Fundraising Rubric Assessment
The first secret to fundraising success is having a plan!
Do you have:
- A compelling vision for your school that you can clearly communicate to your donors?
- A calendar with the right mix of relationship events, engagement events, and other activities?
- A clear understanding of the fundraising strengths and weaknesses of your school?
- The right fundraising team members with the right training?
- A donor database that will support your fundraising activities?
- A donor tracking database that ensures you collect all pledges and can accurately report tax-deductible donations?
- A gratitude tracking system that helps you thank all your donors at least three times?
- A sense of where you stand compared with fundraising best practices at other schools?
Schools that sign up for a Fundraising Rubric assessment get the answers to all these questions and more.
One of our fundraising experts will evaluate your school in each of the following areas:
- Message & Vision — How compelling is your message and vision? You need a clear vision that persuades donors to engage with your school. We evaluate your message and your marketing materials, website and communications.And, we make sure you are actually asking for donations at the right times and in the ways that will maximize donor response.
- Calendar — Together, we review and plan a calendar that has the right mix and right number of relationship and engagement events.
- Your Team — Do you have the right fundraising team members who have the skills and time to make your fundraising successful? We evaluate your team and recommend training or other ideas to help ensure your success.
- Donor Database — Effective fundraising requires that you know your donors, and this means you need an accurate database.We evaluate your data on its completeness and to see if you have all the information you need.
- Donor Tracking — How well do you track donor pledges and manage the collection process? We evaluate your systems and capabilities.
- Gratitude — Effective donor thanking is key to building your donations over time. We review your gratitude systems and help you identify any needed improvements.
- Benchmarking — You'll see how your fundraising efforts and capabilities compare with other schools and learn your top priorities for improvement.
At the end of a Fundraising Rubric Assessment, we'll deliver a report and plan that lays out how you will achieve your fundraising goals. We'll also include recommendations on where you can focus to improve your fundraising activities.
Many schools may have the strengths and capacities to implement the plan and achieve their fundraising goals. Others, may need help or want to take advantage of the efficiencies offered by our Annual Fund Campaign service .
In either case, you'll know what needs to be done so you can focus on having a great school! Contact us to learn more and see how your school can prosper.
