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
Video
Inside EAB Roundtables: Why Advancement Leaders Keep Coming Back
Join EAB's Advancement Roundtables session for focused conversations on the challenges that matter most to advancement leaders.
Advancement Advisory Services
Tool
Assess Your Stewardship Practices
This audit helps you evaluate your current practices across engagement, ownership, and donor progression—so you can identify gaps…
Advancement Marketing Services
Insight Paper
Where Advancement Is Heading in 2026 and How to Keep Pace
Discover key findings from EAB's 2026 Advancement Leaders Survey to strengthen your engagement, strategy, and drive growth.
Advancement Marketing Services