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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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* Indicates required question
Name and organization
Your answer
What year did you receive your IRS federal exemption organization (EO) 501c3 determination letter?
*
Your answer
Does your organization have an annual report?
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Yes
No
Does your organization have a strategic plan?
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Yes
No
Does your organization have a development plan (12-18 month detailed programmatic goals and objectives for fundraising)?
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Yes
No
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.)?
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Yes
No
Does your organization have any letters of support or endorsements?
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Yes
No
Does your organization have any partnerships or close relationships with other organizations (non-profit or for-profit)?
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Yes
No
Has your organization had an audit within the past three years?
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Yes
No
Has your organization ever secured a grant?
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Yes
No
Are your programs based in the United States, internationally or both?
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All in the United States
Mostly in the United States
All internationally based
Mostly internationally based
Equally based in the United States and internationally
Does your organization have measurable outcomes for programs from the previous year(s)?
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Yes
No
What is your organization's annual operating budget (optional, but this is a key factor in determining federal grant eligibility)?
Your answer
What percentage of your annual operating budget comes from a sustained donor base of consistent giving (rough estimate is fine)?
*
Your answer
Please share any additional information that you believe would be helpful to know about your organization.
Your answer
What is the best email for us to reach you?
Your answer
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