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Fundraising health check

Evaluators

A serious, evidence-based check across the whole of fundraising. Pick an area, answer what you can, and see where you stand and what to fix first. Every question is optional.

EVALUATOR 01

Donor Loyalty

Keeping donors after the gift and growing their lifetime value

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EVALUATOR 02

Individual Donors

Why individuals give and how to shape the giving experience

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EVALUATOR 03

Fundraising Behaviour

The behavioural science and decision architecture of giving

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EVALUATOR 04

Fundraising and Society

How social norms, identity and peer information drive giving

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EVALUATOR 05

Fundraising Audit

Auditing your fundraising and building an evidence-based plan

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EVALUATOR 06

Fundraising Strategy

Strategy, objectives, segmentation and positioning

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EVALUATOR 07

Case for Support

Building a compelling, donor-centred case for support

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EVALUATOR 08

Direct Response Fundraising

The ask, the offer, and creative testing in direct response

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EVALUATOR 09

Digital Fundraising

Digital fundraising: email, social, and online conversion

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EVALUATOR 10

Major Gifts Fundraising

Identifying, cultivating and soliciting major donors

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EVALUATOR 11

Capital Campaigns

Planning and running capital campaigns

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EVALUATOR 12

Corporate Fundraising

Corporate partnerships and cause-related marketing

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EVALUATOR 13

Fundraising Grants

Researching, writing and stewarding grant funding

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EVALUATOR 14

Legacy and Bequest

Legacy and bequest fundraising

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EVALUATOR 15

Peer to Peer and Crowdfunding

Crowdfunding and peer-to-peer fundraising

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EVALUATOR 16

Fundraising Events

Designing and running effective fundraising events

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EVALUATOR 17

Fundraising Volunteers

Recruiting, managing and retaining fundraising volunteers

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EVALUATOR 18

Great Fundraising

The leadership, culture and organisational conditions behind great fundraising

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EVALUATOR 19

Fundraising Ethics

Acting ethically: donor rights, honesty, and professional codes

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EVALUATOR 20

Fundraising Metrics

Measuring fundraising performance honestly and usefully

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EVALUATOR 21

Analytics and Predictive Modeling

Predictive analytics for retention and lifetime value

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