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Assessment Request
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Organization name
About your organization
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Your name
Your email address
Instructions
For each of the following sections, please check the box to the left of any item that applies to your organization.
Financial
What is your organization's current annual budget?
Do you have two prior years of agency budgets to provide?
Do you have a proposed agency budget for this fiscal year?
Do you have separate budgets for all of your programs for the most recent year?
Do you have proposed program budgets for this fiscal year?
Can you provide a current Balance Sheet?
Can you provide a Profit and Loss statement?
Do you have a recent audit (within the last fiscal year)?
Do you conduct annual audits? If not, what type of annual financial review do you conduct?
Do you have written financial procedures?
Have you experienced tax related issues with the Federal Government?
Do you track in-kind donations of volunteer time and donation of goods/services?
Identify how you fundraise/raise money
Have endowment
Direct mail/email
Development Department secures direct donations
Write grants/receive grant funding
Conduct fundraising events (such as golf tournaments)
On-line fundraising strategies/other technology
Fee for Service Income/Social enterprise
Other
Have you had previous success in winning grants?
Organizational
Can you provide a Board of Directors list with affiliations?
Does your board reflect the diversity of your community and clients?
Do you have a written history of your organization and of your programs you can provide?
Do you have job descriptions for all administration and program staff?
Can you provide resumes/bios for key staff?
Do you have a 501(c)(3) letter of determination from the IRS?
Do you have the certification to solicit funds in your state?
Do you have the state certificate as a non-profit doing business in your state and are you in good standing?
Can you provide a list of collaborative partners?
Can you provide copies of your Bylaws and Articles of Incorporation?
Do you have the following policies and procdures?
Sexual Harassment
Conflict of Interest for board and key staff
EEO (non-discrimination)
Emergency Preparedness
Succession Plan/emergency leadership protocols
Do you have a giving policy for your board of directors?
Do 100% of your board members personally financially donate to the organization?
Do your board members use their influence in the community to raise funds and awareness for your organization?
Do your board members recruit new board members?
Do your board members receive annual training regarding board roles/responsibilities?
Do the majority of your board members attend your organization's fundraising and community events?
Programs
Do you have goals and objectives for each program?
Are you using measurable outcomes for each program?
Do you use specific tools (ex. surveys, tests, etc.) to measure your outcomes?
Do you create reports for these measurable outcomes?
Do you have success stories you can share?
Do you have past grant narratives you can share?
Capacity Building
Do you feel you currently leverage online donation/fundraising technology efficiently and effectively to help maximize funding, data gathering, and engagement opportunities?
Do you have a fundraising development plan?
Do you have a 3-5-year Strategic Plan?
Do you use a Client Relationship Manager (CRM) system?
Do you have plans for a capital campaign in the next 2 years?
Do you have plans to hire executive team members in the upcoming 2 years?
Do you have plans for a merger in the upcoming 2 years?
Do you feel your current website showcases your brand, initiatives, and impacts storytelling efficiently and effectively to help maximize funding opportunities?
Have you or do you plan to conduct Major Gift Donor Prospect Research?
Have you received a Google Ad Words Grant?
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