Free Assessment

Fundraising Tools
or System?

Identify your data gaps, missing insights, and unrealized growth opportunities.

Most fundraising teams have more tools than they need.

But more tools does not equal better results. In fact, every tool you add to your fundraising tech stack adds more complexity.

  • More data to sync.
  • More metrics to analyze.
  • More channels to coordinate.
  • More insights trapped in silos.
This complexity? It’s straining your capacity, keeping your team from the most meaningful fundraising work.

Find out if your tools are straining your capacity or working as a system.

6–8 minutes. Instant results. All responses stay private.

What you’ll get from the free assessment

This free assessment will help you evaluate the state of your fundraising tools:

A fundraising operating system

Designed to reduce complexity, automate coordination, and get you back to the human work of fundraising.

Or a mess of tools

Adding unnecessary complexity that drains your team’s ability to focus on the most important work.

Find out where you stand with this free assessment. Take the free assessment to understand the state of your fundraising tech stack—and identify the growth opportunities of a cohesive fundraising operating system.

How does the assessment work?

Six short sections, mostly multiple choice. Nothing to look up before you start, and no wrong answers — “I’m not sure” tells us as much as a number does.

  1. 1

    Name your tools

    Pick your CRM, email platform, and donation forms from a list. Then your ad channels, enrichment tools, and anything else your program runs on.

  2. 2

    Rank the connections

    We build a list of every tool you named and ask one question about each: does its data reach your CRM automatically, partly, or only when a person moves it?

  3. 3

    Tell us about AI and your program

    Which AI tools your team uses and what data they can reach. Then your fundraising focus, donor count, and four core metrics.

  4. 4

    Get your results

    Leave your name and email and your personalized assessment builds in about twenty seconds. Nothing to wait for in your inbox.

What will I receive?

A personalized read on your stack — your tools, your program, your numbers. Not a score and a sales page.

  • Your Tools vs. System score — one number, what it means day to day, and the sharpest cost of your setup today.
  • Your stack at a glance — every tool you named and its connection status, in one table.
  • Your data gaps — six categories, each with what’s driving it, what you can’t currently do, and how Avid closes it.
  • Your AI opportunity — an ROI Potential read on your data, and a Data Security read on whether donor PII reaches a model.
  • Your metrics — your four core numbers against Avid’s live nonprofit benchmarks.

Will my answers be kept private?

Yes. You’re telling us about your organization’s systems, and we treat that the way we’d want ours treated.

  • Never shared publicly. Your answers don’t appear in a benchmark report, a case study, or a leaderboard. Nothing with your organization’s name on it goes anywhere.
  • Never sold or passed to a third party. Not to a data broker, not to a partner, not to anyone.
  • Used only to build your assessment. The Avid team uses your responses to write your personalized results and, if you ask for a review, to make that conversation useful instead of generic.
  • No donor data required. We’re asking about your tools and your program-level numbers. Don’t send us anything about an individual donor — the assessment never asks for it.

Find out where you stand.

Understand the state of your fundraising tech stack—and identify the growth opportunities of a cohesive fundraising operating system.

6–8 minutes. Instant results. All responses stay private.

Part 1

About your organization

We use this to tailor your results and benchmark you against comparable programs.

Please enter your organization name.
Part 2 · Understanding your tools

Your core tools

The three tools that hold most of your donor data. Duplicates in any one of these are the most common source of silos.

1

CRM

Do you have multiple CRMs?
2

Email

Do you have multiple email tools?
3

Donation platform

Do you have multiple donation platforms?
Part 2 · Understanding your tools

Channels, data & everything else

Each of these creates data your CRM may or may not ever see.

4

Advertising

Select all that apply.
5

Data & enrichment

Do you use any 3rd party tools for data and enrichment?
Wealth screening, appends, propensity scores, address hygiene.
6

Data visualization

Do you use any 3rd party tools for data visualization?
7

Other tools

Are there other primary fundraising tools you use?
Events, peer-to-peer, texting, direct mail, grants management, prospect research…
Part 3

Identifying data gaps

No Connection — any data sync requires a manual effort. Partial — some data is synced automatically, but not all. Full — all data is syncing automatically to my CRM.
Your Tools Connection to Your CRM
Part 4

Leveraging AI opportunities

AI is only as good as the data it can reach. Let's see what yours can reach today.

Select all that apply.
Part 5

About your fundraising program

We'll compare your answers to the latest nonprofit fundraising benchmarks. If you don't know a number, that's a finding too — say so.

Select all that apply.
Part 6

About you

Where should we send your results?

Required.
Required.
Please enter a valid email address.

By submitting, you agree Avid may contact you about your results. We never sell your data.

Analyzing your stack

Reading your answers…

This usually takes about 20 seconds. Hang tight — we're building your personalized assessment.

Your result

—

—

Your stack at a glance

—

01 · Your data gaps

What the disconnects are costing you

02 · Your AI opportunity

—

03 · Your metrics

—

Compared against Avid's live nonprofit fundraising benchmarks.

Results not found

Sorry! We can’t seem to find your results.

If you believe this is in error, you may reach out to us at [email protected]. But you may find it easier to simply re-take the assessment and get the latest evaluation of your fundraising tools.

Re-take the assessment