Benchmarking Assessment

Where does your fund management program really stand? Find out in 5 minutes.

This 15-question assessment benchmarks your fund management program across five dimensions — and shows you exactly how you compare to peers across higher education, healthcare foundations, and community organizations.

200+

Institutions surveyed globally in 2026

74%

Of organizations at Stage 1 or 2

4.3×

More donor stories in optimized programs

Takes about 5 minutes · No login required

2026 Industry Benchmarks

Based on 200+ fundraising organizations surveyed globally

45.6

Industry average
out of 100

70.3

High performer
average

Stage Distribution

Initiated

40%

Developing

34%

Defined

11%

Managed

Optimized

How It Works

Three steps to your maturity benchmark.

Answer 15 questions

Each question maps to one of five fund management dimensions. Choose the response that most accurately reflects where your organization is today — not where you'd like to be.

Get your maturity score

See your score across all five dimensions and your overall maturity stage. Instantly compare your results to the 2026 industry average and top-performing programs.

Receive your resource guide

Enter your email to unlock a personalized PDF guide with specific recommendations mapped to your exact score and the areas where you have the most room to grow.

The Five Dimensions

A complete view of your fund management program.

🎯

Leadership & Strategy

How your organization prioritizes and aligns fund management at the leadership level.

Executive PrioritizationStrategic AlignmentOrganizational Culture

👥

Talent & Training

Role clarity, staff development, and governance structures around fund management.

Role ClarityTraining & DevelopmentGovernance Structure

⚙️

Processes & Procedures

How documented, consistent, and continuously improving your fund management operations are.

Policy DocumentationOperational ConsistencyContinuous Improvement

📊

KPIs, Data & Analytics

The maturity of your measurement frameworks and ability to turn data into action.

Metrics & MeasurementData InfrastructureInsight to Action

🔧

Tools & Technology

How purpose-built, integrated, and automated your fund management technology stack is.

Fund Management SystemsSystems IntegrationAutomation & Reporting

See where your program stands. In 5 minutes.

No login required · Your answers are not shared with anyone

Your Report Is Ready

Unlock your full breakdown

See exactly how you scored across all five dimensions, plus personalized next steps for your stage.

Dimension-by-dimension scores with peer benchmarks

Your stage description and what it means

5 prioritized next steps tailored to your score

—

/ 100

How you compare to peers

2026 Global Fund Management Benchmark Survey — 200+ institutions

Your Score

—

Industry Average

45.6

High Performers