Tool
Advancement Diagnostic
What Today’s Teams Must Get Right to Grow Giving and Build the Pipeline
Advancement teams are under pressure to drive growth with limited staff, tighter budgets, and rising donor expectations.
This Advancement Diagnostic offers a quick, practical way to assess whether your strategy is positioned to deliver results today and build a sustainable pipeline for the future. It outlines the core components of high-performing advancement programs and helps leaders pinpoint where they are strong and where focused improvement could have the greatest impact.
What you will assess
- Alignment between donor priorities and institutional goals
- Effectiveness of donor acquisition and mid-level engagement
- Strength of your digital donor experience
- Use of data, CRM, and AI to guide strategy and personalization
- Staff capacity and focus on high-impact fundraising work
By rating each area, teams can quickly surface gaps, clarify priorities, and focus leadership conversations on what matters most for growth.
More Resources
Infographic
Annual giving’s critical role in the journey to major gifts
This infographic illustrates how annual giving supports every stage of the donor journey, from first gift to leadership…
Advancement Marketing Services
Tool
Planning During Times of Uncertainty
This planning tool helps advancement leaders stress-test their strategy against uncertainty.
Advancement Marketing Services
Infographic
A year-long look at annual giving
This infographic provides a clear, month-by-month view of how successful teams structure annual giving across the full calendar…
Advancement Marketing Services