Organization Profile
Tell us about your organization so we can contextualize your results.
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Financial Health
These five metrics are the gold standard for evaluating nonprofit financial performance. We'll benchmark yours against sector norms. Enter your best estimates — round numbers are fine.
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Fundraising & Donor Development
Select the option that best describes your organization's current reality — even if it's uncomfortable to admit.
Donor Retention
We know our annual donor retention rate and actively manage it.
Needs AttentionThriving
Major Gift Program
We have a defined major gifts program with identified prospects and active cultivation.
Needs AttentionThriving
Monthly / Recurring Giving
We actively recruit, steward, and grow a monthly giving program.
Needs AttentionThriving
Donor Acquisition Strategy
We have a defined, budgeted plan to acquire new donors each year.
Needs AttentionThriving
Marketing, Technology & Integration
One of the most common — and costly — gaps in nonprofit performance is running fundraising, marketing, and technology as separate silos. This section surfaces that gap.
Marketing Strategy
We have a defined marketing strategy that drives awareness, engagement, and conversion across multiple channels.
Needs AttentionThriving
Technology & Tools Maturity
Our CRM, donor management, and marketing platforms are fit-for-purpose and actively used to drive decisions.
Needs AttentionThriving
Integration Gap — The Hidden Performance Killer
Most organizations run fundraising, marketing, and technology as separate departments with separate plans. When they operate as one integrated strategy, revenue increases and donor development costs drop.
Fundraising + Marketing + Technology Integration
Our fundraising, marketing, and technology strategies are built together and executed in a coordinated, unified way.
SiloedUnified
Strategic Planning Maturity
A strategy that lives in a document — rather than in your daily operations — isn't really a strategy. These questions reveal whether your plan is driving the organization or decorating a shelf.
Does your organization have a current written strategic plan?
Plan to Operations Alignment
Our strategic plan directly drives our annual budget, staffing decisions, and operational priorities.
DisconnectedEmbedded
Progress Measurement
We have defined KPIs for our strategic goals and review progress with the board and leadership team on a regular cadence.
Needs AttentionThriving
Change Management Readiness
When we need to make significant organizational changes, we have the leadership capacity and communication discipline to execute them well.
Needs AttentionThriving
Grey Matter Diagnostic Results
Your Organization
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Financial Health Benchmark
Your metrics compared to Charity Navigator and sector standards for faith-based nonprofits.
| Metric | Your Number | Benchmark | Status |
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Your Next Step
Ready to close these gaps?
The Group 1631 team brings 100+ years of collective experience helping faith-based nonprofits like yours transform their revenue, strategy, and mission impact. Let's talk.