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Intake Form
Thank you for your interest in working with Funds & Finds. This brief intake helps ensure our communication stays strategic, focused, and tailored to your organization’s unique needs.
20
Questions
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1
What name would you like me to use?
Nice to meet you!
First Name
Last Name
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2
What email address do you check most often?
Make sure this is correct, or my emails will go floating off into space!
example@example.com
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3
Organization Name
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4
Organization Website
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5
Annual Operating Budget
Please Select
Under $500K
$500K–$1M
$1M–$5M
$5M+
Please Select
Please Select
Under $500K
$500K–$1M
$1M–$5M
$5M+
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6
Full time staff count
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7
Development staff count
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8
CRM currently in use
Blackbaud Altru
Neon
Tessitura
Salesforce
None
Other
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9
What are your primary revenue streams?
Individual giving
Corporate sponsorship
Foundation grants
Government grants
Membership
Events
Earned revenue
Capital campaign
Other
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10
What percentage of your revenue comes from contributed income?
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11
How many visitors does your museum see annually?
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12
What prompted you to seek fractional development support?
We’re feeling stretched or understaffed
We’re preparing for growth or transition
We need help with fundraising systems or stewardship
We’re planning a campaign or major initiative
We’re exploring fractional or interim support
I’m not totally sure yet, just gathering options
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13
Which best describes your organization’s current development setup?
There’s no wrong answer! Many organizations fall between categories.
One person juggling fundraising with other roles
One dedicated fundraising staff member
A small development team
A full development department
A mix of contractors or part-time support
Still figuring it out
Other
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14
What are your top fundraising goals for the next 12 months?
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15
Where do you feel stuck?
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16
Do you currently have a stewardship plan?
Yes, and we're actively using it
Yes, but it needs reviewing/updating
No
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17
Do you have board fundraising expectations currently in place?
Yes
No
In progress
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18
Does your organization have a budget allocated for fractional support?
Yes
Exploring options
Not yet
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19
What type of support are you most interested in?
Development audit
CRM cleanup and impact reporting
Grant strategy
Sponsorship strategy
Board governance support
Campaign planning
Ongoing fractional support
Not sure yet
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20
When are you hoping to begin?
Immediately
Within 1-3 months
3-6 months
Just exploring
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