The easiest way to gather critical information you need about your donors and their intentions are through donor surveys. Why do you think most retail transactions come with a request to fill out a short survey? It’s a natural way to retain clients by collecting and acting based on feedback.
At PlannedGiving.Com, we provide donor surveys with industry proven questions so you can gather information to use as engagement tools. And everything we provide is backed up by analytics — all to help you better understand giving patterns and the inherent needs and wants of your constituency.
Feedback helps you to alter — or maintain — course as needed. You’ll be able to tell who’s engaged, who isn’t, and clean up your list of donor prospects.
Donor surveys are an easy 7-step process!
Final product includes complete metrics, analytics and a planned giving funnel with names and addresses of people who are interested in becoming Legacy Donors. We’ll even include major gift prospects, and in some cases, those who are just interested in supporting you with minor annual gifts.
Consider your “costs” an investment! There are two types of surveys we conduct:
We can provide you an estimate along with an explanation of the benefits associated with each.
There are four steps we take to establish an effective survey strategy:
Only if you have planned what to do with the results. Don’t have a plan in place yet? We strongly suggest to stop right here and consult with us first.
Jonathan Gudema worked with our staff and developed an outstanding survey which generated an excellent response. He assisted us in our follow-up, and we were able to enroll many new legacy society members and opened conversations with several major gift prospects, too. An all around wonderful experience.
Jerry Volk, Director of Philanthropic Initiatives
New York Medical College
They helped our team at the Workers Circle develop printed and online surveys to send to our members and supporters and we have been thrilled with the results. We are receiving a record number of responses to these surveys and have been able to use the results to grow our planned giving program. These surveys really helped to give our newly launched program a big boast!”
Melissa Karachalios, Deputy Executive Director and Development Director