Last updated: 2026-03-05

Annual Fund Foundations Diagnostic Checklist

By John Jalsevac — Fundraising Consultant | Major Gift Development, Campaign Strategy | UofT PhD

A concise, field-tested diagnostic to assess foundational elements of a sustainable annual fund, reveal gaps, and guide a prioritized plan to build a year-round fundraising system.

Published: 2026-03-05

Primary Outcome

Identify gaps in your annual fund program and generate a prioritized, actionable plan to build a year-round donor-driven fundraising system.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

John Jalsevac — Fundraising Consultant | Major Gift Development, Campaign Strategy | UofT PhD

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FAQ

What is "Annual Fund Foundations Diagnostic Checklist"?

A concise, field-tested diagnostic to assess foundational elements of a sustainable annual fund, reveal gaps, and guide a prioritized plan to build a year-round fundraising system.

Who created this playbook?

Created by John Jalsevac, Fundraising Consultant | Major Gift Development, Campaign Strategy | UofT PhD.

Who is this playbook for?

Executive directors of small-to-mid nonprofits looking to establish a year-round annual fund., Development directors evaluating donor communications, CRM, and stewardship plans., Board chairs or fundraising committees seeking a concrete, prioritized plan to grow annual giving.

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

diagnostic framework. gap analysis. prioritized roadmap

How much does it cost?

$0.15.

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