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The survey should take about 25 minutes to complete. Please be advised that each section must be completed in order - you can't leave a section blank and then use your browser's back button to return to an uncompleted section. However, you may pause taking the survey at any time and then return to the section you were in by using the link in your survey invitation email.
What you need to know
You'll find it faster and easier to take the survey if you have
the following information at hand:
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Budget information
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Actual budget for 2008 and 2009, and your projections for
2010
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Different sources of income/revenue, by type (gifts, grants,
earned income, etc.)
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Number of individual donors in 2009 (if any)
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Changes in your initiative's income/revenue from 2008 to
2009
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Operations information
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Number of full-time and part-time employees (if any)
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Number of regular volunteers (if any)
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Major changes to your initiative's operations in 2009 and
2010 (if any)
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Program information
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Areas of focus and target audiences
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Number of participants
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Website statistics
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Number of Facebook & Twitter friends/fans/followers (if
any)
Glossary of Terms
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Beneficiaries
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those whose lives are improved as a result of the work of the
initiative; sometimes called "clients"
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Bequest
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a planned charitable donation by a donor that is not transferred
until after the donor dies
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Capacity
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an initiative's potential to accomplish its mission and
objectives; includes infrastructure, human capital, and resources
needed to deliver products, programs, and services
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Constituencies
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stakeholder groups engaged in the work of an initiatives; types of
constituencies include funders, supporters, volunteers,
participants, clients, beneficiaries, and others
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Initiative
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a project, an independent organization, or anindependent program
within an existing organization
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Participant
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those who take part in the activities of the initiative; these
include volunteers, members, event attendees, and program attendees
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Program-related independent contractors
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people who are paid to implement aspects of the initiative's
programs but are not legally employees; these do not include
contractors who support the management of the initiative, such as
accountants, lawyers, etc.
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Subsidiary
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an initiative that is part of a larger organization and/or legally
is housed in a larger host organization. Some subsidiary
initiatives have complete autonomy in program and budget; other
initiatives are controlled by the host organization
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Unrelated business income
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revenues to an initiative that are not directly tied to its mission
Do you have any other questions about the survey or what certain terms
mean? Please email and we'll post
the answers.
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