Assessment Survey Form

  • Assessment Survey

  • Is Account Number required*
  • Is Race/Ethnicity related question required*
  • Is MOU Required*
  • Picklist Is Fiscally Sponsored
  • Format: (000) 000-0000.
  • Of the operational areas listed below, please select those that are most challenging for your organization currently.*
  • Of the areas you selected above, please select the one that is most challenging for your organization currently.*
  • With regards to growing your organization’s funding, which of the following funding sources (if any) is your organization most interested in pursuing currently?*

  • Please rate the strength of your organization in the following areas

  • Strategic plan*
  • Fundraising message or case for support*
  • Donor retention (donors give again)*
  • Donor acquisition (first time giving)*
  • Recurring giving (weekly, monthly, or annual donation frequencies) *
  • Events (raising money during and/or revenue from special events) *
  • Grant writing and being awarded grant funding from Community, Private, and Family Foundations*
  • Board members engagement with fundraising*
  • Planned giving / Bequests*

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

  • Please share insights into your fundraising and your development office

  • What obstacle(s) are preventing you from increasing your fundraising results? (check all that apply)*
  • Which option best describes your usage of fundraising tools currently?*
  • Is it becoming more or less difficult for your organization to raise money?*
  • What type of support would your organization be most interested in?*

  • 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
  • Which Jumpstart model would the nonprofit (named above) like to be considered for support to enroll into (check the correct box below):

  • 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.

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