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506 Campaign Plan Diagnostic Questions

Page history last edited by Ken 11 years, 1 month ago

Questions to ask clients

Grants and Sponsorships


  • What grants do you already get?
  • What is in your case for support?
  • Are any of your sponsors donors banks?
  • What companies are close to you (geographically)?
  • Who do you know in the corporation? 
  • Who will be writing the grant proposal? 
  • Do you have access to database for grants?
  • What are you trying to do and how much money do you need?
  • Are you a registered charity? If not, do you have a partner charity who can receive your grant from a donation for you? 
  • Does your organisation align with the corporations values?
  • Do you have a budget? How much are you looking for?
  • Do you have the resources to invest in the research and writing the proposal?
  • How does this fit in with your other fundraising activities?
  • Can you get a story from someone who has benefitted?
  • Is this grant restricted?
  • Sample of successes? 
  • Who do you know? Do you know influential people?
  • What else can you give besides money?
  • Do you have a great proof-reader? 



  • Do you have any major sponsors that will be a conflict with other brands?
  • Have you done any benchmarking?
  • What is in it for them? 
  • What is your success ratio with grants and sponsorship proposal?
  • What are the the deadlines for grants and sponsorships?
  • What are the contact information for your grantors and sponsors?
  • Is this something they are interested in?  
  • Who are your suppliers? Are you approaching them? 
  • Sample of media coverage? 


Direct Marketing Campaigns


  • Have you done an acquisition campaign before?
  • What worked, what didn't? 
  • Do you have any new prospects to utilise in the campaign? 
  • Who would you be writing to? 
    • Are you open to trading your lists?
    • Do you know any organizations that are similar to trade with?
    • Do you have any people who have not given you a donation for the last 18 months from your donors list? How many? How long has it been? What have you done to renew them? 
  • Are your supporters young? - don't want to do direct mail (look at other avenues)
  • What funds do you have to spend on the DM campaign?
  • What is the potential net income from the campaign?


House List

  • How many times a year do you mail to them?
  • What's the rate of return (ONLY on the House List)? Hard ask vs. soft ask
  • What's the average donation?
  • Do they use a gift array? Is it based on previous history? 
  • Do you have a control package?
  • Do you have an existing letter? Variations for different groups?
  • What is your you:we ratio?
  • How often do you update your list?




  • Is it eye-catching?
  • Is there a teaser?
  • Have you done any tests? 

Reply Envelope

  • Is there a reply envelope in the package?
  • Is it postage-paid?
  • Does it have additional teasers? (Thank you, for more info contact...)

Reply Form

  • Is there a reply form?
  • Does it have pre-populated donor information?
  • Does it have a barcode/code number? (large charities)
  • Does it have an affirmation statement?
  • Does it have a gift array?
  • Does it have the charity's return address?
  • Is there an option for monthly giving?
    • Is the charity set up for monthly giving?
  • Is there a check box for further contact? 


  • Do they emphasize the good?
  • How long is the letter?
  • Do they ASK?
  • Is there a story?
  • Is there urgency?
  • Is the a P.S.? 




  • When do you send your letters?



Special Events

  • Do you have volunteers willing to work on it and sell tickets?

Check list (and possible responses from clients)



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