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Great Fundraising

How strong is your great fundraising practice? This short, evidence-based self-assessment scores your organisation against fundraising standards, shows where your biggest gaps are, and puts the most useful fixes first.
It takes about 10 minutes. Every question is optional, and the more you can share, especially real numbers and documents, the more accurate your result.

Can your fundraising leader name your NGO's current strategic posture in one sentence, and is it documented?

Can your fundraising leader name your NGO's current strategic posture in one sentence, and is it documented?
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How would the fundraising TEAM describe the leader's primary mode?

How would the fundraising TEAM describe the leader's primary mode?
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How often does your fundraising team have direct contact with beneficiaries (visits, video from the field, beneficiary stories)?

How often does your fundraising team have direct contact with beneficiaries (visits, video from the field, beneficiary stories)?
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Does the fundraising leader exhibit servant-leadership behaviours, focusing on team members' needs, recognising contributions, encouraging development, modelling service?

Does the fundraising leader exhibit servant-leadership behaviours, focusing on team members' needs, recognising contributions, encouraging development, modelling service?
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Does the NGO have a written multi-year (3+ years) fundraising strategy, not just an annual budget?

Does the NGO have a written multi-year (3+ years) fundraising strategy, not just an annual budget?
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If you asked a fundraising staff member 'why does your work matter?', what kind of answer would you get?

If you asked a fundraising staff member 'why does your work matter?', what kind of answer would you get?
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If you asked a PROGRAMME manager 'how do donors influence what you do?', what would they say?

If you asked a PROGRAMME manager 'how do donors influence what you do?', what would they say?
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What language does internal communication (board papers, team meetings) use to describe donors?

What language does internal communication (board papers, team meetings) use to describe donors?
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Do NEW HIRES across ALL functions (programme, ops, comms, fundraising) receive philanthropy / fundraising orientation in induction?

Do NEW HIRES across ALL functions (programme, ops, comms, fundraising) receive philanthropy / fundraising orientation in induction?
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How does the WHOLE organisation hear about / celebrate fundraising wins?

How does the WHOLE organisation hear about / celebrate fundraising wins?
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What percentage of your board members made a personal gift this year?

What percentage of your board members made a personal gift this year?
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Beyond governance, what role do board members play in fundraising, ambassadors / advocates / askers?

Beyond governance, what role do board members play in fundraising, ambassadors / advocates / askers?
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How often is philanthropy / fundraising on the BOARD AGENDA?

How often is philanthropy / fundraising on the BOARD AGENDA?
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What's the per-staff annual training/development BUDGET for the fundraising team?

What's the per-staff annual training/development BUDGET for the fundraising team?
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Has the fundraising team done a team-engagement / supervisor-support survey in the last 12 months, and is the leader's voluntary turnover rate tracked?

Has the fundraising team done a team-engagement / supervisor-support survey in the last 12 months, and is the leader's voluntary turnover rate tracked?
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When promises made to staff at hire change (role, development, advancement), how is that handled?

When promises made to staff at hire change (role, development, advancement), how is that handled?
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Suggested uploads

These are optional. If you can share a few, we can check your answers against real evidence and give you a sharper, more useful result:

• Strategic plan / fundraising plan referencing posture choice
• Recent resource-allocation decisions traced back to posture
• Team's recent 360° feedback or leadership survey
• Beneficiary-contact rhythm artefacts (visit logs, video archive)
• Recognition / development programme description
• Multi-year fundraising plan
• Induction materials showing mission/vision framing
• Sample team-meeting agendas showing meaning-making rituals
• Cross-functional decision logs showing donor consideration
• Internal language samples (board papers, internal comms)
• Donor advisory council membership / meeting notes
• Induction materials for non-fundraising hires
• Recent org-wide communications celebrating fundraising
• Sample non-fundraising job descriptions
• Board giving roster (% participation; gift levels)
• Board fundraising activity log
• Board agendas for the year
• Training budget and recent staff development records
• Latest team engagement survey results
• Voluntary turnover rate for fundraising team
• Written strategy document
• Review meeting minutes
• Annual revenue mix by source
• List of launches with dates
• Any evaluation reports
• Culture/engagement survey results if any
• Org chart with tenure dates
• Board giving policy
• Screenshot or description of CRM

Upload any of these documents (optional). You can add several files.

A little context

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?
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D

Where do you keep the relevant records?

Where do you keep the relevant records?
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Anything outside your control that recently affected this area? For example a crisis, a funder leaving, or a sector shock.

This is a demo of the tool. If you have any feedback on it, we would appreciate hearing it.