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* 1. Name, Organization, Phone and Email

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* 2. Are you a current CPGR Member?

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* 3. Please rate your experience n the following areas:

  Extensive (10+ yrs) Moderate (5 - 10 yrs) Limited (1 - 4 yrs)
Annual Giving/Campaigns
Finance/Budget
Major Gifts
Board Relations
Stewardship
Individual Donor Cultivation, Asks, Stewardship
Marketing/Communications
Bequest Program
Planned Giving Vehicles
Planned Giving Donor Cultivation, 1:1 Donor Relationship
Planned Giving Stewardship
Planned Giving Societies
Planned Giving Marketing/Communications
Working With Advisors (Estate, Financial)

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* 4. How many years experience do you have in development?

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* 5. How many years do you have in planned giving?

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* 6. In your current position, how much of your time is spent in planned giving?

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* 7. Briefly explain extent of planned gifts completed.

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* 8. Briefly explain successes of planned giving program(s).

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* 9. Is there anything else that you would like to tell us or that you think would help us with the matching process?

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