This tool has been developed to aid Planning for Good in assessing an organization's goals and capacity for creating a planned giving dimension within their overall resource development area. It is available as a pdf within the MATERIALS section of this site.
Planning For Good
Organizational Assessment Tool
Organization Name:____________________________________________________________
Person Completing: ____________________________________________________________
Title: ______________________
Data from ___________ (year)
Annual Operating Budget: $_____________
Income:
Annual Fund Gifts: $_________ or _____% of total
Grants from Foundations: $_________ or _____% of total
Endowment funds drawn: $_________ or _____% of total
Other sources of
operating Funds:
_________________ $_________
________________ $_________
________________ $_________
Total: $_________
Date of current strategic Plan: __________
Period covered: from __________ to _________
Provision pertaining to endowment support (goals or otherwise) in Plan (Describe here) : _____________________________________________________________
Current Endowment Fund balance(s):
Purpose/ Spending Restriction:___________________ $_______________
Purpose/ Spending Restriction:___________________ $_______________
Known Planned Gifts:
Types&
Amounts:
_____________ $______________ calc. method:_________________
_____________ $______________ calc. method:_________________
_____________ $______________ calc. method:_________________
Attach copy of:
Investment Policy
- Spending Policy
- Gift Acceptance Policy
- Current materials encouraging planned gifts
- Current materials encouraging gifts to endowment
