset of your organization or team (board, development committee, etc.):*

Are there any other details that would be helpful for us to understand?

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