Monthly Giving Assessment
Monthly Giving Assessment
Monthly Giving Assessment
Monthly Giving Assessment
Monthly Giving Assessment

Gift of the Givers | Organisational Assessment

This assessment marks the first step in developing a comprehensive monthly giving strategy for Gift of the Givers. It will help us understand your organisational structure, available resources, and donor ecosystem—enabling us to build a realistic, scalable plan for acquiring thousands of monthly donors and growing your recurring revenue sustainably over the next 3–5 years. This section should be completed by a member of senior leadership, such as a Director, CEO, COO, Head of Fundraising, or equivalent. All questions refer to the 2024 calendar year (1 Jan – 31 Dec 2024).

A. Organisational Structure and Operations

Please either describe or upload — you can do both if you like.
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    Departmental Staffing Breakdown (2024)
    Fundraising
    Marketing & Communications
    Finance & Administration
    Programmes & Projects
    IT / Data
     
    List how many full-time, part-time staff, and volunteers are in each department.
    Do you have a strategic plan that includes donor growth?

    B. Revenue and Donor Landscape (2024)

    Do you track donors as well as types/channels using a CRM?

    C. Strategic Fit & Commitment

    How important is monthly giving to your strategy?
    Leadership support for monthly giving strategy
    Leadership support for budget towards monthly giving implementation
    Leadership support for re-investment of monthly giving revenue towards further growth

    D. Project Participation and Subsection Allocation

    Nominate one or more team members to be included on all campaign communication as the "Campaign Manager/s"
    Campaign Manager
     
    Provide the Name, Job Title, and Email for each area below.
    Nominate team members responsible for providing detailed information on each section
    Fundraising & Campaigns
    Marketing & Communications
    Finance & Systems
    Donor Engagement & Stewardship
    Data / CRM / IT
     
    Provide the Name, Job Title, and Email for each area below.

    E. Final Notes from Leadership