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The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.

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Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

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Client Questionnaire

In order to serve you better, we’d like to learn more about you. Please take a moment to answer some of these questions.

All questions are optional except the ones below. Responses are confidential.

First Name

Last Name

Organization

Role/Title

Email

How long have you worked in the nonprofit field?

Less than one year One to 5 years 5 to 10 years 10 to 15 years 15+ years

How long at your current organization?

1 year or less 1 to 3 years 3 to 6 years 6 to 10 years 10+ years

What made you reach out to us?

What’s your time frame to begin your project?

Immediately (yesterday) 1 to 3 months 3 to 6 months 6 to 12 months 12 months or more

If 12 months or more, why this long? (Planning a campaign; currently with another vendor; waiting to hire new team members; etc.)

What's your budget for this project?

$5,000 – $15,000 $15,000 – $25,000 $25,000 – $50,000 $50,000 plus

Your biggest challenge? (Your response is strictly confidential.)

On a level of 1 to 5, what’s your knowledge about planned giving vehicles? (Lead Trusts, CRUTs, CGAs, etc.)

Choose one you wholeheartedly agree with:

Learning how the gift vehicles work should be the highest priority Learning the "relationship business" A combination of both

Do you market planned gifts?

Yes, aggressively Yes, somewhat Not at all — but they come in unsolicited Not at all – we rarely get any

Who develops your planned giving marketing materials?

We do them in-house We do not have any materials (or they are outdated) We work with an outside vendor

If with an outside vendor, are you still in a contract?

Yes No

Are your higher-ups (boss, board) supportive about pursuing planned gifts?

Very Somewhat Not at all, and they need to be educated

Do you engage professional advisors?

Yes No Somewhat

Do you have an endowment?

Yes No

If you have an endowment, how much?

Do you have a Legacy Society?

Yes No Under Consideration/Planning On One

If you have a Legacy Society, how many members?

Do you do life-income gifts?

Yes No We're Considering Partnership With a Bank/Foundation/Etc.

If yes, how many gifts under management?

1 to 10 11 to 25 26-100 101 plus I do not know

If yes, who manages your program?

If yes, how much under management?

Are you currently working with an independent consultant?

Yes No We plan to relatively soon

Are you working with another planned giving marketing vendor?

No Pentera Stelter Crescendo Interactive Sharpe Group PG Calc Other

If Other: Please specify

If working with another vendor, approximately how much time left on your contract, if any?

Do you have gift-acceptance policies in place?

Yes, very much organized Yes, but very messy No

Have you ever considered an online will maker such as our LegacyPlanner™, Freewill, Nonprofit Docs or LegalZoom?

Yes, we have/are considering one Not yet We are against the idea

Planned Giving Marketing Trusted Authority

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