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Answering these few simple questions will provide a clear
indication of how ready your organization is to pursue building
an endowment. If your organization isn't quite ready to begin
your campaign, these questions should provide a framework
for the issues your organization should address before embarking
on a campaign.
1. How would you describe the board of your organization?
Movers and shakers in the community
Hardworking, but relatively unknown
A few leaders, the rest followers
2. If you have an Advisory
Board, how would you describe its members?
Movers and shakers in the community
Hardworking, but relatively unknown
A few leaders, the rest followers
3. Is your organization
well-known in your community (do you have "brand" recognition)?
Yes
No
Needs improvement
4. Does your community consider your
services important and relevant?
Yes
No
Don't know
5. Do you already have 10+ major donors (who
make gifts of $1,000+) affiliated with your organization?
Yes
No
We have ______ major donors affiliated with our organization
6. Have these major donors been making gifts for three
or more years?
Yes
No
7. Will these major donors support your goal to develop
an endowment fund?
Yes
No
Don't know (need to call them and ask)
8. Does your organization
have annual membership fees or a way for individuals
to make an annual contribution?
Yes
No
9. What is your membership/contribution renewal rate?
______%
10. Will these members make an extra gift to support
the endowment fund?
Yes
No
Don't know (need to do a survey)
11. Does your Board of
Directors support the idea of establishing an endowment?
Yes
No
They are unsure
12. Will all Board Members make a gift to the endowment
fund?
Yes
No
Don't know (need to ask)
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