Surveys Produce Leads

Better Understand Your Supporters

A planned giving donor survey is a fantastic way to learn more about your donors and keep the channels of communication open. A survey can generate qualified leads and insightful data on your donors, such as:

  • What or who impacts their giving decision.
  • What other organizations they support.
  • Awareness of planned giving options.
  • Consideration of a planned gift.
  • Existing gift intentions.

Donors need to know that you care about them and that you have their best interests at heart. Have you tried a donor survey? Let us do the work.

Donor Survey

Our Marketing Services Team Will Provide:

Donor Survey
  • Survey strategy and best practices.
  • An introductory email.
  • Survey question creation.
  • Survey page hosting.
  • Tabulations with exports to Excel.

What It's Like to Work With Us

We collaborate with you and your team to create a custom donor survey, launch strategy and email, reporting, and analysis.


To get started, we'll discuss the strategic goals and objectives of the survey and its launch. This includes the email, questions, hosting, and reporting.

Design and Review

We’ll create the design, layout, and content, including relevant emails, survey questions, and how you want to receive reports.


After your final approval, we will publish the survey to a hidden page on your website and deliver the launch email for you to send. It’s a hassle-free experience.

How Can We Help You?

If you need help attracting new donors and keeping current donors engaged, contact us.
Director of Marketing Services

Contact Andrew Palmer

Have a question or need pricing?