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Don’t guess. Don’t assume. Know exactly what your fundraising numbers are telling you.

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Now that you’ve completed the Future-Ready Fundraising Readiness Assessment, your next step is gaining real clarity about your fundraising performance — not opinions, not gut feelings, but data that reveals what’s working, what’s not, and where the biggest opportunities are.

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Here is what we need from you:

1. A CSV Donor Report

From your CRM or donor database, generate a CSV file.

 

The file should include:​

  • Donor ID (no names)

  • Gift amount(s)

  • Gift date(s)

  • Donor type (if available)

  • Gift category (optional)

2. Share Your Information
 

Complete the form below.

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At a minimum, provide:

  • First name

  • Last name

  • Email

  • Phone

  • Organization name

  • Fiscal year start date

3. Upload your file.
 

Upload your file using the link in the form below. 

 

Once we receive your data:

  • We'll process it through the Fundraising Report Card™

  • Generate your dashboard

  • Analyze the results

  • And send you a report

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