FSI Small Charities - Diagnostic Survey
The name of your charity

The charity number if known/applicable

Are your Services

Your annual income level is (£)

1. Do your Charity Trustees understand their role and responsibility in respect of fundraising?

Yes No


2. Can you please estimate how much of your annual turnover comes from each of the following sources:

A. Statutory Income (this includes all income from Local Authority and other Government Department sources

%
B. Earned Income (this includes income from paid for services where the purchaser is not the Local Authority or other Government Departments but can include direct payment for services from your beneficiaries or income from a social enterprise or other trading source).

%
C. Voluntary Income (this includes grants from Trust and Foundations)

%


3. It is really important to be as well prepared as possible and so we would like to know:

A. Does your charity have a written fundraising strategy, including measureable fundraising goals that are aligned to the financial needs of the charity?

Yes No
B. Has your charity developed a 'Core Case for Support' a document or documents that clearly articulate and communicate your mission?

Yes No
C. Does the charity allocate a budget annually for fundraising expenses (outside of staff salary expenses)?

Yes No
D. Is the information you require to fundraise i.e. accurate financial records, up to date mailing lists etc. readily available?

Yes No
E. Do you have a database that tracks giving by your current donors and prospective donors?

Yes No
F. Does your charity have a Stewardship Programme that maintains contact with donors to facilitate subsequent giving?

Yes No


4. We would like to understand what fundraising methodologies you use. Could you please allocate, next to each methodology the percentage of income from these income sources? Please respond as a percentage of your voluntary income, not as a percentage of your entire income (you may receive income from other sources i.e. statutory or earned).

A. Community Fundraising (Groups/Committees/Schools/Churches/Sporting and Lifestyle Challenges i.e. marathons, runs, cycles, walks/Trading i.e. t-shirts, pin badges, Christmas Cards/other Community type activity

%
B. Trusts & Foundations

%
C. Corporate donations i.e. donations from businesses, adoption as charity of the year etc.

%
D. Donations classified by your charity as Major Donors

%
E. Individual/Regular giving i.e. monthly regular gifts, income from Annual Appeals, Draws, etc.

%
F. Legacy

%
5. Have you heard about the Small Donations Gift Aid Scheme?

Yes No