Annual Giving Program Diagnostic

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Annual Giving Program Diagnostic

Please read each of the following statements. Then, reflecting on your institution’s annual giving efforts, rate how strong you think your program is in each area. Your first instinct is usually the best one, so don’t spend too much time thinking about it. If you don’t feel strongly one way or the other, or if it doesn’t apply to your program, then rate it as “Neutral/NA”.

Step 1 of 4

25%

1. Communicating the importance and impact of annual giving*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
2. Segmenting/personalizing appeals and communications*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
3. Developing an annual fund plan for the year*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
4. Analyzing and understanding annual fund results*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
5. Collaborating with colleagues outside of annual giving*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
6. Engaging prospects and donors in between appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
7. Writing copy for annual fund appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
8. Producing direct mail appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
9. Producing email appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
10. Producing new donor acquisition appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
11. Producing current donor renewal appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
12. Producing lapsed donor reactivation appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
13. Producing leadership gift appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
14. Producing student philanthropy communications/activities*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
15. Producing young alumni appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
16. Producing reunion gift appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
17. Producing parent appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
18. Producing faculty and staff appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
19. Producing athletics appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
20. Producing affinity/special-interest appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
21. Producing financial aid appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak

22. Incorporating suggested ask amounts/levels into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
23. Incorporating challenges into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
24. Incorporating premiums into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
25. Incorporating recurring gift opportunities into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
26. Incorporating alumni participation messages into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
27. Incorporating loyalty messages into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
28. Incorporating capital campaign messages into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
29. Incorporating A/B tests into appeals*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
30. Incorporating student calls/outreach into your annual giving efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
31. Incorporating texting into annual giving efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
32. Incorporating social media content into annual giving efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
33. Incorporating video into annual giving efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak

34. Maintaining a website presence for annual giving*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
35. Running giving day(s)*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
36. Supporting crowdfunding efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
37. Producing timely and personal gift acknowledgements*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
38. Recognizing donors publicly for their support*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
39. Conducting research to identify top annual fund prospects*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
40. Meeting with prospects to support leadership gift efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
41. Mobilizing volunteers to support your annual giving efforts*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak
42. Getting feedback from donors through surveys/focus groups*
- Very Strong
- Strong
- Neutral/NA
- Weak
- Very Weak

Please provide your contact information:
First Name*
Last Name*
Title*
Institution Name*
Email*
Do you consider yourself to be the head of annual giving at your institution?*
If not you, please write the name/title below of your head of annual giving.
Would you consider being a guest speaker on a future AGN program? (NOTE: Speakers can earn a discount for their institution on its annual AGN membership fee.)*
- Yes
- No
- Maybe, would like to learn more
To complete this survey please check the box below and click submit.
Permission*
- I give permission for AGN to use this information anonymously in its research and associated materials.

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