Institute for Charitable Giving

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Measuring Your Consultant

blue rule

The other day, a client asked me how I would assess our relationship and value to the institution. Great questions.

So . . . if you know me, I came up with an instrument to measure the relationship. I think it’s outstanding. I even had it copyrighted— although I like having folks use our material.

There are 46 questions. But it will only take you a few minutes to complete. They are a simple “yes” or “no.”

There is nothing I left out. Test me.

I promise that when you finish the questionnaire, you will know precisely the value of the relationship with your consultant. Or file it away for the time you may be seeking a consultant. You can download the instrument here.

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