How Can We Serve You?

Instructions

This questionnaire will help The Elevation Group discover the best ways we can serve your organization. Your honesty is valued and your answers will be held in confidence. Thank you for your interest in The Elevation Group. Someone from our team will follow up with you as soon as your responses are reviewed (usually within 5 business days).

Please provide the following (*required)

First Name*

Last Name*

Role with Organization*

Organization*

Address*

City*

State*

Zip*

Phone*

Fax

Email*

Organization's web address

About Your Organization

1.	What is the purpose and mission of your organization?

2.	Who are the beneficiaries of you organization's programs? Approximately how many are you currently serving?

3.	When was your organization founded?

4.	Who is your organization staffed by?

	Paid Staff
	Volunteers
	Ministry staff who raise their own support
	A combination of paid staff & volunteers

5.	How many people serve on your board of directors?

6.	Do ALL board members contribute financially to the organization?

	Yes
	No

7.	What is your largest source of income?

	(Select all that apply.)
	Government Funding
	Foundation funding
	Single Gift Donors
	Major donors
	Product Sales
	Fees for services
	Other:

8.	What is your annual budget?

	Less than $100,000
	$100,000 to $250,000
	$250,000 to $500,000
	$500,000 to $750,000
	$750,000 to $1,000,000
	$1,000,000 to 1,500,000
	$1,500,000 to $2,000,000
	More than $2,000,000

9.	What percentage of your budget is funded by gifts from your Board of Directors?

10.	What are the growth needs for your organization?

11.	Has your organization ever contracted with a consultant before?

	Yes
	No

12.	If yes, how would you characterize your experience with consultants?

13.	Have you discussed the idea of contracting with The Elevation Group with others in your organization? Have you discussed it with your board members?

14.	What is the best way to contact you? What is the best time of day to contact you?

Your Current Needs

15.	What specific situation prompted your interest in The Elevation Group?

16.	What are your organization's top three challenges that prevent it from doing all that it can?

17.	Does your organization have a clear, cohesive vision for the future?

	Yes
	No

18.	Please explain your answer to question #17.

19.	Is there a particular revenue stream in your organization that you feel needs strengthening?

20.	What is your greatest challenge in terms of fund development?

21.	In which of the following areas do you feel you need the most help?

	(Select all that apply.)
	Marketing
	Image & Branding
	Communications
	Leadership Development
	Donor Development
	Foundations & Grant Writing
	Organizational Structure
	Other:

22.	Are you interviewing other consultants to meet your current need?

	Yes
	No

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