Scorecard: Acquisition

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Scorecard: Acquisition

Step 1 of 2

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Read each of the following statements and rate your program according to the scale below. Don’t spend too much time thinking about each statement; your first instinct is usually the best one. If you’re not certain, make your best guess or go with your gut instinct.
1. New donor acquisition is a high priority for our organization.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. Staff understand and appreciate the role that new donor acquisition plays in the donor pipeline along with retention, reactivation and leadership gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. There are specific measurable goals for new donor acquisition.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. There is a schedule for acquisition appeals that incorporates a variety of channels and is planned several months in advance.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. There is sufficient staff and budget allocated to supporting new donor acquisition efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. It’s clear who is primarily responsible for new donor acquisition.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. There are sound underlying constituent engagement programs that support acquisition, especially as it relates to students, younger alumni, new parents and new employees.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. The size and scope of the non-donor population is quantified and understood.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. Predictive modeling is used as a way to prioritize prospects without any giving history.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. Acquisition appeals include a compelling case for support and a clear ask.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. Acquisition appeals are segmented and personalized based on common characteristics, interests and preferences.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. Acquisition appeals are designed and messaged in ways that capture attention and motivate action.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. There are a variety of ways for donors to make gifts that are accessible and easy to use.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. Ask amounts are modified to appropriate levels for acquisition appeals.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. Giving days, challenges, crowdfunding, premium offers and other special campaigns are an important aspect of new donor acquisition.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. Important dates, milestones and times of year (e.g. holidays, freshman move-in, reunion) are celebrated and used to motivate first time gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. A/B testing is conducted regularly and results are used to inform future decisions concerning acquisition.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. Surveys and focus groups are conducted to understand the perceptions of non-donors.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. Reports are available to track key metrics (e.g., participation and response rates, new donor counts, coverage ratios) and evaluate the productivity of acquisition efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. There is a clear strategy in place to recognize and celebrate first-time gifts and to steward new donors in the months following their donation.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree

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