Assessment Survey Form

Is Account Number required

Account Id

Foundation Account Name

Contract Id

Foundation Contract Number

Lead Owner

SFDC user id for Gabilera Hoffman

Is Race/Ethnicity related question required

Is MOU Required

Organization Name

EIN Number

Picklist Is Fiscally Sponsored

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?

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.

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:

With regards to growing your organization’s funding, which of the following funding sources (if any) is your organization most interested in pursuing currently?

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

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)

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?

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?

What type of support would your organization be most interested in?

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

Which Jumpstart model would the nonprofit (named above) like to be considered for support to enroll into (check the correct box below). Note - if your organization is an active or current Bonterra customer with Network for Good, Salsa, or EveryAction, please select “Current Bonterra Client” 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.

Year Two (Tech Suite Continuation)

After completing the yearlong program, nonprofits may choose to continue using NFG’s tech suite or opt out.

Activate enrollments could elect to continue with NFG’s systems and pursue the full tech suite. (adding the donor management and communications)
Accelerate enrollments could elect to continue with NFG’s full tech suite or they could opt out. If an organization that was supported in Accelerate elected to not continue with NFG, they can export their data for future use. (exporting master files of contact and financial data is easy to do within the system)

Graduates who continue with NFG’s system, receive a special rate of $200/month for 12 months following the program.

After Year Two or going into year three, the pricing shifts to standard market rates (which are tiered) and based on the number of contact records in the donor management system:

Up to 1,000 contacts: $3,000/year
Up to 2,500 contacts: $3,750/year
Up to 5,000 contacts: $4,500/year
Up to 10,000 contacts: $6,000/year

Pricing is subject to change.

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