AI Readiness Assessment for Nonprofit Fundraising

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1. Data Infrastructure

How clean, centralized, and accessible is your donor data?

CRM contains 90%+ of donor interactions

Gifts logged within 24 hours

Custom fields configured for your model

Duplicate records under 5%

Staff trained and using CRM daily

Dimension Score: 0/25

2. Process Documentation

Are your fundraising workflows written down or tribal knowledge?

Campaign playbooks exist for major programs

SOPs for gift processing and acknowledgments

Onboarding docs for new development staff

Donor stewardship calendar documented

Reporting templates standardized

Dimension Score: 0/25

3. Team Technical Capacity

Can your team adopt and sustain new technology?

Team regularly uses CRM reporting

Comfortable learning new platforms

Someone owns technology adoption internally

Data-driven decision making is the norm

Change management is part of your culture

Dimension Score: 0/25

4. Leadership Buy-In

Does leadership understand and support AI investment?

ED/CEO champions technology innovation

Board supports innovation budget

AI or automation is in the strategic plan

Budget allocated for technology investment

Leadership understands AI capabilities (not just hype)

Dimension Score: 0/25

5. Revenue Complexity

Does your operation have enough scale for AI to create ROI?

Annual fundraising exceeds $1M

3+ distinct revenue streams

Donor file exceeds 5,000 records

Active major gift pipeline

Monthly giving program exists or planned

Dimension Score: 0/25

See Your Results

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Your AI Readiness Score

Total Score / 125

Readiness Percentage

Your Tier

Dimension Breakdown

Your Readiness Tier

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