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Fundraising

Type of Tool: 
PDF

This self-assessment tool is comprehensive and evaluates the organization aspirations (mission and vision), strategy, organizational skills (including planning and fundraising for instance), human resources (board, staff, volunteers, etc.), systems and infrastructures, culture, etc.  This tool is found in appendix of the report on Effective Capacity Building in Nonprofit Organizations.  The full report is available at www.vppartners.org.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

This comprehensive offline assessment tool will help any non-profit assess its performance with regard to the following areas: mission and vision; strategic planning and evaluation; programming; community participation; advocacy/public relations; marketing; financial health and planning, monitoring and reporting; fundraising; governance/board management; human resources; information technology systems; facilities management. Larger organizations will find the tool useful to identify strenghts and weaknesses.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Motivation
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Excel Document

This tool provides all interested organizations with an comprehensive assessment tool.  Format of the tool is an Excel file.

Type of Organization: 
Profit
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Environment
Motivation
All four areas (comprehensive tool)
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
PDF

This guide helps grantmakers evaluate startup nonprofits, i.e. nonprofit organizations that have not operated long enough to have an established record and reputation or with little management experience.  Funders can use this tool as a supplement to their standard proposal review process.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
Size of Organisation: 
Small
Type of Tool: 
Website

Here is a comprehensive assessment that will review the organizational planning and structure, the leadership, fundraising, finance and accountability, communication, and the evaluation processes of your organization. Before starting the survey (approx. 70 multiple choice questions), you need to go through a few steps. First register on the link given here (free). Second, you must log in using the link provided in the confirmation email you will receive. Then you need to "Create New Assessment". After creation of your assessment, you will automatically be directed to the survey.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

This website provides non-profit organizations with different tools to encourage their "strategic use of technology to achieve the mission work" of their organizations. The IT tools listed on that webpage will help you determine "how to make compelling requests for technology funding"; "how to assess needs"; "how to plan upgrades and to determine cost-effectiveness". The tools are downloadable in pdf, MS power point, or html format. Also available in French.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Donors / grantmakers / funders
Governmental agencies / departments / organizations
Universalia IOA Model Classification: 
Performance
Capacity
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

This website provides non-profit organisations with different a checklist of indicators for each of the following organisational aspect: legal, governing board, human resources, planning, financial, and fundraising. You can select any the list(s) that are of interest for you. These checklists will help you identify and understand the organisation's "management needs and/or make improvements to management operations." In sum, it will help the organisation focus on the right aspects to become more effective and efficient.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Environment
Charge: 
free
Size of Organisation: 
Small
Large
Type of Tool: 
Website

This online survey (approx. 100 multiple choice questions) will help you determine the quality of your non-profit organisation practices. Filling the survey requires a good knowledge of the organisation, i.e. it is helpful to know its next 12 months priorities, legal management, governing board, staff and volunteer human resources, strategic planning, program planning, organizational and program evaluations, fundraising, and financial management. The results analysis gives you the strengths and weaknesses of your organisation.

Type of Organization: 
Non-profit / civil society organizations (CSOs)
Universalia IOA Model Classification: 
Performance
Capacity
Environment
Charge: 
Free
Size of Organisation: 
Small
Large
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