Last year we piloted a charity survey which compiled key charity datapoints for major donors into a concise dashboard. Responses from 62 charities allowed us to better understand the daily realities of these organizations.
In 2025, we’ve taken this survey and incorporated it into our new CRM, allowing it to be more seamlessly integrated into our systems. With your charity’s responses to this survey, we’ll be able to track organizations year-over-year, and compare and contrast organizations with their peers. The dashboards we create allow our clients to quickly assess which charities are most aligned to their type of giving.
This year’s survey is now open, and is the first step for all charity applications in 2025. Once you complete the survey, it remains active in our system for the rest of the year.