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.

Donor surveys.

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?

At PlannedGiving.com, we provide donor surveys 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.

Why are donor surveys 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 to 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.


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
  • Volunteer Involvement

Getting Started

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

  • Clarity, Focus and Brevity of Your Survey
  • Objective of Your Survey
  • An Optional Test Drive with a Small Group
  • Make it Appealing