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8/14/2019 Campaign Readiness Assessment for Zero Waste Washington
http://slidepdf.com/reader/full/campaign-readiness-assessment-for-zero-waste-washington 1/7
Campaign Readiness Assessment for Zero Waste Washington
Part I- Campaign Readiness Score
1) A clear statement of mission, vision, and values- 4/5
2) An agreed upon statement of campaign objectives- 5/5
3) An informed constituency- 3/5
4) An awareness of the organization’s niche- 5/5
5) A prospect development plan and research system- 1/5
6) An efficient record keeping and information system- 3/5
7) A creative, effective communication plan- 3/5
8) A history of gift support- 6/10
9) A sound strategic plan for the future- 10/10
10) Competent staff with adequate time and training- 5/10
11) An involved, contributing governing board- 12/15
12) Qualified potential lead-gift contributors- 9/15
13) Capable fundraising leadership- 10/15
Total score: 78/110
Assessment: Zero Waste Washington is in a building period and not ready to launch a campaign
at this time
Part II – Organization’s Culture of Philanthropy
1) Does your organization feel welcoming to someone who walks in the door?
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Yes! The Zero Waste Washington is cozy and intimate. When you walk in, you see
campaign literature, our project manager Eva’s desk, and a plush couch. There is
wonderful natural lighting from a skylight in the ceiling.
2) Does the receptionist know the mission of the organization? Can s/he summarize it
in a way that makes you know that s/he believes in it?
There isn’t a receptionist per say, but Eva’s desk is right next to the front door. She has
been with the organization for six years, knows our campaigns inside and out, and is
wondering about giving elevator pitches on each of our programs.
3)
Are the donor plaques your organization displays from prior fundraising initiatives
well displayed ad well cared for? OR are they tarnished, hanging at odd angles, or
tucked away in back corners?
We do not have any plaques. The organization has just started to prioritize fundraising
over the last year.
4) How long does it take for a donor to receive a thank-you note after sending a
contribution? Are the notes warm and personal or pro forma and impersonal?
All thank-you notes are sent within 5 business days of receiving a contribution, and tax
receipts are mailed out on January 15th of the next year. Thank you notes are form, but we
always hand-write a personal message in the card.
5) How many times in the course of one day do you say or hear negative phrases abut
fundraising in your office?
Never! The staff and the new board are very supportive of all fundraising efforts.
6) How much nonmeeting time do development staff members spend getting to know
what is going on in the organization’s programs?
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legislation or news trends they have been following. We log all this information in our
database, as well as in paper files in the office.
9) Does the board view fundraising as an important part of their work? Are they
invited to have a role in fundraising? Expected to? Required to?
As I previously stated, the board of Zero Waste Washington has gone through a missive
sea change in the past year. Before I came onto the board, there was no emphasis on
individual gift fundraising. The program director and the project manager sent out the
same form letter to the same appeal list every year, cashed any checks that came in, and
wrote grant applications to hopefully cover everything else. The board started the
conversation that maybe they should get more serious about fundraising when the loss of
one grant put the organization in terrible economic standings. This was when I was
approached about joining. Since I joined the board, developed the fundraising committee,
and became the treasurer, I have done multiple presentations on the importance of
increasing our individual gift efforts, and the basics of fundraising. Somewhere along the
way, a light came on for our board members and everyone started to increase their own
individual gifts to the organization, and they became hungry to learn about fundraising
skills and practices. Fundraising is not something that is required or expected of our
board, but it is something that all board members help with out of a desire to help build
the organization.
10) Does your organization regularly invite major donors to come to see the outcomes
of their contributions?
Since the majority of our organization’s efforts are policy based, and outreach efforts
surrounding producer responsibility, we do not have a tangible product to show off to
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donors. What we do instead is take our major donors to lunch or coffee and discuss recent
accomplishments and legislative progress.
11) Do the executive director and the board chair play an active and willing role in the
development process?
Our board chair and program director are always eager to help in any way that they can.
Whether this means calling donors, writing letters, or reaching out into their social
networks to help the organization make an appeal goal, they are always on board to help.
12) Are key volunteers, staff, and donors meaningfully involved in shaping the
organization’s future?
Yes. We recently went through a strategic planning process that involved the entire
board, staff, and a handful of key donors and volunteers to decide what our organizational
and program goals will be for the next five years. Everyone had an equal voice in this
process and wonderful conclusions were reached.
Part III- Is the organization ready for a capital campaign? What are the organization ’s
strengths and weaknesses? What are specific areas of concern?
At this point, Zero Waste Washington is not ready for a capital campaign. The spirit of the
organization is willing, but we do not have the organizational capacity to take on such a large
task successfully. Recently, when the organization when through our strategic planning process,
the decision was made that our organizational goal was to be ready to launch a capital campaign
to purchase an office space in five years. This means we have to bring our staff up to capacity,
and develop our annual fund to a healthy level in the next five years.
Our first step in the process is bringing on a part time fundraising manger, and adding non-board
members onto the fundraising committee. Once these two things are accomplished, we will be
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challenges. Once we bring on a solid fundraising manager, and bring more money in the door,
we will be able to expand staff hours and thus expand our capacity to handle a capital campaign.
Additionally, I feel that with the proper training, and the proper harnessing of their excitement
and ambition, the board of Zero Waste Washington would be able to take on the additional
responsibility of a capital campaign with finesse and expertise.