The most common mistake in major gift fundraising is waiting too long to ask. Answer a few questions about your prospect — we’ll tell you if you should already be asking.
Section 1 of 5 — The Prospect
What’s your prospect’s first name?
Estimated gift capacity
Under $10K
$10K–$24K
$25K–$99K
$100K–$499K
$500K+
How strong is their connection to your mission?
Very strong
Moderate
Weak
Unknown
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Section 2 of 5 — The Relationship
How long have you known this prospect?
Less than 6 months
6–12 months
1–3 years
3+ years
Number of meaningful personal contacts (visits, calls, meaningful emails)
0
1–2
3–5
6+
Have you had an in-person or video visit?
Yes
No
How responsive are they to your outreach?
Very responsive
Somewhat responsive
Hard to reach
No contact yet
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Section 3 of 5 — Ask Readiness Signals
Have they made a previous gift to your organization?
Yes
No
Unknown
Have they expressed interest in a specific project or priority?
Yes
No
Do you have a specific ask amount in mind?
Yes
No
Have you discussed philanthropy or their giving values directly?
Yes
No
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Section 4 of 5 — Time & Urgency
How long has this prospect been in your active portfolio?
Less than 3 months
3–6 months
6–12 months
1–2 years
2+ years
Have you ever attempted an ask with this prospect before?
Yes — they gave
Yes — they declined
Yes — no decision yet
No
Is there a natural window of opportunity coming up? (event, project launch, milestone, fiscal year end)
Yes
No
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Section 5 of 5 — Your Gut
Anything else about this prospect or your relationship we should know?
Generate My Assessment →
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Analyzing your prospect relationship…
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