Philanthropic Readiness Check

1

About your organisation

Your name

Your role / title

Organisation name

Website

Sector

Email address

Phone number (optional)

2

Fundraising snapshot

Approximate annual fundraising revenue

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

Individual / regular giving Major gifts Corporate partnerships Trusts, foundations & grants Bequests & gifts in wills Events Community & peer-to-peer fundraising Government funding Other

Which one of those is your largest single source right now?

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?

Yes, and it’s tracked regularly Roughly, but not formally tracked No, we don’t track this

4

Stewardship & major gifts

Do you have a dedicated major gifts program or major donor pipeline?

Yes, active Informally No Not sure what this means (that’s OK!)

Do you have a documented donor stewardship or communications plan?

Yes Somewhat No

Do you have an active bequest / gifts-in-wills program?

Yes No Considering it

5

Team & strategy

How is fundraising currently resourced?

Dedicated in-house team One or two staff wearing multiple hats Outsourced / volunteer-led No dedicated resourcing yet

Do you have a dedicated creative team for fundraising materials (campaigns, appeals, digital assets, etc.)?

In-house Outsourced A mix of both Not at all

Do you have a documented fundraising strategy for the next 1–3 years?

Yes, current Yes, but outdated No

What’s the single biggest challenge in your fundraising program right now?

6

Anything else

Anything else you’d like DGB to know before we’re in touch? (optional)

Let’s make the most of your free consult.