Annual Fund Questionnaire

ANNUAL FUND QUESTIONAIR

February 2012

Please provide:

• A copy of your current Case for Support
• A copy of your last two years Annual Fund Letters
• Your Business Model/Budget for your Annual Fund effort
• Your Media Budgets and Seasonal Strategy
• Samples of your Printed Materials, to include Take One’s, Annual Report to Contributors, Print Advertisements, Radio Spots, TV Spots,
• Provide overview of current online programs, including use of social technologies such as Facebook, Twiltter, YouTube, blogs, etc.
• Provide examples of program evaluation practices for on- and off-line initiatives.

Please answer the following questions:

Case for Support and Communication:

1. Describe your Case for Support.
2. Going forward, what do you believe are the most powerful activities of your non-profit efforts that people would see value in supporting?
3. How do you compile and publish stories that support your unique premise that “Your Annual Gifts Make the Difference”?
4. Define what you believe to be the Key Message for your organization. If people only knew One Thing about you, what should that be?
5. What/how do you Steward your Annual Fund Donors?
6. How do you measure Success with regard to your Annual Fund?
7. Does your website reflect your current Annual Fund Program? Is the presentation static, or does it provide a mechanism for online contribution, and/or community involvement.
8. Who is your technology partner for online contribution management?

Donor Management and Communication:

1. How do Donors contact/interact you?
2. Do you currently provide a means for donors to share their stories through words, images or video?
3. How are you currently using testimonials on your website and within other online initiatives to encourage donor participation and contribution?
4. How many email addresses do you have in your files and do you have the ability to segment potential donors, active donors, donor classes, etc? And do you have a formal opt-in policy?
5. How often do you send emails?  Describe your overall email campaign and how you feel it is strategically associated with your Annual Program and other program communication tactics?
6. How do you classify your Annual Donors by level, lifetime value, frequency, etc?
7. Please describe your process and/or system for storing and managing donor information?
8. Do you have a person responsible for all Communication, and what are their primary responsibilities?

Online Social Community Involvement:

1. Are you actively participating in any Social Community Sites?
2. Does your organization have a Social Media Strategy, and if so how does it integrate with your conventional off-line activities?
3. Which Social Technologies are you currently using? (Facebook, My Space, Twitter, etc.)?
4. Do you have a Community Manager that sees to the activities related to social networks and online donor conversations?
5. Do you have issues that concern you if they were discussed within online communities?

Partnerships and Affiliations:

1. Do you have online partnerships with other organizations that would be willing to support your Annual program?
2. How are you currently involved with potential donor groups such as associations, schools and other community groups?

Program Evaluation:

1. Do you have a monthly management reporting capability that delivers a comprehensive view of your media communications and the resulting activities enabling you to monitor and optimize programs?

Your Plans for the Future:

1. What is your vision for the use of the new Social Media?
2. Do you believe your organization’s culture can support the changes required to add Social Communities and be more focused on Stewardship?

Any Other Comments: