Are We a Good Fit?

First Name

Last Name

Organization

Section 5

Life Income Gifts and Your Program

Nationally, fewer than 1% of nonprofits offer life income gifts. This section helps us understand your current scope.

Do you currently facilitate life income gifts? (e.g., charitable gift annuities, charitable remainder trusts)

Yes

How many gifts under management? (leave blank if you don't know)

How much ($) under management? (leave blank if you don't know)

Do you accept gifts of real estate?

Yes

No – We don’t have the in-house expertise

No – We consider it too risky

No – But we’re open to exploring it

Do you have formal gift-acceptance policies in place?

Yes – They’re current and clearly defined

Yes – But they need review

Section 6

Endowment and Consulting

An endowment provides long-term stability, donor confidence, and a foundation for future growth.

Do you currently have an endowment?

Yes

[If helpful, we offer a free endowment calculator you can embed on your website—just let us know if you'd like access.]

If Yes, what’s your endowment? (leave blank if you don't know)

Who manages your endowment? (leave blank if you do not know)

Are you working with an independent fundraising consultant?

Yes

Not currently, but we plan to in the near future

If yes, would you be willing to share their name? We love connecting with and networking with consultants in the space.

Section 9

Storytelling and Legacy Society

Donor stories don’t just inspire—they influence. We often refer to storytelling as storyselling because the right narrative can lead to second-time gifts and deepen legacy commitments.

Do you have access to compelling donor stories that could inspire future gifts? (Studies show that donor stories not only motivate others to give—but often lead to second-time gifts.)

Yes

Yes, but I need help interviewing donors and/or writing the stories

Do you currently have a legacy society in place?

Yes

How many members? (enter a number only)

Have you ever publicly recognized a legacy donor (e.g., in a newsletter, event, or annual report)?

Yes

Not yet—but we’d love to have the opportunity

Section 10

Last Questions

We’re looking forward to learning more—and exploring how we can support your success.

Have you considered using an online will-maker service like LegacyPlanner™, GivingDocs, LegalZoom, or FreeWill?

Yes

Possibly—open to considering it

No – We’re not in favor of that approach

I’m not familiar with these services

Is there anything else we should know about your program, your challenges, or what you’re hoping to achieve?

Would you like to be considered for a future feature in GIVING magazine? (We occasionally highlight clients, nonprofits doing interesting work, or donor stories. No writing skills needed—we’ll help you shape the story. You can even share personal experiences, best practices, lessons learned—anything that might help others in the field.)

Yes, I'd love that

Maybe later

No, thanks

Confidential Questionnaire

Section 1

Section 2

Section 3

Section 4

Section 5

Section 6

Section 7

Section 8

Section 9

Section 10