The OpX360 Fundraising, Marketing & Communications module from The Capin Center for Nonprofit Excellence offers a free, easy-to-use assessment to help your nonprofit evaluate your communications and technology, marketing and branding, objectives and outcomes, and more. It also provides an assessment score you can share with your board members and potential funders.

Assessment Breakdown

Each OpX360 assessment is built on best practices and industry standards to help you evaluate your organization’s strengths and potential weaknesses. Understanding the health of your nonprofit’s fundraising, marketing, and communications functions is essential. Fundraising provides necessary financial resources, while marketing raises awareness and attracts support. Effective communication builds trust, engages stakeholders, and strengthens relationships. Together, these elements maximize impact, contribute to long-term financial stability, and help nonprofits grow and fulfill their missions.

Designed to be taken by your CEO, Chief Development Officer, or Chief Marketing Officer, the OpX360 Fundraising, Marketing & Communications module contains 60 Best Practice statements. These statements are grouped into six Key Elements:

• Communications & Technology – Involves the best practices and policies around communicating within your organization and to current and prospective donors and constituents, and the tools and channels you should use to do so.
• Donor Growth & Engagement Strategies – Deals with the best practices that engage donors and move them into a deeper relationship with your organization, increasing income and growth.
• Integrated Strategic Marketing & Branding – Includes best practices that support a strategic and integrated multi-touch, multi-channel approach to marketing, leveraging consistent branding and messaging to drive performance and results.
• Marketing & Fundraising Ethics – Ensures marketing and fundraising efforts are done with the highest degree of integrity and avoid potential legal, perceptual, and financial pitfalls.
• Measurable Objectives & Outcomes – Includes best practices around strategic planning as well as defining what to measure and how to measure it to ensure your organization achieves its goals, objectives, and mission.
• Regulatory Compliance – Involves the best practices that ensure your organization is aware of and in compliance with all legal and regulatory guidelines and laws related to your fundraising and marketing activities.

By answering assessment questions based on these six Key Elements, you’ll gain a comprehensive overview of your nonprofit’s fundraising, marketing, and communications performance, along with an understanding of why each element is important and how you can make improvements.   

After you complete the convenient online Fundraising, Marketing & Communications module, you’ll receive an Executive Briefing document, which includes a high-level summary of your nonprofit’s results, as well as a Detailed Report with in-depth insights and recommendations based on your responses.

With our free unlimited subscription, you can take the assessment as often as you want to check progress and demonstrate competency to funders and other stakeholders.

If you’re looking to gain valuable insights to help you optimize your fundraising, marketing, and communications, take the free assessment.

For a comprehensive look at your organization’s overall operational competence in other vital areas, OpX360 offers five additional modules. You can learn more about each here.

Additional Resource:
Finance & Accounting Assessment: A Key to Strengthening Nonprofit Operations