Organizational Assessment
We are here to alleviate the burden of securing funding for your mission and increasing your influence. This assessment will provide us a valuable assessment of your organization and identify your key strengths as well as gaps.  

Once your responses have been submitted, we will contact you for a free 30 minute consultation to review the results.
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Name and organization
What year did you receive your IRS federal exemption organization (EO) 501c3 determination letter? *
Does your organization have an annual report? *
Does your organization have a strategic plan? *
Does your organization have a development plan (12-18 month detailed programmatic goals and objectives for fundraising)? *
Does your organization have key policies and procedures that have been approved by the Board of Directors (i.e. conflict of interest policy, fiscal management policy, social media policy, anti-discrimination policy, etc.)? *
Does your organization have any letters of support or endorsements? *
Does your organization have any partnerships or close relationships with other organizations (non-profit or for-profit)? *
Has your organization had an audit within the past three years? *
Has your organization ever secured a grant? *
Are your programs based in the United States, internationally or both? *
Does your organization have measurable outcomes for programs from the previous year(s)? *
What is your organization's annual operating budget (optional, but this is a key factor in determining federal grant eligibility)?
What percentage of your annual operating budget comes from a sustained donor base of consistent giving (rough estimate is fine)? *
Please share any additional information that you believe would be helpful to know about your organization.
What is the best email for us to reach you?
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