Fundraising Consulting Service Quality Evaluation Form

Evaluate Your Fundraising Consultant with Confidence

Running a successful nonprofit means making smart decisions about the partners you work with—especially when it comes to fundraising. Whether you've engaged a consultant to help with a capital campaign, annual giving strategy, major donor cultivation or grant writing, you need a clear, consistent way to measure results and hold your team accountable.

This Fundraising Consulting Service Quality Evaluation Form gives nonprofit directors, development teams and board members a structured framework to assess consultant performance across strategy, execution, donor engagement and measurable campaign outcomes. Built with Paperform, it's easy to customise, brand and share with stakeholders—and it connects seamlessly to your workflow so feedback doesn't sit in a silo.

Why service evaluations matter for fundraising consultants

Fundraising consultants are brought in to solve hard problems: stalled campaigns, declining donor retention, unclear messaging or a lack of major gift pipeline. But without a formal evaluation process, it's easy to lose sight of what's working, what's falling short and whether the investment is delivering ROI.

A quality evaluation form helps you:

• Measure strategy effectiveness against original goals and benchmarks
• Track donor engagement improvements like retention rates, gift size and stewardship quality
• Assess campaign results with real numbers—dollars raised, new donors acquired, board engagement
• Identify gaps in communication, responsiveness or cultural fit before they derail momentum
• Build a feedback loop that strengthens the consultant relationship or informs the decision to change direction

This template is designed for nonprofits of all sizes—from grassroots organisations working with their first consultant to established institutions managing multi-year engagements.

What's included in this template

The form covers every dimension of consultant performance that matters:

• Project and consultant details to keep evaluations organised by engagement and timeframe
• Strategic planning and advisory quality, including goal-setting, research, feasibility and board readiness
• Execution and campaign management, from timeline adherence to materials quality and vendor coordination
• Donor engagement and relationship-building, covering outreach, stewardship plans and relationship depth
• Measurable results, with space to report on dollars raised, donor acquisition, retention and other KPIs
• Communication, professionalism and responsiveness throughout the engagement
• Overall satisfaction and likelihood to recommend, plus open-ended feedback for nuance and next steps

Built for nonprofit workflows—without the admin headache

Paperform makes it easy to run evaluations that actually get completed. You can send the form via email to board members, share it with your development committee or embed it in a post-campaign debrief process. Conditional logic lets you tailor questions based on the type of engagement (capital campaign vs. annual fund vs. feasibility study), and custom success pages let you acknowledge feedback and outline next steps.

All responses flow into a clean dashboard where you can filter, export or visualise trends over time. Integrate with Google Sheets, Airtable, Slack or your CRM to keep evaluation data connected to the rest of your development operations. And if you want to take it further, connect Paperform to Stepper to automatically trigger follow-up tasks—like scheduling a debrief call, sending a summary to the consultant or escalating concerns to the board.

Perfect for development directors, nonprofit leaders and boards

This template is built for the people responsible for fundraising success:

• Development Directors who manage consultant relationships day-to-day and need structured performance data
• Executive Directors and CEOs who want confidence that consulting investments are driving real results
• Board Members on development or governance committees who oversee campaign strategy and accountability
• Fundraising Consultants who proactively request feedback to improve client satisfaction and demonstrate impact

Whether you're wrapping up a six-month sprint or conducting an annual review of your consulting roster, this form gives you the structure and clarity to make better decisions.

Automate follow-up with Stepper

Once you've collected feedback, what happens next? With Stepper, you can turn every evaluation into a structured follow-up workflow:

• Send a summary email to the consultant with anonymised themes and action items
• Create a task in Asana, ClickUp or Monday.com for your ED to review low scores
• Post a Slack notification when a form is submitted so your team can respond quickly
• Update a shared tracker in Airtable or Google Sheets that logs consultant performance over time

Stepper's AI-native workflow builder connects Paperform to the rest of your nonprofit tech stack, so evaluations lead to real improvement—not just another PDF in a folder.

Trusted by nonprofits, built for impact

Paperform is trusted by over 500,000 teams worldwide, including nonprofits, social enterprises and mission-driven organisations that need forms to work as hard as they do. SOC 2 Type II certified and GDPR compliant, Paperform keeps your donor data and internal feedback secure while giving you the design freedom to create forms that feel professional and on-brand.

With 30,000+ templates and a doc-style editor that anyone on your team can use, you don't need a developer or designer to launch a fundraising evaluation process that drives accountability and results.

Get started today

Stop relying on vague check-ins and start building a data-driven approach to consultant performance. Customise this template to match your evaluation criteria, share it with your team and start collecting feedback that leads to stronger campaigns, better donor relationships and more money raised for your mission.