How many hats do you wear at work?

• I am a fundraiser who just who dabbles in planned giving.
• I work on major gifts and planned gifts.
• I work exclusively in planned giving.
• I wear many hats—fundraising and otherwise—and yes, it’s tricky to manage them all.

How long have you worked in planned giving?

• Never
• Less than a year
• 1 — 3 years
• 3 — 10 years
• Over 10 years

Which of the following blind spots presents the biggest challenge for you in your interactions with donors?

• Gender
• Education
• Religion
• Wealth
• Political Views

What constitutes a “wealthy” person in your mind? Anyone making over:

• $100,000 a year
• $200,000 a year
• $300,000 a year
• $500,000 a year
• $1,000,000 a year

Do you think a “wealthy” donor should be taxed more?

• Yes
• No
• Makes no difference to me

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