Put a short, plain-English assessment on your foundation’s website. Nonprofits see where they stand and what to do next. Your team sees who’s ready to talk.
About 14 questions. Money questions are ranges, with a “Not sure” option, so nobody needs to look up exact figures.
Reserves, recent budget results and the accounts already in place.
How steady giving is, and whether unrestricted gifts are tracked separately.
Gift acceptance and investment policies, and who oversees the finances.
Whether the board has talked about an endowment and any early interest in planned gifts.
Preparing the Foundation, Building Readiness, or Ready to Explore. The band comes first, the score second.
What a fund could look like over time if they set aside part of their giving. Clearly labelled as an illustration.
Up to three practical actions, plus the option to talk with one of your advisors.
Yes. Nonprofits never pay. Your foundation offers it on your website as part of EndowPath.
Plero maintains the method, and every version is reviewed before it’s published. Results mean the same thing at every foundation that uses it.
No. Results and projections are educational and illustrative. They help a nonprofit and your advisors start a better conversation.
Yes. You can add unscored questions and your own resources. The scored questions stay the same so results can be compared.
Tell us a little about your foundation. We'll set up a short demo in your brand and reply within one business day.
We'll email within one business day to find a time. In the meantime, you can take the assessment yourself.