Self Assessment: Giving Days

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Self Assessment: Giving Days

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. Institutional leaders, campus partners, and the entire advancement team view giving day as an important and valuable initiative, and understand their role in supporting the event.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. Goals and expectations for giving day(s) are clear, ambitious, and realistic.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. A plan is developed 9–12 months in advance that includes specific timelines for activities, communications, and appeals.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. Key constituencies are engaged through the event, including alumni, students, parents, faculty, staff, friends, and affinity groups (e.g., athletics).*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. Key donor segments are engaged through the event, including current, lapsed, and non-donors.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. The event helps to foster positive relations between advancement and campus partners, and it improves awareness about the importance and impact of annual giving.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. There are sufficient staff and budgetary resources dedicated to giving day efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. It’s clear who is in charge of running the event, and contingency plans are in place so staff and volunteers know what to do when unexpected issues arise.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. Technology and vendors meet the needs of internal and external stakeholders.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. Volunteers, advancement colleagues, and campus partners have clear roles and expectations, receive proper training, and are provided with tools to support their efforts, including graphics, talking points, and message templates for use in emails, texts, social media posts, and individual conversations.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. Challenges and competitions are used extensively to motivate donors and volunteers.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. The event has its own distinct brand, which is consistent with the institution’s style guidelines and is displayed through print, digital, and video content.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. Multiple marketing channels, including direct mail, email, phone, texting, social content, digital ads, gift officers, and volunteers, are integrated to promote the event, and efforts are carefully coordinated so as not to conflict or overlap with other ongoing campaigns, such as capital fundraising, major giving, reunion giving, crowdfunding, #givingtuesday, and other special initiatives.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. There is a dedicated website that contains event information, a donation form, and real-time updates during the day of the event.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. There is a physical presence, both on campus and in important regions, on the day of the event that is balanced with a virtual one.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. Donors are given the opportunity to give to areas that are important to them without diverting support for the institution’s highest priorities.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. It’s clear how giving day gifts will be counted to avoid unintended overlap with preexisting gifts or pledges or cannibalization of other donations.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. Taking additional volume into account, there are adequate systems and technology to promptly process and acknowledge gifts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. There’s a plan to analyze and communicate results—and begin stewarding donors and volunteers—as soon as the event is over.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. In addition to securing a significant number of donations within its designated time period, the event also contributes to an overall increase in annual gift revenue and donor counts for the 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*
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Region*
Institution Size*
Email*

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