1288 Valley Forge Rd. Building 82
(800) 490-7090

Donor Engagement = More Money Raised.

The best way to build a relationship with a donor — or a potential donor — is to find out more about them. Do studies show this? Absolutely. Do you need a study to prove it? Absolutely not — it’s common sense.


What’s the easiest way to gather the information you need?

Through a survey.

Why do you think almost every retail transaction comes with a request to “fill out a short survey and tell us how we did?”

At PlannedGiving.com, we provide donor surveys – from simple to complex — so you can gather information to use as engagement tools. And everything we provide is backed up by analytics tools — all to help you better understand giving patterns and the inherent properties of your target market.

Why are donor surveys so important?

  1. How are you going to know what your donors need and want if you don’t ask them?
  2. How else are you going to gauge donor satisfaction? (Guessing is not the answer.)
  3. How else are you going predict what will make it more likely that a donor will continue to give, or even increase their giving?
  4. How else will you determine the right incentives to entice donors?
  5. How will you know what issues to address — and what to leave out — in your donor communications?
  6. Feedback helps you to alter — or maintain — course as needed.
  7. You’ll be able to tell who’s engaged, who isn’t, and clean up your list of donor prospects.

We do it all. Interested?

Call 800-490-7090 today for more information, or contact us here.

Areas of Focus

  • General Planned Giving and Estate Planning Research (most popular)
  • Market Research
  • Online Fundraising
  • Event Planning
  • Donor Feedback/Donor Satisfaction
  • Board Governance

Getting Started

There are four critical steps to establish an effective survey strategy:

  • Clarity, Focus and Brevity of Your Survey: No one wants to fill out 50 questions.
  • Objective of Your Survey: Are you trying to increase gifts? Appeal to a broader audience? Find out what made a campaign successful or unsuccessful?
  • A Test Drive with a Small Group: This is the best way to find out what works, and what doesn’t, before you roll out a survey to a large group.
  • Make it Appealing: Promise a reward of some sort, which could be as simple as providing feedback or showing how you’ve used the information to refine your approach.