Nonprofit Fundraising Health Scorecard

Instructions

Rate each item 1 (critical gap) to 5 (operating well). Be honest — this is a diagnostic, not a report card.

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Donor Retention

First-year donor retention above 25%

Overall retention above 50%

Lapsed donor reactivation campaigns running

Retention tracked by acquisition channel

Upgrade pathways defined and active

Section: 0/25

Revenue Diversification

3+ distinct revenue streams

No single source exceeds 40% of total

Monthly/recurring giving program active

Planned giving pipeline exists

Corporate/foundation grants diversified

Section: 0/25

Data & CRM

CRM is single source of truth

Data entry standards enforced

Donor segmentation used for all appeals

Reporting dashboard updated in real-time

Integration between CRM and email/marketing

Section: 0/25

Team & Leadership

CDO/fundraising leader in place

Staff workload sustainable (not burning out)

Professional development budgeted

Clear performance metrics for every role

Succession plan for key positions

Section: 0/25

Stewardship

Thank-you within 48 hours

Impact reports sent annually

Major donor stewardship calendar active

New donor welcome series running

Donor recognition program current

Section: 0/25

Campaign Operations

12-month campaign calendar published

A/B testing standard practice

Post-campaign analysis within 2 weeks

Multi-channel coordination (mail, email, phone, social)

Campaign briefs written before execution

Section: 0/25

Financial Health

Fundraising budget tied to projections

Cost-to-raise below 25 cents per dollar

Cash reserves cover 3+ months of operations

Restricted vs unrestricted tracked accurately

Monthly cash flow forecasting in place

Section: 0/25

Technology & Automation

Online giving optimized for conversion

Gift acknowledgments automated

Failed payment recovery (dunning) automated

Data flows between systems without manual work

AI or automation explored for routine tasks

Section: 0/25

See Your Results

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Your Fundraising Health Score

Total Score / 200

Health Percentage

Your Status

Priority Actions

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