Organisation Context

What is your organisation's approximate annual fundraising target?

Under $100K

$100K - $500K

$500K - $1M

$1M - $5M

Over $5M

What percentage of your current revenue comes from major donors (gifts of $1K+)?

0-10%

11-25%

26-50%

51-75%

76%+

Leadership & Mindset

Does your organisation have a written fundraising strategy or plan?

Yes, updated annually

Yes, but it's outdated (2+ years old)

We have goals but no formal plan

No

How often do you review progress against your fundraising goals?

Monthly

Quarterly

Annually

When we remember

We don't track progress

How comfortable do you personally feel asking someone for a major gift ($5K+)?

1 Very uncomfortable

2

3

4

5 Very comfortable

In the past 12 months, approximately how many face-to-face meetings have you had with potential or current major donors?

20+

10-19

5-9

1-4

0

Board & Team Engagement

What percentage of your board members make an annual financial contribution to your organisation?

90-100%

70-89%

50-69%

25-49%

Under 25%

How actively do your board members participate in fundraising activities?

They regularly make introductions and join donor meetings

They occasionally help with introductions when asked

They give their own money but don't help with fundraising

They're uncomfortable with fundraising activities

We don't ask them to help with fundraising

Systems & Pipeline

How many qualified major donor prospects (people who could give $1K+ and have some connection to your cause) are in your current pipeline?

50+

20-49

10-19

5-9

Under 5

We don't have a prospect list

How do you currently track donor and prospect information?

Professional CRM system (Salesforce, DonorPerfect, etc.)

Spreadsheet with systematic tracking

Basic spreadsheet or documents

Email and memory

We don't track this information

Relationship Management

How do you typically steward and thank major donors?

Personalised touches plus regular impact updates

Personal thank you plus annual report

Standard thank you letter/email

Receipt only

We don't have a systematic approach

How often do you communicate with your major donors outside of asking for money?

Monthly updates and check-ins

Quarterly updates

Annual updates only

Only when asking for money

We don't have regular communication

Sustainability & Risk

What percentage of your major donor revenue comes from your top 3 donors?

Under 30%

30-49%

50-69%

70-89%

90%+

We don't track this

If your CEO/primary fundraiser left tomorrow, how would it affect major donor relationships?

Minimal impact - systems and relationships would continue

Some disruption but relationships would likely continue

Significant impact - would need major rebuilding

Catastrophic - most relationships would be lost

Major Donor Fundraising Assessment