tester
test
Contact Information
jchirse@novaworkscorp.com
Organization
test
Score Summary
70
out of 100
28/40
Raw score
Building Capacity
Tier
"With a Fundraising Index Score of 70/100, your organization is in the 'Building Capacity' tier, showing excellent strength in storytelling and board engagement but significant vulnerability due to the lack of a formal plan and dedicated staff. By formalizing your strategy and diversifying your revenue, you can stabilize your operations and transition from crisis-mode to sustainable growth."
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? | A | No fundraising plan exists | 1/4 |
| 2 | How diversified are your fundraising revenue sources? | C | Three to four funding sources | 3/4 |
| 3 | How consistently does your organization communicate with supporters? | C | Monthly | 3/4 |
| 4 | How effectively does your organization tell its impact story? | D | Storytelling is integrated into all fundraising and communications efforts | 4/4 |
| 5 | How confident are you in your donor database or CRM system? | C | Data is mostly organized | 3/4 |
| 6 | How engaged is your board in fundraising? | D | Board members actively support fundraising and donor relationships | 4/4 |
| 7 | How prepared is your organization to identify and cultivate major donors? | D | We actively identify, engage, and steward major donor prospects | 4/4 |
| 8 | How would you describe your fundraising team capacity? | A | No dedicated fundraising staff | 1/4 |
| 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? | A | We would face a serious crisis | 1/4 |
| Total Raw Score | 28/40 | |||
AI-Generated Recommendations
5 recommendations across key fundraising areas.
Fundraising Strategy
Finding
No formal fundraising plan currently exists, and the organization is highly vulnerable to the loss of a major funding source.
Recommendation
Develop a 12-month integrated fundraising plan that outlines clear revenue goals, campaign timelines, and donor acquisition targets.
Expected Impact
Increased organizational resilience and proactive management of revenue streams.
Next Step
Schedule a half-day strategic planning session to map out donor solicitation goals for the next four quarters.
Recommended Resource
Association of Fundraising Professionals (AFP) Fundraising Plan Template
Donor Diversification
Finding
Reliance on three to four funding sources creates a high-risk scenario if one source is lost.
Recommendation
Launch a recurring giving program to build a reliable base of individual donors and reduce dependence on institutional grants.
Expected Impact
Stabilized cash flow and reduced fiscal vulnerability.
Next Step
Analyze your current donor base to identify 50-100 prospects who could be converted to monthly recurring contributors.
Recommended Resource
Classy Recurring Giving Guide
Storytelling & Communications
Finding
Storytelling is already well-integrated, which is a strong asset for your fundraising foundation.
Recommendation
Leverage your existing storytelling strengths by creating specific 'impact reports' for major donors to deepen their connection and retention.
Expected Impact
Higher donor retention rates and increased likelihood of major gift upgrades.
Next Step
Create a simple quarterly impact update specifically for your top 10% of donors, focusing on individual stories of change.
Recommended Resource
Nonprofit Storytelling Conference Resources
CRM & Donor Stewardship
Finding
Data is mostly organized, but the lack of dedicated fundraising staff limits your ability to maximize the CRM's potential.
Recommendation
Establish standard data entry protocols and automated workflows to ensure donor stewardship is consistent even without a dedicated staff member.
Expected Impact
Improved donor data integrity and more timely, personalized stewardship.
Next Step
Identify one staff member or volunteer lead to be the 'data champion' responsible for weekly CRM updates and segmentation.
Recommended Resource
TechSoup CRM Implementation Best Practices
Board & Leadership Engagement
Finding
Your board is already highly engaged in fundraising, which is a rare and powerful competitive advantage.
Recommendation
Formalize this engagement by creating a 'Board Fundraising Committee' that focuses on donor cultivation and networking events.
Expected Impact
Increased capacity to identify and engage new major donor prospects despite current staffing limitations.
Next Step
Task the board with hosting one 'friend-raiser' event per quarter to expand the organization's reach.
Recommended Resource
BoardSource Governance and Fundraising Training