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.
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Infographic
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