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Diagnostic: Gift Officers
Step
1
of
2
50%
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. It is clear which prospects I am responsible for cultivating and soliciting.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
2. The number of prospects in my portfolio is manageable and has a good balance of current and prospective leadership donors.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
3. There is a system in place for keeping my portfolio current and fresh, including qualifying, disqualifying, and transitioning to other relationship managers as appropriate, and I develop and maintain clear plans for cultivating, soliciting, and stewarding each one of my key prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
4. I am comfortable in my ability to conduct research on individual prospects, and generally feel prepared going into meetings with prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
5. I am effective at securing meetings with prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
6. I am comfortable and effective at running meetings with prospects both virtually and in person.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
7. I have a clear understanding of the individual interests of my top prospects, and know how to ask strategic questions to better understand my prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
8. I understand the differences between annual, major, and planned giving and can articulate the importance of annual giving in a clear and compelling way, alongside developing strategies to optimize type of giving with my prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
9. I am comfortable making a verbal ask and addressing objections as needed.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
10. I understand how to determine the most appropriate ask amount for each of my prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
11. I can articulate the various levels of my institution’s giving societies and the benefits of membership.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
12. I have and use a variety of channels, tools, and materials to cultivate my prospects including email, phone calls, brochures, video, etc.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
13. I look for opportunities to get my prospects actively involved in advancement activities including volunteer roles, class reunion campaigns, gift challenge sponsorship, giving days, and other campus events.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
14. I follow up with prospects after meetings in prompt, consistent, and personal ways.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
15. I write and share contact reports consistently and thoroughly after each contact I have with a prospect.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
16. I know how to write (if applicable) and/or clearly explain gift proposals and agreements to my prospects.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
17. I have clear and reasonable goals for my work as a gift officer and there are processes in place to ensure productivity toward and accountability for those goals.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
18. I involve senior administrators and faculty in my prospect cultivation and/or stewardship efforts when appropriate.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
19. I meet regularly with other gift officers and development staff to discuss moves management strategies.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
20. I have access to ongoing training to help me improve my frontline fundraising skills, and understand how my current role as a frontline gift officer fits into my long-term career aspirations.
*
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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