Non-Profit CRM Readiness Assessment

Non-Profit CRM Readiness Assessment — Free Assessment

Assessment Form

Contact Name(Required)

First Last

Company Name(Required)

Contact Email(Required)

Donor Records Quality

Are donor records complete — do they include giving history, contact preferences, and relationship notes for all significant donors?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are donor records kept current — are address changes, communication preferences, and deceased notifications processed promptly?(Required)

Not at all

Basic / Partial

Mostly

Fully

Donor Engagement & Stewardship

Is there a stewardship programme for major and mid-level donors — regular, personalised communication beyond donation receipts?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is donor communication segmented — do different donor groups receive relevant, personalised communications?(Required)

Not at all

Basic / Partial

Mostly

Fully

Volunteer CRM Management

Are volunteer records maintained in the CRM — availability, skills, history, and contact preferences?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is volunteer time tracked in the CRM and included in impact reporting?(Required)

Not at all

Basic / Partial

Mostly

Fully

Programme Participant Tracking

Are programme participants enrolled in the CRM — with records connected to their programme participation history?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are participant outcomes recorded in the CRM — enabling impact reporting without manual data assembly?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Adoption & Usage

Is the CRM actively used by all staff in development, programme, and operations — not just the fundraising team?(Required)

Not at all

Basic / Partial

Mostly

Fully

Do all CRM users receive training when first onboarded and when significant system updates occur?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Data Hygiene

Is deduplication run regularly — are duplicate records identified and merged?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are address validation and NCOA (National Change of Address) processes run at least annually?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Reporting & Analytics

Are standard CRM reports used to monitor fundraising performance — income by source, retention rate, average gift?(Required)

Not at all

Basic / Partial

Mostly

Fully

Does the CRM generate insights beyond reporting — are data patterns used to identify major donor prospects or lapsed donors?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Integration

Is the CRM integrated with the finance system — do gifts automatically create transactions in the accounts?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is the CRM integrated with the email platform — are communication preferences and opt-outs synchronised?(Required)

Not at all

Basic / Partial

Mostly

Fully

Major Donor Management

Are major donor prospects identified and managed through a structured pipeline in the CRM?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is moves management used — are next steps for each major donor prospect recorded and tracked?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Compliance & Privacy

Is CRM data collection and processing compliant with GDPR — valid legal basis for all processing, consent records maintained?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a data retention policy for CRM records — are records of deceased or lapsed constituents managed appropriately?(Required)

Not at all

Basic / Partial

Mostly

Fully

CRM Strategy & Governance

Is there a CRM strategy — a documented plan for how the CRM will be used to advance organisational goals?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a named CRM owner responsible for strategy, data quality, and user adoption?(Required)

Not at all

Basic / Partial

Mostly

Fully

Grant & Funder Tracking

Is the grant pipeline tracked in the CRM — prospects, applications, awards, and renewals?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is funder relationship history recorded in the CRM — all contacts, visits, and communications?(Required)

Not at all

Basic / Partial

Mostly

Fully