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Corporate Fundraising

How strong is your corporate 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.

Which best describes your organisation on: For each active corporate prospect, the NGO has documented which motive model(s) it operates under and why?

Which best describes your organisation on: For each active corporate prospect, the NGO has documented which motive model(s) it operates under and why?
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Which best describes your organisation on: Pitch documents (case for support, proposal decks) differ by motive type?

Which best describes your organisation on: Pitch documents (case for support, proposal decks) differ by motive type?
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Which best describes your organisation on: Documented prospect pipeline with research criteria applied?

Which best describes your organisation on: Documented prospect pipeline with research criteria applied?
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Which best describes your organisation on: Research draws on appropriate data sources (business directories, financial filings, trade press, foundation databases, prior-partner profiling)?

Which best describes your organisation on: Research draws on appropriate data sources (business directories, financial filings, trade press, foundation databases, prior-partner profiling)?
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Which best describes your organisation on: How many dimensions of fit are explicitly evaluated for each major partnership??

Which best describes your organisation on: How many dimensions of fit are explicitly evaluated for each major partnership??
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Which best describes your organisation on: Has the NGO actually walked away from a partnership because of poor fit??

Which best describes your organisation on: Has the NGO actually walked away from a partnership because of poor fit??
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Which best describes your organisation on: How many distinct forms of corporate support does the NGO currently receive??

Which best describes your organisation on: How many distinct forms of corporate support does the NGO currently receive??
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Which best describes your organisation on: Of individual gifts from donors employed by match-program corporates, what % are actually matched??

Which best describes your organisation on: Of individual gifts from donors employed by match-program corporates, what % are actually matched??
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Which best describes your organisation on: Number of distinct employee-program types the NGO actively engages with (matched gifts, dollars-for-doers, federated-fund participation, fundraising match, workplace events)?

Which best describes your organisation on: Number of distinct employee-program types the NGO actively engages with (matched gifts, dollars-for-doers, federated-fund participation, fundraising match, workplace events)?
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Which best describes your organisation on: CRM campaigns disclose actual/anticipated portion benefiting charity, duration, and cap?

Which best describes your organisation on: CRM campaigns disclose actual/anticipated portion benefiting charity, duration, and cap?
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Which best describes your organisation on: The donation per unit is meaningful relative to product price (not 'paltry')?

Which best describes your organisation on: The donation per unit is meaningful relative to product price (not 'paltry')?
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Which best describes your organisation on: Is there a written policy and is it actually applied??

Which best describes your organisation on: Is there a written policy and is it actually applied??
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Which best describes your organisation on: Does policy address parent/subsidiary/supply-chain (the 'chain of command' problem)??

Which best describes your organisation on: Does policy address parent/subsidiary/supply-chain (the 'chain of command' problem)??
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Which best describes your organisation on: Each substantive corporate partnership has a written plan covering service + development + exit?

Which best describes your organisation on: Each substantive corporate partnership has a written plan covering service + development + exit?
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Which best describes your organisation on: Are outcomes measured against agreed criteria by BOTH parties??

Which best describes your organisation on: Are outcomes measured against agreed criteria by BOTH parties??
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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:

• Examples of motive-tagged corporate records
• Sample pitches showing motive-tailored variation
• Win-rate analysis by motive segment, if any
• Prospect pipeline / spreadsheet
• Research notes for at least 5 prospects showing criteria applied
• Subscription receipts or tool screenshots if claimed
• Fit-assessment template
• Completed assessments for current partnerships
• Examples of declined corporates with rationale
• Corporate revenue breakdown by form (cash / GIK / sponsorship / employee / CRM / other)
• Examples of non-cash asks
• Matched-gift revenue line in financials
• Screenshot of online-giving flow showing matching-gift discovery (if claimed)
• List of corporates with active employee-programs the NGO works with
• CRM contracts
• Sample CRM advertising showing disclosures
• Post-campaign certified funds report
• Written ethical-screening policy
• Declined-gift log (or board minutes recording decisions)
• Evidence of due-diligence research for at least one substantive partnership
• Sample relationship management plan
• Annual or quarterly review notes from corporate partnership
• Joint outcome scorecard (if claimed)

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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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.