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!