free Fundraising Mastery Readiness Assessment
 

Welcome to the Free Fundraising Mastery Readiness Assessment.  By answer the following yes and no questions we can quickly and efficiently evaluate your nonprofit organizations readiness to raise money.  This is a free service brought to you by The EDGE Group.  Due to a high level of interest in this assessment, please allow 2-3 business days for your assessment results to be made available.  Once your assessment result report is complete we will email it to you, so please be sure to include your email address below. 
Your Name  
The name of your charity  
Your email address  
Re-enter your email address  
     
     
     
Questions   Yes No
1. Is your charity incorporated?   
2. Has your charity received a 501(c)(3) or other tax-exempt classification from the IRS?     
3. Are all Board members expected to give financially?     
4. Is the Board active in fundraising outside of giving financially?    
5. Does your charity have a written annual fundraising plan?     
6. Does your charity issue an annual report based on past fiscal year accounting records?   
7. Is there a staff member assigned to oversee all fundraising tasks?   
8. Did your charity raise the amount it had budgeted for contributions last year?     
9. Do you thank donors for their gifts either by receipt, written note, email or phone call?      
10. Has your charity been audited by an independent accounting firm in the last 12 months?    
11. Does your charity sponsor special events for the purpose of public relations and fundraising?  
12. Does your charity have a direct appeal program currently in place?  
13. Does your charity have access to graphic designers and photographers?    
14. Does your charity receive funding from corporations and/or foundations?      
15. Has your charity ever received planned gifts, such as a Will or Bequest?      
16. Has your charity ever received in-kind gifts?  (Goods, products, software, cars, etc.)      
17. Does your charity keep detailed giving and contact records on all donors?      
18. Is current technology used to help track donor activity and information?      
19. Is your information management or computer system adequately doing the job?     
20. Is there a staff member who maintains donor records?      
21. Is there a bookkeeper or accountant on staff who deposits and tracks gifts to your charity?  

     
     
22. How many board members serve your charity?  #       
     
23. What is the annual operating budget for your charity?  $       
     
24. How many donors gave to your charity last year? #       
25. In 50 words or less explain what your charity does and/or what services it provides?          
     

 

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