Self Assessment: Faculty & Staff Giving

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Self Assessment: Faculty & Staff Giving

Step 1 of 2

50%

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. Giving by faculty and staff is a high priority for the institution and its annual giving program.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. There is an appreciation for the unique characteristics of faculty and staff, the relationship that they have with their employer, and their areas of interest.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. There is good collaboration between advancement staff, academic units, and other campus partners related to faculty and staff giving.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. There are clear and realistic participation and revenue goals for faculty and staff giving.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. There is a calendar of faculty and staff communications, activities, and solicitations that is coordinated with other fundraising efforts (e.g., United Way, homecoming, reunion, giving days, crowdfunding).*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. All faculty and staff receive at least one written solicitation each year that is signed by someone who will resonate with them.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. Multiple institutional channels (e.g., email, mail, phone, meetings) are used to engage and solicit faculty and staff.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. There are unique strategies in place to engage and solicit faculty and staff who also belong to other constituency segments (e.g. alumni, parents, students).*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. Payroll deduction and recurring giving opportunities are promoted to faculty and staff clearly, receipted thoughtfully, and stewarded consistently.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. Ask amounts and fund suggestions are carefully considered and personalized as much as possible in faculty and staff appeals.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. There is a clear process for identifying, cultivating, and soliciting faculty and staff who are leadership gift and planned giving prospects.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. Information about planned giving is included in all faculty and staff appeals and stewardship communications.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. All faculty and staff gifts are promptly acknowledged regardless of gift size or designation.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. Faculty and staff prospects, donors, and volunteers are cultivated and stewarded through in-person and virtual events and activities.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. Volunteers play an important role in supporting faculty and staff fundraising efforts, and they are provided with proper training and materials to support their efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. Volunteer expectations are clearly described in a written job description that is provided to all faculty and staff volunteers and is updated annually.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. There are processes in place for continuously identifying and recruiting productive volunteers, as well as for dealing with those who are difficult to manage or unproductive.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. There are sufficient metrics, reports, and processes in place to track and evaluate faculty and staff giving on a regular basis.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. There are processes and systems in place to thoughtfully offer upgrade opportunities for faculty and staff who use payroll deduct or have a recurring online donation.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. There are communications designed to show faculty and staff the impact of their gifts each year.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree

Please provide your information below so that your results can be emailed to you.
Name*
First Last
Job Title*
Institution*
Institution Type*
Other: please specify
Region*
Institution Size*
Email*

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