Sync.up International Assessment Tool
Assessment in progress.

How mature is your fundraising?

A structured self-assessment across your active fundraising streams. Takes 20–45 minutes depending on scope. Your responses go directly to your adviser who will use them to prepare your debrief conversation.

STEP 01
Your profile
Tell us about your organisation and which fundraising streams you actively operate.
STEP 02
Rate each area
Score questions on a 5-point scale. The tool adapts to your profile and skips irrelevant questions.
STEP 03
Adviser review
Your results go to your adviser. A debrief invitation follows within a few days.
Please note: Your completed assessment is sent directly to your Sync.Up adviser. You will not receive the report directly — your adviser will walk you through the findings and recommendations in a dedicated debrief session.
How we handle your data
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What we collect: Your organisation name, your name and role, and the answers you provide in this assessment — including any comments you choose to add.

Who processes it: Sync.up Consultancy (Lars Staring), Dordrecht, Netherlands — acting as data controller. Your responses are sent directly to your Sync.up adviser for the purpose of preparing an advisory report and debrief session.

What it is used for: Adviser preparation only. Your results are not shared with third parties, not used for marketing, and not published in any form without your explicit consent.

AI processing: Your assessment data may be processed by an AI model (Claude, by Anthropic) to generate a draft adviser report. This draft is reviewed and interpreted by your Sync.up adviser before any debrief session. AI use is disclosed in accordance with the EU AI Act.

Retention: Assessment data is retained for a maximum of 2 years from the date of submission, or until you request deletion.

Your rights: You have the right to access, correct, or request deletion of your data at any time. Contact: lars@syncupinternational.com

Please note: Do not include personal information about third parties (donor names, partner contacts, beneficiary details) or confidential financial data in the open comment fields. Use general descriptions rather than specific names or figures where possible.
About your organisation
Size and capacity
All income sources combined
Private sources only
Dedicated fundraising roles
Fundraising investment budget
What does your organisation spend annually on fundraising — including staff time, tools, campaigns, events, and any external support? This helps us calibrate recommendations to what is realistic for your context.
Active fundraising streams
Select all streams your organisation actively operates — even if at an early stage.
Your current individual donor base (optional — estimates are fine)
These figures relate to individual donors only — not corporate partners or institutional funders (those are captured separately below). Estimates are fine — accuracy within 30% is sufficient.
Monthly or quarterly givers
Individuals giving above your major gift threshold — counted separately from regular and one-time donors
Strategic, multi-year relationships
Rough percentages — should add to ~100%. Leave blank for streams not active.
Branch & regional office fundraising
If your organisation has branches, regional offices, or affiliate chapters that conduct their own fundraising independently or semi-independently, tick this box to add an 18-question branch assessment module at the end of the assessment (~8 minutes).
Assessment mode
Assessment type
Select whether this is your first assessment or a scheduled repeat check-in.
Please complete all required fields, select at least one stream, and accept the data notice.
Section 1 complete ✓
Section 2 of 2
SECTION 2
How well do you know your fundraising market?
Section 1 assessed your internal fundraising maturity — how ready your organisation is. This section assesses your external market intelligence — how well you understand the environment in which you fundraise: your donors, competitors, networks, and the landscape around you.
7
dimensions
35
questions
~15 min
to complete
How to answer: Rate each statement honestly based on how true it is today. There are no right or wrong answers — the goal is an accurate picture of your external market intelligence.
✓ Auto-saved
Sync.up International
✓ Section 1 Complete
Internal Fundraising Maturity
Section 2
External Market Intelligence
AI-assisted report: Your assessment data will be processed by an AI model to generate a draft advisory report. This draft is reviewed and personalised by your Sync.up adviser before your debrief session. This is disclosed in accordance with the EU AI Act.
Assessment complete
Thank you, . Your Sync.Up adviser will be in touch with a debrief invitation.
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Questions answered
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Flagged for debrief
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Domains covered
Send results to your adviser
Enter your adviser's email address. This will open your email client with the full results pre-filled and ready to send.