Interactive assessment

Advancement Readiness Self-Check

This self-check helps you see whether your fundraising activity has enough advancement structure behind it. Answer the questions first, then share where we should send your results.

How scoring works

Use the answer that best reflects your current reality.

  • Not in place = 0
  • Inconsistent = 1
  • Partly in place = 2
  • Clearly in place = 3
What this measures

Donor records, stewardship, board participation, campaign planning, event follow-up, lead measures, annual rhythm, recurring giving, and dependency risk.

What area feels most urgent right now?

You’ve completed the self-check.

Share where we should send your results, and Waypoint will send a practical summary of what your answers suggest.

Contact information

Your details stay with Waypoint and are only used to send your results and follow up.

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Your readiness category

Result category