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Connective Impact Funding Quick Start Assessment

Fundraising is a marathon, not a sprint, and staying relevant to funders is critical. Do you have all the core elements in place, like programmatic priorities, funding needs by program, prospect list and outreach plan? 

Use this assessment to determine what pieces of your fundraising approach are solid, and which are still in need of some work. 

Click the button below to start. 

Start

Question 1 of 11

Do you have an understanding of your organizational priorities for which you are responsible for raising money? If you choose "Yes", this means that you are confident in the programmatic direction of your organization, and have a clear sense of where funding will be allocated and how it will be spent. 

By choosing "No", it may mean you still have some work to do understanding programmatic priorities and paths for funding.

A

Yes

B

No

Question 2 of 11

Do you have a clear numeric funding goal for the next 12 months? 2 years? 3-5 years?

A

Only next 12 months

B

Yes for the next 1-2 years

C

Yes for the next 3-5 years

D

Yes for more than 5 years

E

No

Question 3 of 11

If you were to bring in $250,000 of unrestricted funding tomorrow, do you know where it would be spent and how?

A

Yes

B

No

Question 4 of 11

Do you know if the funds you are seeking as part of your role would go towards new and untested programs or projects, or are they meant for replication/scaling?

A

New Projects/Programs

B

Replication/Scaling

C

Both

D

Other

Question 5 of 11

Do you have a sense of your organization's existing funders and how your relationships have progressed with them? Could you list them if you had to?

A

Yes

B

No

C

Somewhat

Question 6 of 11

Do you have a prospect list for new funders?

A

Yes

B

No

C

Working on it

D

What's a prospect list?

Question 7 of 11

Whether you have a prospect list or not, do you have a sense of what type of funders you are looking to engage? Consider that there are multiple types (government/public sector, foundation/philanthropic, corporate, impact funder, innovation awards).

A

Yes

B

No

C

Somewhat

Question 8 of 11

Do you have an outreach strategy to engage funders (both to build on existing relationships and establish new ones?) This would include regular communication via emails, meetings (in person where possible), sharing project news, ensuring your leadership is engaged, etc.

A

Yes

B

No

C

Somewhat

Question 9 of 11

Do your technical teams, program staff, leadership and your fundraising colleagues know their roles and responsibilities as it relates to engaging funders?

A

Yes, everyone is clear on their roles

B

Some are, some are not

C

No

D

Other

Question 10 of 11

Do you have a written fundraising strategy?

A

Yes

B

No

C

We have elements of a strategy written down

D

Other

Question 11 of 11

This completes the assessment. On the next page, you'll be able to receive your results, plus a series of recommendations, via email. You are welcome to opt out at any time. If you want to provide any additional information for us to review, or if you want us to respond to you on a particular question we asked, please share more details below. Otherwise you can type N/A.

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