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* 1. Name, Organization, Phone and Email

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* 2. Please rate your experience in 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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* 3. Rate yourself in teaching the following topics:

  I am comfortable I am somewhat comfortable I am not comfortable
Donor Advised Funds
IRA Beneficiary
Life Insurance
Charitable Gift Annuity
Reading and Understanding Estate Documents
Charitable Remainder Trust
Pooled Income Funds
Charitable Lead Trust
Charitable Bequest
Gifts of Stock
Gifts of Property
Gifts of Securities

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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. What are you doing to stay up to date in planned giving?

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* 10. 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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