Empowered Fundraiser · Campaign Counsel for Third Spaces
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Campaign Readiness Assessment Beta

Successful fundraising is built on a strong foundation. Mark where your organization stands on each element. The tool organizes your responses into a report for a leadership discussion about what is in place, what needs work, and what needs further research.

Mark where your organization stands on each of the fifteen elements — In good shape, Work in Progress, Needs Further Research, or Not yet. Your readiness report writes itself as you answer. When you are done, take it to an AI platform like ChatGPT or Claude to keep going, or send it to Anne Murphy to talk through your campaign.

Tell us about your organization

This sets the header on your report. Both fields are optional. If you plan to think this through with an AI tool, keep these general and leave out names and confidential details.

Mark where you stand on each foundation

Fifteen elements to review before your organization commits to a campaign goal or public launch.

0 of 15 marked · Assessment incomplete

Put your report to work

Your responses appear as you mark each element. Complete all fifteen elements before using your report to guide campaign decisions.

1. Take it to an AI to keep going. Press Copy report, then open ChatGPT, Claude, or any AI assistant and paste it in. Ask it to help you prioritize the gaps, draft a plan, and think through your next move. Your report becomes the starting point for a working session.
2. Print it or save a PDF. Press Print for a copy to share with your board or leadership team, or to save it as a PDF.
Optional: carry it into the Giving Opportunities Builder. If you are also building a menu of giving opportunities, press Bring this into the Giving Opportunities Builder. Your readiness results ride along so the two reports travel together. The builder works fine without it.
3. Send your results to Anne and talk it through. Press Send my results to Anne to open the optional sharing form. Review the report and contact details before submitting it. You can book a conversation with Anne separately.
Before you paste into any AI tool, strip out the specifics. Remove your organization's name, donor and staff names, real dollar figures, and anything else that could identify your organization or your people. Public AI systems may store what you enter. Describe your situation in general terms — the read works just as well without the names.

Your Assessment Draft

Complete all fifteen elements to see your full readiness discussion report. You can copy or print your draft at any point.


          

        

      

    

  
Questions about the Campaign Readiness Assessment
What does the Campaign Readiness Assessment examine?
The assessment asks about fifteen organizational conditions relevant to a fundraising campaign. Your responses organize areas of agreement and questions that need further attention.
How should we interpret our campaign readiness results?
Use the report as a discussion aid for leadership and planning. It groups your responses and identifies unanswered items. It cannot establish a feasible fundraising goal or predict campaign success.
How can we use or share the readiness report?
You can copy or print the report. You may choose to send it to Anne or transfer it into the Giving Opportunities Builder. Sending the report is optional, and creating an AI-assisted Builder draft sends the included text to that service.