Board Readiness Assessment Calculator

Is Your Board Ready for Planned Giving?

A board that understands gift planning ensures your success now and in the future. But sometimes, it’s a challenge for board members to look beyond an organization’s day-to-day needs and envision what’s in store farther down the road.

This quick assessment will help determine your organization’s Board Readiness to pursue a planned giving program. Please note, though — this assessment is designed to be completed by you, the fundraiser — not by your board members. It’s a gauge to determine where your board stands based on your dealings with them.

This board evaluation tool, along with your readiness tool, is critical for long-term sustainability. Discover if your board is on board today.


1 + Strongly Disagree   |   10 = Completely Agree