STARTER PLUS+ PROGRAM: Consultation Name * First Name Last Name Email * Phone * (###) ### #### Organization Name * Title * What is your role at the organization? Do you have your 501c3 status with the IRS * Yes No Fundraising Experience * Select all that apply None Events (galas, raffles, -thons, restaurant nights, etc.) Mass Appeal (Giving Tuesday, appeals, crowdfunding campaigns, etc.) Grant Writing Sponsorships (or other corporate engagement) Major Gifts (high-net-worth donors) Other Team Size * Number of employees (contractors included) 1-5 6-10 11-25 26-50 51+ Members * How many members, donors, or subscribers does your organization have? 1-100 100-300 300-500 500-1,000 1,000-3,000 3,000+ Annual Budget * Please select your organization's latest annual budget range $0 - $14,999 $15,000 - $49,999 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999 $1,000,000 - $1,999,999 $2,000,000+ Just Starting/Unknown Organization's Mission * Goals What do you hope to get out of the Starter Program? CAMPAIGN READINESS The following questions will address the details within each lesson of the Starter+ Program LESSON 1: Development & Resources * My organization has experience with fundraising Strongly Disagree Disagree Neutral Agree Strongly Agree Check all that apply I am familiar with the term 'development' as it pertains to the nonprofit industry Our organization has an established Google account and shared drive Our organization has an operational accounting system (ie: Quickbooks) Our organization has a tax preparer/CPA Our organization has a business lawyer LESSON 2: CASE STATEMENT * I am familiar with case statements and their purpose Strongly Disagree Disagree Neutral Agree Strongly Agree Check all that apply: I have content written about my organization (on an existing case statement, website, documents, etc.) I have high-resolution pictures of my organization's programs/events/etc. Our organization has established partners I know people in my community who would provide me with a quote about our organization's impact LESSON 3: Data Management * I have experience with data management Strongly Disagree Disagree Neutral Agree Strongly Agree Check all that apply: We currently use a database or customer-relationship-management (CRM) system I know how to export (or otherwise organize) our membership/donor data into a .CSV file I am familiar with Salesforce LESSON 4: Leadership * Our leadership (board and staff) has 501(c)3 leadership experience and it is very effective Strongly Disagree Disagree Neutral Agree Strongly Agree Check all that apply: I have a supportive Board of Directors (if you don't have one, leave this unchecked) Several Board and/or community members have expressed an interest in helping with fundraising I feel comfortable asking people to spread the word about my fundraising campaign LESSON 5: Major Gifts * My organization is familiar with major gifts work Strongly Disagree Disagree Neutral Agree Strongly Agree Check all that apply: I have a community of people/donor prospects with a capacity to give a larger gift I have met with a donor before and asked them for a donation I feel comfortable meeting with someone and asking them for a donation I know what the term 'donor stewardship' means LESSON 6: Annual Giving * My organization is familiar with annual and membership giving Strongly Disagree Disagree Neutral Agree Strongly Agree I have previously done an online fundraising campaign We have the capacity to accept donations on our website We have historical data on most or all of our online donors We run one or more annual fundraising events for our community each year LESSON 7: Foundation Outreach * My organization is familiar with foundation research and grant writing Strongly Disagree Disagree Neutral Agree Strongly Agree We have performed research for grants I have spoken with a program officer at a foundation before We have applied for/written a grant We have received one or more grants from a foundation LESSON 8: Corporate Outreach * My organization is familiar with corporate outreach and/or sponsorships Strongly Disagree Disagree Neutral Agree Strongly Agree We have approached corporations for funding We have approached corporations for sponsorships We have organizational metrics that would be attractive to a sponsor (ie: number of social media followers, number of visitors a year, etc.) We have previously secured corporate sponsorship/donation support from a company
