Capital Appeal Fundraising Health Check

Part one – organisational questions
Are you registered with the Charity Commission/HMRC/other body?*
If yes, please give details
1. 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 details
Have you been established for more than 2 years?*
What is your annual turnover?*
Can you please break down your income into the following broad categories?*
Community Corporate Events Legacies Major Donors Regular gifts/DM Trusts
How many months of free reserves do you currently hold?*
Is this higher or lower than your stated Reserves Policy?*
Who else does similar work to you?*
How strong are your vision, mission, values as publicly expressed?*
How long have you been providing services?*
Part Two - Do you have?
Latest set of signed accounts*
Annual report, if produced?*
Governing documents*
Reserves policy*
Plan to reach agreed reserves level (reduce or increase)*
Organisational strategy/business plan*
Details of all trustees, time in office, roles, skills & experience*
Details of CEO, time in office, skills & experience*
Details of the finance systems in place for monitoring budgets*
Facts and evidence to illustrate the need for the work the charity does*
Fundraising policies, procedures, protocols that enable the efficient management of donations etc.*
Part three – general fundraising information
How 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 Appeal Corporate Major Donor Trusts
What return on investment do you currently achieve from each area of fundraising?*
Corporate Major Donor Trusts
From which area do you gain your largest gifts*
How confident are you in your back-office support/processes for efficient fundraising?*
How confident are you that you are applying current data protection rules well and are prepared for future changes?*
Do you use appeals – capital or otherwise – to focus your fundraising messages?*
How strong do you consider your current case for support and accompanying materials to be?*
Do you have and use case studies to tell your story?*
Part four – your major donor fundraising experience
How experienced are you and your team specifically considering major donors?*
How important is major donor fundraising to your future income generation at the present time?*
How many active donors (at all levels) are on your database?*
Do you specifically define a major donor?*
If yes, please explain
What is the largest gift you have received to-date from a living person?*
How developed is your major donor prospect list?*
How actively involved are senior staff in fundraising?*
How actively involved is the Chief Executive in fundraising?*
How actively involved are trustees in fundraising?*
How content are you that your leadership group is thriving, if you have one?*
How content are you that this area of fundraising is thriving?*
Do you use events to engage your donors?*
Part five – your trust fundraising experience
How experienced are you and your team specifically considering trust fundraising?*
How important is trust fundraising to your future income generation at the present time?*
How many active trust donors (at all levels) are on your database?*
Do you undertake prospect research to replenish your potential donor list regularly?*
What is the largest gift you have received to-date from a trust?*
How content are you that this area of fundraising is thriving?*
Part six – your corporate fundraising experience
How experienced are you and your team specifically considering corporate fundraising?*
How important is corporate fundraising to your future income generation at the present time?*
How many active corporate partners (at all levels) are on your database?*
Do you undertake prospect research to replenish your potential donor list regularly?
What is the largest gift you have received to-date from a company?*
How content are you that this area of fundraising is thriving?*
Part seven – your capital appeal plans
How experienced are you and your team specifically considering capital appeal fundraising?*
Do 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?*
If yes, please explain
Have you spoken to potential donors about your plans?*
Do 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*
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