Planned Giving Accelerator: Class IV Entry Survey

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* 1. What is your name, esteemed Accelerator member?

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* 2. How many planned gift commitments (versus realized gifts), have you received in the past 5 years?

0

1-5

6-10

11-15

16-20

21 or more

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* 3. How many planned gift solicitations do you have pending (meaning the potential donors have been solicited but gifts haven’t been closed)?

0

1-5

6-10

11-15

16-20

21 or more

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* 4. How would you rate your readiness to solicit planned gifts? (1-10 scale)

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* 5. How would you rate your comfort with Planned Giving? (1-10 scale)

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* 6. How would you rate your board’s understanding of Planned Giving? (1-10 scale)

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* 7. Do you have a Planned Giving recognition society?

Yes

No

Not sure

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* 8. What’s your goal or goals for Planned Giving Accelerator?

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* 9. Please share any other comments you have below: