Assessment Survey Form

Assessment Survey
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Account Id
Foundation Account Name
Contract Id
Foundation Contract Number
Lead Owner*
SFDC user id for Gabilera Hoffman
yesno
yesno
Organization Name*
EIN Number*
Note – if your organization is fiscally sponsored, enter your fiscal sponsor’s EIN above and check this box
YesNo
EIN Number without fiscally Sponsored
EIN Number with fiscally Sponsored
Title*
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Street*
City*
State/Province*
Country*
Zip /Postal Code*
What is your organization’s annual operating budget?*
How does your organization staff the fundraising role?*
Which option best describes your mission?*
How many full-time staff members do you employ?*
How many part-time staff members do you employ?*
Which of the following best describes the race of your organization’s CEO / Executive Director?*
Which of the following best describes the ethnicity of your organization’s CEO / Executive Director?*
Raising money, fundraisingGrant writing and securing grant fundingHuman resources and retaining staffFinancial management and accountingBoard governance and oversightProgram evaluation and performance measurementCommunicationsStrategic planningTechnology and technical skillsInfrastructure (physical assets / office space)
Raising money, fundraisingGrant writing and securing grant fundingHuman resources and retaining staffFinancial management and accountingBoard governance and oversightProgram evaluation and performance measurementCommunicationsStrategic planningTechnology and technical skillsInfrastructure (physical assets / office space)
If you would like to provide any additional information or insight with regards to your selections from the previous two questions, please do so here:
IndividualsFoundationsGovernmentCorporateEarned RevenueOtherNone of the above, our funding is well diversified
Please rate the strength of your organization in the following areas
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
ExcellentGoodFairPoorNonexistent
Please provide the following figures for the past 12-months (estimates are fine)
How much revenue did your organization raise from events in the past 12 months? *
How many individual donors gave over $1,000 to your organization in the past 12 months? *
How much in total (from donations and events) did your organization raise from individuals in the past 12 months? *
How many individuals made a gift to your organization in the past 12 months?*
How many individuals make up your base of constituents (donors, volunteers, subscribers, etc.) and that you have a form of contact information for? (emails, phone numbers, and/or addresses) *
Please share insights into your fundraising and your development office
No time, no development staffLack of technical skills or trainingLimited budget to invest in supportOutdated or underutilized fundraising technologyLimited board or organizational buy-in
We are actively using a donor database. It is integrated with our tools for communications and online campaigns.We have a donor database, but we are not leveraging it to the full extent.We do not currently have a donor database or management system. We track this in Excel, but we do use tools for email marketing and/or for online fundraising.We do not currently use anything for donor management, communications, or for online fundraising.
Easier, we are raising money more confidentlyNeutral, our fundraising is consistentHarder, we are raising less money and/or feel less confident
Would you like to include any additional details around fundraising challenges that your organization faces?
What donor management or donor database system (if any) does your organization use currently? *
What email marketing system (if any) does your organization use currently? *
What online fundraising system (if any) does your organization use currently? *
1:1 fundraising coaching as well as technology / technical assistance1:1 fundraising coaching alone (we do not need tech or TA)Group workshops or trainings
Is there anything else you would like to share with us with regards to challenges that your organization faces? (and/or how we might be able to better support your mission through technical assistance or other offerings?)
Which program offering is your organization interested in applying for?

Jumpstart Activate – best for smaller organizations just getting started with individual giving + organizations already using a software platform to manage donors that they are happy with
- Yearlong virtual coaching with a fundraising expert (15 hours)
- Resource library (templates, checklists, fundraising plans, etc.)
- Ongoing curriculum, webinars, and coach-led workshops
- Optional use of online fundraising tools and Bonterra Payments
- Technical assistance and live/on-demand training
Jumpstart Accelerate – best for organizations with an existing donor base & ready to implement a software platform or looking to switch platforms
- Yearlong virtual coaching with a fundraising expert (15 hours)
- Resource library (templates, checklists, fundraising plans, etc.)
- Ongoing curriculum, webinars, and coach-led workshops
- Bonterra Payments
- Technical assistance and live/on-demand training academy
- Full access to Bonterra Fundraising Essentials, including donor and volunteer
  management, multi-channel communications, campaigns, events, auctions,
  reporting, and QuickBooks Online integration
- Data bootcamp, data migration, guided implementation
ActiveAccelerate
By submitting this assessment, your nonprofit confirms that it understands the resources offered through Jumpstart and wishes to be considered for program support. Participation signals a commitment to the following:
- Time commitment: It is recommended that participating nonprofits dedicate themselves to weekly fundraising-related activities throughout the yearlong program. This is a trust-based commitment—sustained effort is required for success.
- Team-based approach: The monthly time commitment to the Jumpstart Program may be shared across staff, board members, and/or volunteers. This time includes engaging in:
  - Regularly meeting with your selected Fundraising Coach
  - Attending coach-led workshops for Jumpstart participants
  - (Accelerate model only) Adopting and using the provided technology, including managing contacts, entering and acknowledging gifts, using communication tools, and creating online campaigns.
- Program feedback: Participating nonprofits will be asked to respond to two brief surveys over the course of the program to share feedback and outcomes. This input helps our funder partners understand the program’s impact and is greatly valued.
- If selected to participate in the program, by using Bonterra products you agree to our terms, available at https://www.bonterratech.com/legal
Jumpstart works when participants fully engage. Organizations that commit consistently throughout the year are more likely to see increased fundraising capacity and revenue. By submitting this assessment, you affirm your willingness to participate—not out of contractual obligation, but because your organization is motivated to leverage the program and strengthen its fundraising outcomes.

Accelerate Model Only – Year Two (Tech Suite Continuation)
After completing the yearlong Accelerate program, nonprofits may choose to continue using the tech suite or opt out. If you opt out, you can export your data for future use. Graduates who continue, receive a special rate of $200/month for 12 months following the program.

After Year Two, pricing shifts to standard market rates based on the number of contact records in the donor management system:

1,000 contacts: $2,760/year
2,500 contacts: $3,450/year
5,000 contacts: $4,140/year
10,000 contacts: $5,520/year
Pricing is subject to change.
I understand what is expected of my organization if selected to participate in the Jumpstart Program
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Assessment Survey

Please rate the strength of your organization in the following areas

Please provide the following figures for the past 12-months (estimates are fine)

Please share insights into your fundraising and your development office