Culture of Philanthropy Assessment for Non-Profits

Select one answer for each of the following statements.

This is a simple 25-question assessment designed to measure your organization's culture of philanthropy. Each answer is assigned a numerical score. At the end of the survey, the survey will calculate a total score for you. This score is used to determine the health of your organization's culture of philanthropy and provide insights on how it can be improved.

If you are unable to answer a question, you may provide a comment in the "Other" field. This will impact your final score.

At the end of the survey, you will be invited to provide your contact information so we can email your philanthropic culture assessment to you to share with others in your organization.

Thank you for participating!

Vision Philanthropy Group: Bold Asking® Philanthropy Education, Training, and Coaching Assessment. www.visionphilanthropy.com

Question Title

* 1. Philanthropy is an integral component of the organization's strategic plan.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 2. The philanthropy staff is knowledgeable about the organization's philanthropic priorities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 3. The CEO/Executive Director speaks to the organization's philanthropic objectives and accomplishments at board meetings, setting the tone, importance, and expectations for philanthropy.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 4. The CEO/Executive Director routinely sets aside time in his/her schedule for private and/or small group meetings with donors and prospects.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 5. The Board meeting agenda includes a philanthropy report by the Development Committee Chair and/or the VP of Development at its regularly scheduled meetings.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 6. The Board meeting agenda regularly includes a presentation or report that demonstrates the impact of philanthropy (e.g., a "Minute for Mission")

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 7. The Board chair establishes an expectation that the organization will be amongst the Board members' top three philanthropic priorities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 8. 100% of the Board members support the institution with an annual gift and with a major or capital gift during a campaign.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 9. The CEO/Executive Director regularly meets with the VP of Philanthropy and the Development Committee Chair to discuss and plan strategic fundraising priorities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 10. The Board job description includes active participation in the fundraising process in addition to policy setting.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 11. The Development Committee members actively engage in peer-to-peer identification, cultivation and solicitation activities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 12. The Board and Development committee members know and are able to describe the organization's fundraising priorities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 13. The CEO/Executive Director, Board Chair and VP of Development partner together to accomplish philanthropy goals.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 14. The Development committee partners with the Development staff in the fundraising program by any of the following: helping to identify prospects, open doors to new prospects through introductions, hosting an event or sometimes even accompanying on fundraising calls.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 15. The Development Committee members are engaged with the Development Office in helping to build the major gift pipeline by identifying and/or making introductions to new major gift prospects.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 16. The Development Committee members are active partners in opening doors to new prospects.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 17. Board members are comfortable sharing their passion for the organization's mission and vision with prospects.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 18. The CEO/Executive Director engages prospects in one-on-one meaningful conversations about the prospects' philanthropic interests.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 19. The CEO/Executive Director and development staff are donor centric in bringing together donor interests with the organization's funding priorities.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 20. There is a commitment to best practices in fundraising performance and activity metrics.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 21. The organization’s publications (not just development marketing materials) include donor stories and describe the impact philanthropy is making in achieving mission.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 22. The CEO/Executive Director’s messages in publications include the role of philanthropy at the institution.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 23. There is a rigorous and appropriate discipline to both thanking and stewarding donors for their gifts.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 24. The organization has up to date donor recognition displays.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 25. Others in the organization know the development staff and how to contact them if someone expresses an interest in supporting the organization.

Never

Rarely

Sometimes

Usually

Almost Always

Always

Other (please specify)

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* 26. If you would like a copy of your assessment and VPG's webinar recording, "Raising Major Gifts and Elevating Your Culture as the World Recovers from Crisis", please provide your name and contact information. VPG will provide these items with no obligation.

Name *

Company *

Email Address *

Phone Number