Surveying Planned Giving Prospects

Have you heard the expression, “You never know until you ask?” It’s true in life and in planned giving. You can learn a lot by asking the right questions and listening to what the answers really tell you. This is why a donor survey is one of the best ways to gather critical information about your donors and their intentions. In this presentation, Andrew will discuss how to apply donor surveys in your marketing plan, what questions to ask, and how, if done properly, donor surveys can be your best source of lead generation.