The Campaign Readiness Scorecard measures your readiness to start and manage a fundraising campaign.

In your results, you’ll:

  • learn how a fundraising campaign (capital or programmatic) works,
  • discover opportunities to improve your campaign plan and
  • gain strategies for every phase of your campaign.

Answer 40 questions and get your scorecard. Free of charge - no strings attached.

Preparing for a fundraising campaign requires a comprehensive plan. If you start before you’re ready, you’ll jeopardize the project — and your opportunity to create transformational change.


The Campaign Readiness Scorecard will reveal your strengths and weaknesses in each of the 

7 Elements of a Transformational Fundraising Campaign


Transformational Vision

Philanthropists want to change the world. Your vision needs to match their ambition.

If it doesn’t, you’ll find it hard to convince donors to give big gifts - and to keep your team inspired. 

Is your vision transformational?

Fundraising Leadership

A successful campaign requires bold, fully-invested leadership willing to learn how to fundraise. Your Executive Team and Board must unite around a shared vision and commitment. 


Is your board and team committed?

Track Record & Authority

Donors need evidence that your charity can be trusted to execute its campaign vision. Your past performance - and your messaging about that performance - must demonstrate trustworthiness. 


Do donors know, like and trust you?

Storytelling

Fundraising is about telling a story that envisions a new world - and then finding the donors who want to make that world a reality. Your Case for Support is the medium for telling that story. 

Does your Case tell a world-changing story?

Donor Identification

Getting clear about who your donors are allows you to fundraise effectively. When you’ve qualified your donors, you know which individuals are most likely to care about your vision and give a transformational gift. 

How well do you know your donors?

Discovery Visits

If you’re willing to put yourself in front of donors, listen to their hopes and dreams and then offer them a once-in-a-lifetime chance to fulfill those dreams through your campaign, you’ll secure extraordinary gifts. 

Are you using permission based asking?

Stewardship

Donors invest in your vision and expect to receive a return in the form of joy, meaning and purpose. Stewardship is the practice of delivering that return by sharing the impact gifts have made. 

Can you deliver on your promise to donors?