Diagnostic: Recurring Gifts

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Diagnostic: Recurring Gifts

Step 1 of 2

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Read each of the following statements and rate your program according to the scale below. Don’t spend too much time thinking about each statement; your first instinct is usually the best one. If you’re not certain, make your best guess or go with your gut instinct.
1. Recurring gifts are a core aspect of our annual giving strategy and are frequently used as a giving type by our donors.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. Our team has access to recurring gift expertise either within or outside of our organization.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. Recurring gift options have been implemented into all of our appeals and are being deployed by the appropriate staff/departments in order to best support annual giving efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. We have clear and realistic goals when it comes to active recurring gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. There is sufficient technology in place to support our recurring gift efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. Our institution has a process in place to identify prospective recurring gift donors.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. An upgrade strategy exists for those who have been giving a recurring gift over an extended amount of time.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. Compelling messaging and branding efforts currently exist to promote our recurring gift efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. The gift processing staff has been fully involved in the discussion about promoting, securing and maintaining recurring gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. The benefits of a strong recurring gift program are well understood and have been communicated appropriately to those in leadership positions.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. Recurring gifts are being utilized with current faculty and staff through the use of monthly payroll deductions.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. There is a documented calendar of recurring gift appeals that is updated regularly and shared with relevant staff and volunteers throughout the year.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. Recurring gift options are available for all giving opportunities including giving day appeals and crowdfunding projects.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. A good process exists for initially acknowledging a new recurring gift.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. Recurring gift donors receive consistent communications about the impact of their contributions.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. There is a system in place to contact recurring gift donors whose credit card is set to expire or has recently expired.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. Recurring gift results are carefully analyzed and shared regularly.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. The cost of implementing and maintaining recurring gifts is understood and discussed annually in the budgeting process.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. Our donor retention rates are being positively impacted by an increase in recurring gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. Peer networks play an important role in helping our team stay on top of best practices in recurring gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree

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