Confidential Questionnaire

Whether you’re just getting started or bring decades of fundraising wisdom, your experience shapes how your organization approaches planned giving. We’d love to understand your path—and how it informs the work you do today.

Let’s get down to business—and see where you are on your planned giving journey.

Only about 1% of nonprofits actively pursue planned gifts. The fact that you're here says a lot.

You might be surprised by how often your challenges mirror those of your peers.

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

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

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

We offer more than just planned giving websites and direct mail—this section helps us understand your broader outreach efforts.

If you're working with another vendor, we’ll ensure a smooth and seamless transition—no disruption to your donors or staff.

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.

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