Discovering and Engaging with Planned Giving Surveys

What to expect

If done correctly, donor surveys are an excellent way to understand your donors’ interests. Using surveys to discover and engage your current and potential estate donors is becoming increasingly popular as planned giving increases, both nationwide and in public media.

Hear from industry experts who have implemented these surveys with great success. They will share their lessons learned about their process, objectives, and challenges in planning, executing, and wrapping up a planned giving survey, regardless of station size.