Part one – organisational questionsAre you registered with the Charity Commission/HMRC/other body?*YesNoIf yes, please give details1. How are you constituted? (please choose as many as apply) Charity Company limited by guarantee Community Interest Company Company limited by shares Charitable Incorporated Organisation Other Unincorporated If other, please give detailsHave you been established for more than 2 years?*YesNoWhat is your annual turnover?*Can you please break down your income into the following broad categories?*CommunityCorporateEventsLegaciesMajor DonorsRegular gifts/DMTrustsHow many months of free reserves do you currently hold?*Is this higher or lower than your stated Reserves Policy?*HigherLowerWho else does similar work to you?*How strong are your vision, mission, values as publicly expressed?*12345678910How long have you been providing services?*Part Two - Do you have?Latest set of signed accounts*YesNoAnnual report, if produced?*YesNoGoverning documents*YesNoReserves policy*YesNoPlan to reach agreed reserves level (reduce or increase)*YesNoOrganisational strategy/business plan*YesNoDetails of all trustees, time in office, roles, skills & experience*YesNoDetails of CEO, time in office, skills & experience*YesNoDetails of the finance systems in place for monitoring budgets*YesNoFacts and evidence to illustrate the need for the work the charity does*YesNoFundraising policies, procedures, protocols that enable the efficient management of donations etc.*YesNoPart three – general fundraising informationHow many members are there in your fundraising team?*Do you have these disciplines covered with specific post holders (people who specialise in this area alone)?*Capital AppealCorporateMajor DonorTrustsWhat return on investment do you currently achieve from each area of fundraising?*CorporateMajor DonorTrustsFrom which area do you gain your largest gifts*How confident are you in your back-office support/processes for efficient fundraising?*12345678910How confident are you that you are applying current data protection rules well and are prepared for future changes?*12345678910Do you use appeals – capital or otherwise – to focus your fundraising messages?*YesNoHow strong do you consider your current case for support and accompanying materials to be?*12345678910Do you have and use case studies to tell your story?*YesNoPart four – your major donor fundraising experienceHow experienced are you and your team specifically considering major donors?*12345678910How important is major donor fundraising to your future income generation at the present time?*12345678910How many active donors (at all levels) are on your database?*Do you specifically define a major donor?*YesNoIf yes, please explainWhat is the largest gift you have received to-date from a living person?*How developed is your major donor prospect list?*12345678910How actively involved are senior staff in fundraising?*12345678910How actively involved is the Chief Executive in fundraising?*12345678910How actively involved are trustees in fundraising?*12345678910How content are you that your leadership group is thriving, if you have one?*12345678910How content are you that this area of fundraising is thriving?*12345678910Do you use events to engage your donors?*YesNoPart five – your trust fundraising experienceHow experienced are you and your team specifically considering trust fundraising?*12345678910How important is trust fundraising to your future income generation at the present time?*12345678910How many active trust donors (at all levels) are on your database?*Do you undertake prospect research to replenish your potential donor list regularly?*YesNoWhat is the largest gift you have received to-date from a trust?*How content are you that this area of fundraising is thriving?*12345678910Part six – your corporate fundraising experienceHow experienced are you and your team specifically considering corporate fundraising?*12345678910How important is corporate fundraising to your future income generation at the present time?*12345678910How many active corporate partners (at all levels) are on your database?*Do you undertake prospect research to replenish your potential donor list regularly?YesNoWhat is the largest gift you have received to-date from a company?*How content are you that this area of fundraising is thriving?*12345678910Part seven – your capital appeal plansHow experienced are you and your team specifically considering capital appeal fundraising?*12345678910Do you already have a capital appeal fundraising target?*At what stage are your capital appeal plans?*Do you have a timeline set or deadline to meet for fundraising?*YesNoIf yes, please explainHave you spoken to potential donors about your plans?*YesNoDo you have any funding or reserves already committed towards the total cost?Please Confirm your Organisation Name*Please confirm your Full Name*Please confirm your Email Address* Please confirm your telephone number*Consent* I consent to contact via phone and email, as per Money Tree Fundraising's Privacy Policy.
