STEWARDSHIP CAMPAIGN READINESS ASSESSMENT

Successful Campaigns Require Planning

Complete this assessment to learn how ready your higher-education organization is to take on its next annual fund or fundraising campaign.

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Higher-Education Assessment Form:

1 Please provide an email address to send your results:*

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2 Please provide the following demographic information:

a. Name of Organization:*

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b. Your Full Name:*

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3 When Did Your Organization Last Update Its Strategic Plan?*

NeverOver 5 Years Ago3 to 5 Years Ago1 to 2 Years AgoLast Year

4 Have the Resources Needed to Complete the Strategic Plan Been Identified and Costs Quantified?*

No, We Don’t Have Cost Estimates YetOur Board/Staff Have Estimated the CostsWe Have Rough Cost Estimates From Outside ProfessionalsWe Have Reliable Cost Estimates.

5 Of Your Top 50 Prospective Campaign Donors, How Many Have Been Briefed on the Strategic Goals and Plan?*

NoneLess than 1011 to 2021 to 3031 to 40All 50

6 When Was Your Last Capital Campaign?*

Never Had OneMore than 10 Years5 to 10 YearsLess than 5 Years

7 Have You Completed a Campaign Planning (Feasibility) Study for the Campaign?*

No, We Have NotYes, More Than a Year AgoYes, 6 Months to a Year AgoYes, Less Than 6 Months Ago

8 Do Your Board Members Provide Financial Contributions Annually to Support the Organization?*

Our Board Does Not Contribute AnnuallySome Board Members Give Annually, But Most Do NotMost of Our Board Members Give Annually100% of Our Board Contribute Annually

9 Is Your Board Engaged/Involved in Fundraising for Your Organization?*

Assisting in Fundraising is not an Expectation of Our BoardA Few of Our Board Members Assist in FundraisingSome of Our Board Members Assist in FundraisingYes, All of Our Board Members Assist in Fundraising

10 How Much Money do You Raise Annually from Contributions?*

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11 What is the Anticipated Goal of Your Capital Campaign?*

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