Nonprofit Data Health Assessment
Is your donor data working for you, or against you? Take 5 minutes to assess where your organization actually stands. Discover where your data infrastructure is strongest, and where it may be costing you.
1) What best describes your organization?
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501(c)(c3)
501(c)(c4)
Association or coalition
Foundation / funder
Other
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2) Which CRM or donor database does your organization currently use? (Select all that apply.)
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Salesforce
Hubspot
Bloomerang
Blackbaud / Raiser's Edge
Salsa/Engage
DonorPerfect
Spreadsheets / Excel
No CRM yet
Other
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3) How would you rate your team's confidence using your current CRM?
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Very low confidence
Low confidence
Some confidence
Very high confidence
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4) How well do your fundraising and communications systems talk to each other?
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Seamlessly. Our tools are fully integrated and data flows automatically.
Mostly. Some systems are connected but there are gaps and manual workarounds.
Poorly. Our systems are largely siloed and we rely heavily on manual data transfer.
We're not sure. We don't have full visibility into how our systems are connected.
We only use one system, so this isn't applicable.
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5) Which of these data challenges does your organization face? (Select all that apply.)
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Duplicate records
Incomplete donor profiles
Siloed systems
Heavy manual entry
Can't segment donors
Weak reporting
Undertrained staff
None of these, our data is in good shape
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6) How is data quality affecting your fundraising right now?
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It's a serious problem. We're definitely losing donor relationships and revenue because of it.
It's slowing us down. We suspect it's hurting us but haven't quantified it.
Not sure. We haven't really evaluated it.
Minimal impact. Our data quality isn't holding us back.
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7) Which of these is your organization currently doing? (Select all that apply.)
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Segmented appeals
Automated donor journeys
Personalized messaging
Lapsed donor re-engagement
Recurring gift management
None of these yet. We send mostly one-off appeals.
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8) Is your team currently using AI tools in your fundraising or communications work? (Select all that apply.)
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AI writing assistants (ChatGPT, Claude, Gemini, etc.)
AI built into our CRM (Einstein, Bloomerang AI, etc.)
Predictive analytics / donor scoring
Interested but not yet using AI
Skeptical / not a priority right now
Not using AI at all
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Please Officially Submit Your Responses
Our team will review your responses and provide perspective, along with practical next steps to support stronger clarity and alignment.
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