Test
Test
Contact Information
rbailey@novaworkscorp.com
Organization
Test
Score Summary
73
out of 100
29/40
Raw score
Building Capacity
Tier
"Test is in the Building Capacity tier with a solid foundation in strategic planning and revenue diversification. To reach the next level, you must bridge the gap between your strong operational planning and your donor engagement by prioritizing storytelling and data management."
Assessment Answers
All 10 questions with the client's selected answers and scoring.
| # | Question | Answer | Selected Response | Points |
|---|---|---|---|---|
| 1 | Does your organization have a written fundraising plan for the next 12 months? | D | We have a detailed plan with goals, strategies, and accountability | 4/4 |
| 2 | How diversified are your fundraising revenue sources? | D | Five or more funding sources | 4/4 |
| 3 | How consistently does your organization communicate with supporters? | D | Multiple times per month through various channels | 4/4 |
| 4 | How effectively does your organization tell its impact story? | A | We rarely share stories | 1/4 |
| 5 | How confident are you in your donor database or CRM system? | B | Data is incomplete or outdated | 2/4 |
| 6 | How engaged is your board in fundraising? | C | Some board members participate | 3/4 |
| 7 | How prepared is your organization to identify and cultivate major donors? | C | We have a basic cultivation process | 3/4 |
| 8 | How would you describe your fundraising team capacity? | B | Fundraising is handled part-time | 2/4 |
| 9 | How do you measure fundraising performance? | D | We regularly review KPIs and adjust strategy accordingly | 4/4 |
| 10 | If a major funding source disappeared tomorrow, how prepared would your organization be? | B | It would significantly impact operations | 2/4 |
| Total Raw Score | 29/40 | |||
AI-Generated Recommendations
5 recommendations across key fundraising areas.
Fundraising Strategy
Finding
High reliance on existing funding sources makes the organization vulnerable to sudden revenue loss.
Recommendation
Develop a formal major gift pipeline and donor retention strategy to create a financial buffer.
Expected Impact
Increased long-term financial stability and reduced organizational risk.
Next Step
Create a formal case for support and donor pipeline document.
Recommended Resource
Association of Fundraising Professionals (AFP) Major Gifts Toolkit
Donor Diversification
Finding
While five revenue sources exist, the organization lacks resilience against the loss of a key donor.
Recommendation
Diversify by launching a recurring monthly giving program to ensure reliable, unrestricted cash flow.
Expected Impact
Stabilized year-round revenue and reduced dependence on large, non-recurring grants.
Next Step
Design a 'monthly donor' campaign landing page and stewardship series.
Recommended Resource
Classy Recurring Giving Benchmarks Report
Storytelling & Communications
Finding
The organization communicates frequently but misses the mark by rarely sharing impact-driven stories.
Recommendation
Implement an impact-based editorial calendar that prioritizes beneficiary stories over transactional asks.
Expected Impact
Increased donor emotional connection and higher response rates to appeals.
Next Step
Interview three program participants and draft their stories for use in next month's newsletter.
Recommended Resource
Storytelling for Nonprofits Guide by Network for Good
CRM & Donor Stewardship
Finding
Current donor data is incomplete or outdated, hindering effective cultivation.
Recommendation
Conduct a CRM data hygiene project to update contact info and segment donor lists based on giving history.
Expected Impact
More accurate segmentation and improved success rates for personalized solicitations.
Next Step
Perform a 'data audit' to identify missing fields and execute a 're-engagement' email campaign.
Recommended Resource
DonorPerfect Data Cleanup Best Practices
Board & Leadership Engagement
Finding
Board involvement is currently inconsistent, with limited participation in active fundraising.
Recommendation
Establish a Board Fundraising Committee and formalize 'give or get' expectations.
Expected Impact
Increased board ownership of fundraising goals and an expanded network for major gifts.
Next Step
Add a 'Fundraising Progress' item to the agenda of every board meeting.
Recommended Resource
BoardSource: Board Fundraising Roles and Responsibilities