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title: Partner Resource | Planned Giving Donor Survey
description: Our self-serve donor survey makes it easier for you to learn vital information about your donors and their likelihood to fund a planned gift. Learn more here.
image: https://lp.freewill.com/hubfs/pexels-ann-h-1762851.jpg
---

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# Planned Giving Donor Surveys

Learn how to engage your constituents using surveys!

 

This guide contains a recommended outreach plan, a sample Planned Giving survey, and follow-up strategies to effectively engage surveyed donors. With valuable donor information at your fingertips, you'll have the data you need to inform future planned gift cultivation and solicitation efforts.

 

**Download our guide using the form (to the right, or below). **

Questions? Contact your FreeWill strategist any time!

### Download the survey guide

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## Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

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Copyright © 2026 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the [Terms of Service](https://www.freewill.com/terms) & [Privacy Notice.](https://www.freewill.com/privacy)

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