Meet The Moment - Pulse Check Executive Summary

• Destabilization of historically strategic and stable federal funding sources • Pressure to limit gender and diversity language in storytelling and grant narratives

STRATEGIC IMPLICATION When external risk is policy-driven and concentrated, the response cannot be incremental. Diversification toward individual giving, donor-advised funds, and earned revenue is no longer a long-term goal — it is a near-term resilience play.

FUND DEVELOPMENT SELF-ASSESSMENT

Participants rated their organizations on twelve statements across portfolio risk, individual giving readiness, and donor practice, using a 1 (Strongly Disagree) to 5 (Strongly Agree) scale. The aggregate scores tell a clear story: most organizations are below the midpoint on nearly every dimension, with the lowest scores concentrated in individual giving infrastructure.

Portfolio Risk & Resilience

Statement

Score

Signal

2.4

GAP

Funding portfolio is sufficiently diverse

2.6

GAP

No unmitigated major funder risks in next 12 months

3.1

EMERGING

3–6 months of operating reserves in place

2.5

GAP

Board actively engaged in fund development

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