Meet The Moment - Pulse Check Executive Summary

Individual Giving Readiness

Statement

Score

Signal

1.8

CRITICAL

Clearly defined, documented individual giving strategy

2.2

GAP

Top 25 donor prospects known by name with owners

2.4

GAP

Individual giving revenue grew each of past 3 years

2.3

GAP

Donor stewardship practice between asks

Case, Capacity & Contingency

Statement

Score

Signal

2.5

GAP

Understand and have explored donor-advised funds (DAFs)

3.1

EMERGING

Compelling current case for individual support

2.6

GAP

At least one person owns individual donor relationships

2.2

GAP

Credible 18-month plan if top 3 funders stopped giving

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