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Sustainable Funding Scorecard

Many groups are surprised to see the rigorous scorecard we use to measure each organization's ongoing success with the model. Below are ten of the thirty-three standards on the full scorecard.

Mark each question True or False if your organization has accomplished each item:

At the end, count one point for each "True" answer to get your score.


Point of Entry Events:

____
  1. Sizzling monthly Point of Entry® Events with at least ten guests per month in attendance
____
  1. 25% of Point of Entry guests are referring others

Money Raised from Individuals:

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  1. After year one, 40% of Ask Event attendees have attended a Point of Entry Event prior to the Ask Event. (20% is the minimum for year one; 40% for all subsequent years.)
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  1. At least 40% of Ask Event guests make a gift or pledge on the day of the event
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  1. At least 5–10% of Ask Event guests give at the $1,000 (for five years) level
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  1. At least 10–15% of Ask Event attendees join the Multiple-Year Giving Society each year (at one of your three giving levels)
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  1. Challenge or Leadership Gift of increasing size at each Ask Event

Cultivation:

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  1. At least two in-person or phone cultivation contacts with each Multiple-Year Donor each year
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  1. A sustainable tracking system used by everyone in the process to track all donor contacts

Team:

____
  1. All new staff and board leadership trained in the model as they come on board
____ Total (desired score = 10)

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