What We Do
How It Works
About Us
Let's Talk
What We Do
How It Works
About Us
Let's Talk
Strategic Self Assessment
1) Do you have standardized templates for your donor profiles?
A) Yes
B) I'm not sure
C) No
2) What indicators do you use to identify a high potential donor?
A) Existing connections with the university
B) Previous giving history
C) Google search results
3) How do you generate major donor leads?
A) Wealth screening database
B) Purchased lists
C) Independent research
4) How do you predominantly interact with alumni?
A) Online
B) Postal Service
C) Phone
5) How do you keep alumni engaged regularly?
A) Incentivized Giving Programs
B) Newsletters
C) Seasonal Outreach
6) What role do alumni play in your fundraising strategy?
A) Source of corporate gift matching
B) Irregular, but significant donors
C) Small but consistent funding source
7) Which best describes your main student recruitment strategy?
A) Maintain strong relationships with feeder schools
B) College fairs and visitation days
C) Mailing lists
8) What is the focus of your marketing to students?
A) Academic programs and majors
B) Scholarships and tuition assistance
C) Student athletics and activities
9) How does your staff combat "summer melt" from students?
A) Providing students financial aid counseling after admission
B) Sending emails about important milestones and deadlines
C) Creating online groups for students to socialize with one another
10) How do you manage contact information for donors, alumni and students?
A) A dedicated database manager
B) Periodic outreach for verification
C) Self-submitted updates
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Thank you!