Before we meet

Let’s make the most of your free consult.

A few quick questions about your current fundraising program, so when we sit down together, we already understand where you’re starting from.

Takes about five minutes. There’s no right or wrong answer here, just context that helps us help you.

About 5 minutes · 6 short sections
1

About your organisation

2

Fundraising snapshot

Which of these currently contribute to your fundraising income? Select all that apply.
3

Systems & donor data

Do you currently use a dedicated donor database or CRM?
How would you rate the quality and completeness of your donor data?
Needs workExcellent
Do you know your current donor retention rate?
4

Stewardship & major gifts

Do you have a dedicated major gifts program or major donor pipeline?
Do you have a documented donor stewardship or communications plan?
Do you have an active bequest / gifts-in-wills program?
5

Team & strategy

How is fundraising currently resourced?
Do you have a dedicated creative team for fundraising materials (campaigns, appeals, digital assets, etc.)?
Do you have a documented fundraising strategy for the next 1–3 years?
6

Anything else

By submitting, you agree to DGB Global following up with you about this consult.

✓

You’re all set.

Thanks for taking the time to walk us through your fundraising program. We’ll review this ahead of your consult so we can make the most of our time together. See you soon.