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Member Support/FAQ
Annual Fund Leadership Giving – Self Assessment
Step
1
of
2
50%
Please read the following statements and then indicate how strongly you agree or disagree as it relates to your institution’s annual fund leadership giving efforts. Don’t spend too much time thinking about each statement. Your first instinct is usually the best one. If you’re not certain, then make your best guess/go with your gut instinct.
Staff understand what differentiates an annual fund leadership gift from a major gift.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
It’s clear who is responsible for monitoring and soliciting the annual fund’s top donors and prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
There’s a clear process in place to identify and research new annual fund leadership gift prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Annual fund leadership gift prospects and donors receive direct appeals that are segmented and personalized by gift history and gift potential.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
There’s a clear process in place to upgrade leadership donors to higher gift levels.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Annual fund gift officers have specific goals for meeting with leadership gift prospects and donors.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Annual fund gift officers are well trained and prepared to meet with leadership gift prospects and donors.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Annual Fund leadership donors receive personalized stewardship throughout the year.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Major gift officers are expected to solicit their prospects for an annual fund gift each year.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Major gift officers incorporate dual asks or blended gifts as part of their prospect proposals.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Volunteer leaders (e.g., Trustees, Alumni Board) are expected to support the annual fund and are solicited in writing each year.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Prospects are given the opportunity to express a planned gift intention on appeal reply devices.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Please provide your information below so that your results can be emailed to you.
Name
*
First
Last
Job Title
*
Institution
*
Email
*
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